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Author Wilson, Douglas D.

Title The everything® executor and trustee book : a step-by-step guide to estate and trust administration / Douglas D. Wilson, CFP, CTFA.

Edition Third edition.
Publication Info. Avon, MA : Adams Media, [2014]
Bookmark link: https://library.naperville-lib.org:444/record=b1591113~S1
Location Call No. Status
 95th Street Adult Nonfiction  346.73056 WIL    AVAILABLE
 Nichols Adult Nonfiction  346.73056 WIL    DUE 04-19-24
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Description 304 pages ; 24 cm
Bibliography Includes bibliographical references and index.
Contents 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?
Summary 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.
Subject Executors and administrators.
Trusts and trustees.
Decedents' estates.
ISBN 9781440570872 (pbk.)
1440570876 (pbk.)
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