Autorentext

Liza Hanks

practiced estate planning, trust administration,
and probate law for more than two decades. She has taught Estate Planning and
Taxation at Santa Clara University Law School as an adjunct lecturer and is a
graduate of Stanford Law School.

Klappentext

You're the trustee. Now what?

Living trusts are popular estate planning tools, but when you're chosen to serve as a trustee, you might wonder where to begin. The Trustee's Legal Companion has everything you need to get organized, get started, and get the job done.

You'll learn 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.

The authors--who have helped many a bewildered trustee--show you step by step how to administer a living trust with confidence.