Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust *[Book]
You're the trustee. Now what? 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, 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. Read more
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Why Must Read Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust?
My lawyers and other advisers have commented on how prepared and organized I have been during the settling of my mom’s trust — I was fortunate to have time to read the book and ask my mom questions before I needed to put it into practice. There have been so many details, and this book held my hand and taught me what to ask, and what to take care of immediately. I am still using it as the process unfolds, and recommend reading this as part of your own trust planning to ensure your successor trustee has a head start!
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