Description
Serving as the trustee of a living trust after someone has died can be a big task. This book shows trustees how to get organized, get moving, and do a good job.
Living trusts are popular estate planning tools, but when you're chosen to serve as a trustee, you might wonder where to begin. The Trustee's Legal Companion has everything you need to get organized, get started, and get the job done. You'll learn how to:
- decide whether to take on the job of trustee
- set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs
- invest trust assets
- get help from lawyers, financial planners, and other experts
- handle taxes and prepare accountings, and
- work effectively with beneficiaries and distribute trust property.
The author--an attorney who has helped many a bewildered trustee--shows you, step by step, how to administer a living trust with confidence.
Author: Liza Hanks,Carol Elias Zolla,Shaila Buckley
Publisher: NOLO
Published: 01/27/2026
Pages: 432
Binding Type: Paperback
Weight: 1.45lbs
Size: 9.20h x 7.30w x 1.70d
ISBN13: 9781413333152
ISBN10: 141333315X
BISAC Categories:
- Law | Estates & Trusts
- Law | Living Trusts
- Business & Economics | Personal Finance | Retirement Planning