The Trustee's Legal Companion

About this book

Youre the trustee. Now what? Living trusts are popular estate planning tools but when youre chosen to serve as a trustee you might wonder where to begin. . The Trustees Legal Companion has everything you need to get organized get started and get the job done. Youll 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 authorsattorneys who have helped many a bewildered trusteeshow you step by step how to administer a living trust with confidence.