Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust

By: Liza Hanks Attorney and Carol Elias Zolla Attorney

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Synopsis: Serving as the trustee of a living trust after someone has died can be a big task—and you probably wonder just where you’re supposed to start. The Trustee’s Legal Companion contains the help you need to get organized, get moving, and do a good job. You’ll learn how to: decide whether or not to take on the job of trustee set up ongoing trusts for the surviving spouse, children or someone with a disability invest trust assets get help from lawyers, accountants, financial planners and other experts prepare accountings handle taxes develop good relationships with beneficiaries, and distribute trust property. Unlike any other legal guide on the market, 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. The authors, attorneys who have helped many bewildered trustees, show you, step by step, how to go through the process with confidence.