Product Overview
You're the trustee. Now What?
Serving as the trustee of a living trust after someone has died can be a big taskand you probably wonder just where youre supposed to start. The Trustees Legal Companion contains the help you need to get organized, get moving, and do a good job.
Youll 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 Trustees 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.
