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. Here is a guide that you can rely on for help with the legal, personal and practical aspects of administering a living trust.

The Trustee's Legal Companion shows you exactly how to proceed, from handling paperwork to keeping beneficiaries informed, to knowing when to...

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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. Here is a guide that you can rely on for help with the legal, personal and practical aspects of administering a living trust.

The Trustee's Legal Companion shows you exactly how to proceed, from handling paperwork to keeping beneficiaries informed, to knowing when to call in the professionals and how to work with them. Find out how to distribute money to the rightful beneficiaries, in keeping with the terms of the trust and state law, as well as a full breakdown of:


  • 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 to avoid challenges to your actions

  • terminating the trust


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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  • The Trustee's Legal Companion
    The Trustee's Legal Companion  

Product Details

  • ISBN-13: 9781413311891
  • Publisher: NOLO
  • Publication date: 4/21/2010
  • Pages: 395
  • Product dimensions: 9.04 (w) x 6.92 (h) x 0.84 (d)

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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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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