The Trustee's Legal Companion: A Step-by-Step Guide to Administering a Living Trust

The Trustee's Legal Companion: A Step-by-Step Guide to Administering a Living Trust

by Liza Hanks Attorney, Carol Elias Zolla Attorney
     
 

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You're the trustee. Now What?

Serving as the trustee of a living trust after someone has died can be a big task—and you probably wonder just where you’re supposed to start. The Trustee’s Legal Companion contains the help you need to get organized, get moving, and do a good job.

You’ll learn how to:

  • decide

…  See more details below

Overview

You're the trustee. Now What?

Serving as the trustee of a living trust after someone has died can be a big task—and you probably wonder just where you’re supposed to start. The Trustee’s Legal Companion contains the help you need to get organized, get moving, and do a good job.

You’ll learn how to:

  • decide whether or not to take on the job of trustee
  • set up ongoing trusts for the surviving spouse, children or someone with a disability
  • invest trust assets
  • get help from lawyers, accountants, financial planners and other experts
  • prepare accountings
  • handle taxes
  • develop good relationships with beneficiaries, and
  • distribute trust property.

Unlike any other legal guide on the market, The Trustee’s 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. The authors, attorneys who have helped many bewildered trustees, show you, step by step, how to go through the process with confidence.

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Editorial Reviews

From the Publisher
“Nolo is a pioneer in both consumer and business self-help books and software.” Los Angeles Times

“Nolo is always there in a jam as the nation’s premier publisher of do-it-yourself legal books.” Newsweek

"The Trustee’s Legal Companion serves as a resource for those who have been given the responsibility of administering a living trust by carrying out another person’s last wishes, pay their remaining debts and taxes, and distribute their property to relatives and friends. It provides practical, accessible advice and tips on activities such as understanding a trustee’s legal duties, identifying and collecting trust assets, finding and working with advisers, investing trusts properly, handling income tax returns for the deceased and the trust, and preparing proper trust accounting reports. The authors are estate planning attorneys with over 20 years of experience, collectively." Eithne O'Leyne, Editor Ringgold, Inc. ProtoView

Product Details

ISBN-13:
9781413320947
Publisher:
NOLO
Publication date:
03/30/2015
Edition description:
Third Edition
Pages:
416
Sales rank:
146,496
Product dimensions:
6.90(w) x 8.90(h) x 0.90(d)

Related Subjects

Meet the Author

Liza Hanks is an attorney specializing in estate planning for families of all ages. A graduate of Stanford Law School, she has also served as an instructor at the Santa Clara University Law School and practiced with the state of California. Hanks is the author or co-author of two books published by Nolo: The Mom's Guide to Wills and Estate Planning and The Trustee's Legal Companion. She also blogs on wills, trusts, powers of attorney, living wills, estate taxes, and probate court on the blog Estate Planning.

Carol Elias Zolla is an attorney who practices only in the field of estate planning and administration. Since 2002, she has been certified as a Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization.

Carol graduated from the University of California at Berkeley and the University of California at Los Angeles School of Law. She serves on the Estate Planning, Trust, and Probate Law Advisory Commission to the Board of Legal Specialization of the State Bar of California. She is an active member of the Trusts and Estates Section of the Silicon Valley Bar Association, and is the Editor of its newsletter, the Scrivener. She frequently speaks about estate planning topics to attorney organizations and parent groups.

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