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, Carol Elias Zolla
     
 

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Each year, more than two million American families must deal with a loved one’s death. For those who have inherited the job of wrapping up the deceased’s living trust the task may feel honorable, but can also be highly stressful and confusing, leaving the trustee unsure of where to start.The Trustee’s Legal Companion shows bewildered trustees

Overview

Each year, more than two million American families must deal with a loved one’s death. For those who have inherited the job of wrapping up the deceased’s living trust the task may feel honorable, but can also be highly stressful and confusing, leaving the trustee unsure of where to start.The Trustee’s Legal Companion shows bewildered trustees exactly how to proceed. From handling required paperwork to keeping beneficiaries informed, to working with professionals, trustees will get the guidance they need to distribute survivors’ money and property legally, by terms. It covers: what the job of trustee entails; determining if one should serve as trustee; finding and working with experts; assets that should be in the trust but aren’t; handling property that passes outside the trust; subtrust funding;managing an ongoing trust; payment of taxes and keeping of records; working with professional advisers; terminating the trust. The Trustee’s Legal Companion is written with an understanding of the human element of the job, offering trustees peace of mind at a difficult time, while providing legal clarity, and saving them time and money.

Product Details

ISBN-13:
9781413311891
Publisher:
NOLO
Publication date:
04/21/2010
Pages:
395
Product dimensions:
9.04(w) x 6.92(h) x 0.84(d)

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Meet the Author

Liza Hanks is an attorney and the founder of FamilyWorks Estate Planning, a practice 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 and a prestigious Silicon Valley firm. 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 law blog Everyday Estate Planning. Hanks lives with her family in Campbell, California.

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.

Carol lives in San Jose with her husband and young children.

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