The Trustee s Legal Companion

The Trustee s Legal Companion Author Liza Hanks
ISBN-10 9781413323658
Year 2017-03-27
Pages 416
Language en
Publisher Nolo
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Millions of Americans have created living trusts over the past couple of decades, giving little or no thought to what the successor trustee will have to do when the time comes. This book shows every trustee how to handle paperwork, keep beneficiaries informed, and get help from experts if necessary.

The Trustee s Legal Companion

The Trustee s Legal Companion Author Liza Hanks
ISBN-10 9781413323665
Year 2017-03-07
Pages 416
Language en
Publisher Nolo
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You’re the trustee. Now what? Living trusts are popular estate planning tools, but if you’ve been chosen to serve as a trustee, you’re probably wondering 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, accountants, financial planners, and other experts handle taxes and prepare accountings work effectively with beneficiaries, and distribute trust property. The authors—attorneys who have helped many a bewildered trustee—show you, step by step, how to administer a living trust with confidence.

Trustee s Legal Companion The

Trustee s Legal Companion  The Author Liza Hanks
ISBN-10 9781413315288
Year 2010-04-21
Pages 419
Language en
Publisher Nolo
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Youíre the trusteeówhat now? Itís an honor to be entrusted with wrapping up the affairs of a deceased loved one, but itís also a big task, one you may find stressful and confusing. Here is a guide that you can rely on for help with the legal, personal and practical aspects of administering a living trust. The Trusteeís Legal Companion shows you exactly how to proceed, from handling paperwork to keeping beneficiaries informed, to knowing when to call in the professionals and how to work with them. Find out how to distribute money to the rightful beneficiaries, in keeping with the terms of the trust and state law, as well as a full breakdown of: what the job of trustee entails determining whether or not to take the job finding and working with legal and tax experts what to do with assets that should be in the trust but arenít subtrust funding managing an ongoing trust paying debts and taxes keeping good records to avoid challenges to your actions terminating the trust The Trusteeís Legal Companion is written with both the legal and the human element of the job in mind. It will help you gain peace of mind during a difficult time, while saving you time, money and headaches.

Make Your Own Living Trust

Make Your Own Living Trust Author Denis Clifford
ISBN-10 9781413323399
Year 2017-02-27
Pages 352
Language en
Publisher Nolo
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People want to know about living trusts. They hear about them constantly in personal finance magazines and pitches for free seminars, but they have only a vague idea about what trusts are. This book explains how trusts work, who should use them, and how to make one.

Administering the California Special Needs Trust

Administering the California Special Needs Trust Author Kevin Urbatsch
ISBN-10 9781462060511
Year 2011-12
Pages 432
Language en
Publisher iUniverse
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In Administering the California Special Needs Trust, author Kevin Urbatsch presents a guide for anyone assigned the duty of managing a Special Needs Trust for a person with a disability. Though geared toward those who never have administered a trust, it also provides sophisticated answers for experienced trustees concerning some of the unique responsibilities a trustee of a special needs trust will encounter. Urbatsch, a California attorney who has years of experience in assisting trustees to manage special needs trusts, has written extensively for both attorneys and families on how best to establish a special needs trust. Administering the Special Needs Trust addresses specific California issues that a special needs trust trustee encounters daily. In a question-and-answer format, it addresses how to • avoid the most common mistakes made by SNT trustees; • understand the type of public benefits available for California persons with disabilities; • learn how SNT disbursements will affect these public benefits; • best pay for a person with a disability's housing, caregiver costs, transportation, and related expenses; • handle SNT investments, accountings, and taxes; • terminate the SNT. With checklists, form documents, and law summaries included, Administering the Special Needs Trust contains a wide range of information for those charged with the responsibility of managing a special needs trust for people with disabilities.

The Everything Executor and Trustee Book

The Everything Executor and Trustee Book Author Douglas D Wilson
ISBN-10 9781440571329
Year 2013-12-11
Pages 304
Language en
Publisher Simon and Schuster
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Essential information for executors or trustees for wills and trusts! Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on: Filing a will in court Hiring a lawyer or doing it yourself Notifying beneficiaries Finding and managing the deceased's assets Paying outstanding debts or taxes You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, The Everything Executor and Trustee Book will be there to help you every step of the way!

Estate and Trust Administration For Dummies

Estate and Trust Administration For Dummies Author Margaret Atkins Munro
ISBN-10 9781118412268
Year 2013-05-07
Pages 408
Language en
Publisher John Wiley & Sons
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Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, administrator, personal representative of an estate, or trustee of a trust after the death of a loved one. This updated edition of Estate & Trust Administration For Dummiesguides you through the confusing process of administering an estate and/or trust. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. Guides you through the confusing process of administering an estate and/or trust Provides expert advice on unfamiliar estate and trust tax law Gives you a practical checklist to follow for all of your estate and trust administration questions and concerns Whether you're looking for guidance on how to navigate the probate process and estate taxes, settle debts and bequests, fund a trust, comply with tax regulations, or anything in between, this hands-on, friendly guide takes away the mystery and provides detailed answers to all of your estate and trust administration questions.

