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Author: Liza Hanks
Publisher: Nolo
ISBN: 1413330622
Category : Law
Languages : en
Pages : 417
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Book Description
Serving as the trustee of a living trust after someone has died can be a big task. This book shows trustees how to get organized, get moving, and do a good job. Living trusts are popular estate planning tools, but when you’re chosen to serve as a trustee, you might wonder where to begin. 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, and work effectively with beneficiaries and distribute trust property. The authors—attorneys who have helped many a bewildered trustee—show you, step by step, how to administer a living trust with confidence.
Author: Liza Hanks
Publisher: Nolo
ISBN: 1413330622
Category : Law
Languages : en
Pages : 417
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Book Description
Serving as the trustee of a living trust after someone has died can be a big task. This book shows trustees how to get organized, get moving, and do a good job. Living trusts are popular estate planning tools, but when you’re chosen to serve as a trustee, you might wonder where to begin. 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, and work effectively with beneficiaries and distribute trust property. The authors—attorneys who have helped many a bewildered trustee—show you, step by step, how to administer a living trust with confidence.
Author: Liza Hanks
Publisher: NOLO
ISBN: 9781413317701
Category : Business & Economics
Languages : en
Pages : 397
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Book Description
Provides legal advice for serving as the trustee of a living trust after someone has died, discussing how to invest assets, prepare accountings, handle taxes, distribute trust property, and develop relationships with beneficiaries.
Author:
Publisher:
ISBN:
Category : Executors and administrators
Languages : en
Pages :
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Book Description
Author: Liza Hanks
Publisher: Nolo
ISBN: 1413328369
Category : Business & Economics
Languages : en
Pages : 416
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Book Description
Millions of Americans have created living trusts over the past couple of decades, giving little or no thought to what the successor trustee will have to do when the time comes. This book shows every trustee how to handle paperwork, keep beneficiaries informed, and get help from experts if necessary.
Author: Liza W. Hanks
Publisher: Nolo
ISBN: 1413329381
Category : Law
Languages : en
Pages : 369
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Book Description
Finally, an Estate Planning Guide for Californians Every Californian’s Guide to Estate Planning helps you understand the basics of leaving money and property to loved ones and charities, and naming a guardian for children—with a special focus on issues unique to California, like: how community property rules affect inheritance and taxes how to minimize capital gains for those inheriting high value real estate legal and tax rules that apply to non-citizens and U.S. permanent residents important issues for international guardians, trustees, and executors how to understand the impact of “Prop 19,” and make sure your heirs don’t lose a low (“Prop 13”) property tax rate, and how to avoid California’s slow and expensive probate system through options such as transfer-on-death deeds. With Downloadable Worksheets Includes access to essential worksheets that help you get started on writing a will, preparing a trust, choosing a guardian, leaving money to kids, naming beneficiaries, choosing agents for your health care directive and power of attorney for finances, doing a personal inventory, and more. details inside.
Author: Francis Beaufort Palmer
Publisher:
ISBN:
Category : Corporation law
Languages : en
Pages : 212
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Book Description
Author: Anonymous
Publisher: BoD – Books on Demand
ISBN: 3382822792
Category : Fiction
Languages : en
Pages : 822
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Book Description
Reprint of the original, first published in 1875. The publishing house Anatiposi publishes historical books as reprints. Due to their age, these books may have missing pages or inferior quality. Our aim is to preserve these books and make them available to the public so that they do not get lost.
Author: India
Publisher:
ISBN:
Category :
Languages : en
Pages : 964
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Book Description
Author: Thomas E. Bator
Publisher: David R. Godine Publisher
ISBN: 9781567925470
Category : History
Languages : en
Pages : 0
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Book Description
The history of a unique Boston institution: the men and women who serve as individual professional trustees, who control billions of dollars of assets, who have provided advice and counsel for generations of families, and who are universally known as "Boston Trustees." This quiet and discrete legal service had its roots in the early nineteenth century, when Boston's closely interconnected social and cultural élite faced the problem of how to pass on massive new wealth in a predictable, safe, and prudent way. Today, the practice remains alive and well, a major, and very profitable, component of almost every Boston law firm, bank and trust office. The book also answers questions about inheritances governed by trust law and by trustee participation. The authors guide the reader through the legal jargon to help understand trusts and the role of the trustee with actual examples of trusts and trust language. It is essential reading for anyone interested both in understanding trusts and in the evolution of Boston as a financial and regional hub, a city that not only knew how to make money but also how to preserve it.
Author: Brenda Geiger
Publisher:
ISBN: 9781633853058
Category :
Languages : en
Pages : 64
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Book Description
