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

Overview

You’re the trustee — what now?
 
It’s an honor to be entrusted with wrapping up the affairs of a deceased loved one, but it’s also a big task, one you may find stressful and confusing. The Trustee’s Legal Companion shows you exactly how to proceed, keeping in mind the legal, personal and practical aspects of administering a living trust — all within the terms of the trust and your state's law.

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

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Overview

You’re the trustee — what now?
 
It’s an honor to be entrusted with wrapping up the affairs of a deceased loved one, but it’s also a big task, one you may find stressful and confusing. The Trustee’s Legal Companion shows you exactly how to proceed, keeping in mind the legal, personal and practical aspects of administering a living trust — all within the terms of the trust and your state's law.

You'll learn exactly how to proceed once you're named as a trustee, including handling paperwork, keeping beneficiaries informed, deciding when and if to call in professionals, and how to work with them once they've been hired. Find out about:
 
. 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 aren't
. subtrust funding
. managing an ongoing trust
. paying debts and taxes
. keeping good records and avoiding challenges to your actions
. terminating the trust
 
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.

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Product Details

  • ISBN-13: 9781413317701
  • Publisher: NOLO
  • Publication date: 10/31/2012
  • Edition description: Second Edition
  • Edition number: 2
  • Pages: 395
  • Sales rank: 244,007
  • Product dimensions: 6.90 (w) x 9.00 (h) x 1.10 (d)

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 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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Table of Contents

The Trustee’s Companion

1.      Should You Serve as Trustee?

2.      Thinking Like a Trustee

3.      Working With Beneficiaries

4.      The First Few Months

5.      Assets That Should Be in the Trust—But Aren’t  

6.      Life Insurance, Retirement Plans, and Other Assets Outside the Trust

7.      Getting Help When You Need It

8.      Managing Ongoing Trusts

9.      Investing Trust Assets

10. Dealing With Taxes

11. Trust Accountings

12. Terminating the Trust

Glossary        

A State Information

B Sample Trust

Index 

 

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