LEADER 00000cam 2200361 i 4500 001 sky256649281 003 SKY 005 20141231194256.0 008 130808s2014 mau b 001 0 eng 010 2013032425 020 9781440570872 (pbk.) 020 1440570876 (pbk.) 040 DLC|beng|erda|cDLC|dOCLCO|dYDXCP|dBTCTA|dILC|dMLN|dUtOrBLW 042 pcc 043 n-us--- 082 00 346.7305/6|223 092 346.73056|bWIL 100 1 Wilson, Douglas D. 245 14 The everything® executor and trustee book :|ba step-by- step guide to estate and trust administration /|cDouglas D. Wilson, CFP, CTFA. 250 Third edition. 264 1 Avon, MA :|bAdams Media,|c[2014] 300 304 pages ;|c24 cm 336 text|btxt|2rdacontent. 337 unmediated|bn|2rdamedia. 338 volume|bnc|2rdacarrier. 504 Includes bibliographical references and index. 505 0 Serving as an executor and/or trustee -- The fiduciary standards that apply to executors and trustees -- Passing property and the estate settlement process -- Preparing for the administration of the estate -- Phase one of administering the estate -- Administering the estate : taxes and more -- From maintaining records to closing the estate -- Definition of a trust and the responsibilities of a trustee -- Preparing for the administration of the trust -- Setting up a continuing trust for administration -- Income tax returns and other related issues -- How to manage the trust's investment portfolio -- How to manage trust real estate assets -- Managing businesses and other property interests -- Distributing income and principal under what circumstances are distributions made from a trust? -- Expenses and maintaining trust accounting records -- Managing other types of irrevocable trusts -- Do You Need Help? 520 Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. 650 0 Executors and administrators. 650 0 Trusts and trustees. 650 0 Decedents' estates.
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