Executing an estate or a trust fund is a big responsibility. Estate & Trust Administration For Dummies contains advice for handling estates and trusts of any size. It offers solid pointers on reading and interpreting a will and other documents, and helping heirs avoid paying too much (or too little). It also shows you how to take care of a loved one's estate in the event that a will or trust was never created.
This authoritative, plain-English guide helps you understand and follow the rules that govern estates and trusts, ensure a smooth transfer of property, and manage fiduciary affairs in an orderly manner. You’ll get help choosing and assembling a team of professional advisors, settling debts and paying bequests, operating a revocable or irrevocable trust, and making sound trust investment decisions. Discover how to:
Yes, you can do the job and do it well. All you need is a little help from Estate and Trust Administration For Dummies.
Introduction 1
Part I: Discovering the World of Estates and Trusts 7
Chapter 1: Functioning in a Fiduciary World 9
Chapter 2: Estates 101: Exploring the Ins and Outs of Estates 19
Chapter 3: The Lowdown on Trusts: Identifying the Different Types 31
Chapter 4: Assembling Your Team Members and Knowing When to Use Them 55
Part II: Administering an Estate 69
Chapter 5: Taking the First Steps after Death 71
Chapter 6: Navigating the Probate Process 87
Chapter 7: Marshalling and Liquidating Assets 103
Chapter 8: Paying the Debts, Expenses, Bequests, and Devises from the Estate 125
Chapter 9: Closing the Estate 137
Part III: Operating a Revocable or Irrevocable Trust 147
Chapter 10: Understanding the Trustee's Duties 149
Chapter 11: Funding the Trust 159
Chapter 12: Investing the Trust’s Assets and Paying Its Expenses 171
Chapter 13: Paying Trust Benefi ciaries 191
Chapter 14: Creating and Keeping Trust Records 205
Chapter 15: Terminating the Trust 219
Part IV: Paying the Taxes 229
Chapter 16: Preparing the Estate Tax Return, Part 1 231
Chapter 17: Preparing the Estate Tax Return,Part 2 251
Chapter 18: Filing Income Tax Returns for a Decedent, Estate, or Trust 275
Chapter 19: Reporting Tax Info on Schedule K-1 299
Part V: The Part of Tens 309
Chapter 20: Ten Pitfalls for the Unwary 311
Chapter 21: Ten Types of Taxes You May Have to Pay 317
Appendix A: Glossary 323
Appendix B: State-by-State Summary of Rules of Intestacy and Probate, Estate, or Inheritance Tax 333
Index 357
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Overview
Executing an estate or a trust fund is a big responsibility. Estate & Trust Administration For Dummies contains advice for handling estates and trusts of any size. It offers solid pointers on reading and interpreting a will and other documents, and helping heirs avoid paying too much (or too little). It also shows you how to take care of a loved one's estate in the event that a will or trust was never created.
This authoritative, plain-English guide helps you understand...