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Author Hanks, Liza, 1961- author.

Title The trustee's legal companion / Attorneys Liza Hanks and Carol Elias Zolla.

Edition 6th edition.
Publication Info. Berkeley, California : Nolo, 2021.
Bookmark link: https://library.naperville-lib.org:444/record=b2063993~S1
Location Call No. Status
 95th Street Adult Nonfiction  346.73052 HAN 2021    AVAILABLE
 Nichols Adult Nonfiction  346.73052 HAN 2021    AVAILABLE
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Description 400 pages ; 23 cm
Contents Should you serve as trustee? -- Thinking like a trustee -- Working with beneficiaries -- The first few months -- Assets that should be in the trust-but aren't -- Life insurance, retirement plans, and other assets outside the trust -- Getting help when you need it -- Managing ongoing trusts -- Investing trust assets -- Dealing with taxes -- Trust accountings -- Terminating the trust.
Summary "This guide shows the reader how to administer a living trust step by step. It discusses how to: decide whether to take on the job of trustee; set up ongoing trusts for surviving spouses, children, or beneficiaries with special needs; invest trust assets; get help from lawyers, financial planners, and other experts; handle taxes and prepare accountings; work effectively with beneficiaries; and distribute trust property"-- Provided by publisher.
Note Includes index.
Subject Living trusts -- United States -- Popular works.
Executors and administrators -- United States -- Popular works.
Added Author Elias Zolla, Carol, 1971- author.
ISBN 9781413328363 (paperback)
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