Estate & Trust Administration for Dummies (For Dummies Series)

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...

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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 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:

  • Understand executors’ and trustees’ duties
  • Read and interpret important documents
  • Properly execute an estate or trust
  • Handle estates both large and small
  • Get familiar with the probate process and estate taxes
  • Identify different types of trusts
  • Follow the deceased’s wishes — and the law
  • Notify insurers and employers of a death
  • Follow the steps for closing an estate
  • Establish, fund, and change ownership of a trust
  • Keep proper trust records

Yes, you can do the job and do it well. All you need is a little help from Estate and Trust Administration For Dummies.

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Product Details

  • ISBN-13: 9780470286173
  • Publisher: Wiley
  • Publication date: 12/3/2008
  • Series: For Dummies Series
  • Edition number: 1
  • Pages: 366
  • Product dimensions: 7.30 (w) x 9.10 (h) x 0.90 (d)

Meet the Author

Margaret Atkins Munro, EA, is a tax advisor, writer, and lecturer with more than 30 years' experience in trusts, estates, family tax, and small business.

Kathryn A. Murphy, Esq., is an attorney with over 20 years' experience administering estates and trusts and preparing estate and gift tax returns.

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Table of Contents

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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