How to Probate an Estate in California

How to Probate an Estate in California Author Julia Nissley
ISBN-10 9781413322194
Year 2016-03-11
Pages 464
Language en
Publisher Nolo
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This book provides all of the forms, instructions, guidance, and tips you’ll need to probate a simple estate in California. And even if you hire a lawyer to help, this book will show you how to do much of the work yourself.

Mom s Guide to Wills Estate Planning The

Mom s Guide to Wills   Estate Planning  The Author Liza Hanks
ISBN-10 9781413310719
Year 2009
Pages 242
Language en
Publisher Nolo
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Presents a comprehensive guide on understanding and preparing wills and trusts for parents of young children, describing the process of selecting a guardian, buying life insurance, designating powers of attorney, and choosing beneficiaries.

How to Settle Your Living Trust

How to Settle Your Living Trust Author Henry W. Abts
ISBN-10 0809228440
Year 1999
Pages 464
Language en
Publisher McGraw Hill Professional
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With samples and explanations of all the necessary documents, this guide provides everything readers need to know in order to dissolve and dispose of assets, understand legal and financial aspects of trusts, handle asset valuation, and more.

Managing Family Trusts

Managing Family Trusts Author Robert A. Rikoon
ISBN-10 047132115X
Year 1999-07-12
Pages 365
Language en
Publisher John Wiley & Sons
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Managing Family Trusts is an uncompromising, nuts–and–bolts guide to the world of family trusts. Written by a seasoned expert with many years of firsthand experience in the field, it describes how financial professionals can help beneficiaries loosen the grip of unresponsive or inefficient trustees, assert their rights as inheritors, and assume greater responsibility for their own financial lives. Managing Family Trusts provides a complete set of tools to all those concerned with the business of building better, more satisfying fiduciary arrangements and presents a rare insider′s view of how this world operates and details its unique challenges and rewards.

The Executor s Handbook

The Executor s Handbook Author Theodore E. Hughes
ISBN-10 9781628738421
Year 2013-11-20
Pages 260
Language en
Publisher Skyhorse Publishing, Inc.
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Acting as the executor, representative, or administrator of an estate is a complicated and time-consuming task, not only in an administrative sense but often in an emotional sense as well. The Executor’s Handbook, Fourth Edition is a comprehensive guide for readers who need help understanding the basics of the procedures that settle an estate. In practical and straightforward language, it covers all aspects of estate administration, including funeral arrangements, organ donation, administering probate, dealing with the deceased's assets and liabilities, and personal representative's compensation. You will understand not only your responsibilities but the responsibilities of those who will be assisting you. Tables of state income tax rates, intestacy laws, and state-by-state probate requirements are also included, and a glossary, index, and list of recommended works complete this handbook. Being chosen as executor or representative for a loved one is an honorable task, even if it feels overwhelming. Using this book as a guide, you can be assured that you will be prepared to properly perform the necessary duties that have been entrusted to you.

Saving the Family Cottage

Saving the Family Cottage Author Stuart Hollander
ISBN-10 9781413323498
Year 2017-03-27
Pages 232
Language en
Publisher Nolo
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This book explains a proven method for keeping your cottage in the family for generations and avoiding family fights. Almost anyone who inherits real estate with siblings will want guidance.

Loring

Loring Author Charles E. Rounds
ISBN-10 9780735580589
Year 2008-12-12
Pages 845
Language en
Publisher Aspen Publishers Online
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Loring: A Trustee's Handbook is regarded as the most convenient, reliable, and complete source for trust advice. Get in-depth information on how to stay on top of the developments in this complex field of practice. Loring: A Trustee's Handbook brings you up to date on the latest cases, statutes, and developments such as: The Trustee's Liabilities, including discussion of the standing to seek judicial relief for a breach of trust Defenses to breach of trust claims Damages, penalties and denial of compensation for costs and fees Special Types of Trusts including exploration of the Quitclose Trust and the Private Sector Blind Trust Examination of the Supreme Court's decisions in cases such as Brown v. Legal Foundation of Washington and U.S. v. White Mountain Apache

The Trustee Primer

The Trustee Primer Author Patricia Angus
ISBN-10 0997068000
Year 2015-12-21
Pages 72
Language en
Publisher
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An essential guidebook for individuals who have been named as trustee of personal trusts for family members or friends. Written by an expert who has more than two decades experience working with families to create, administer, and benefit from trusts, this primer is a "go to" resource for anyone who has been named as a trustee. The text incorporates a worksheet throughout that can help a trustee organize information, thoughts and questions to best serve as trustee. Key concepts are distilled to their essential elements. The tone is encouraging and easy to read while maintaining a sense of the seriousness, and importance, of the trustee's role. Also helpful for anyone setting up a trust as part of an estate plan or who is already a trust beneficiary.