$39.99
Email or call for price.
Email or call for price.
Description
You're the trustee. Now what? Living trusts are popular estate planning tools, but if you've been chosen to serve as a trustee, you're probably wondering 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, accountants, financial planners, and other experts
- handle taxes and prepare accountings
- work effectively with beneficiaries, and
- distribute trust property.