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The trustee's legal companion : a step-by-step guide to administering a living trust / by Hanks, Liza,1961-author.(CARDINAL)483264; Elias Zolla, Carol,1971-author.(CARDINAL)498428;
The trustee's companion -- Should you serve as trustee? -- Thinking like a trustee -- Working with beneficiaries -- The first few months -- Assets that should be in the trust-- but aren't -- Life insurance, retirement plans, and other assets outside -- Getting help when you need it -- Managing ongoing trusts -- Investing trust assets -- Dealing with taxes -- Trust accountings -- Terminating the trust.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.
Subjects: Living trusts; Executors and administrators;
Available copies: 1 / Total copies: 4
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The trustee's legal companion / by Hanks, Liza,1961-author.(CARDINAL)483264; Elias Zolla, Carol,1971-author.(CARDINAL)498428;
Should you serve as trustee? -- Thinking like a trustee -- Working with beneficiaries -- The first few months -- Assets that should be in the trust, but aren't -- Life insurance, retirement plans, and other assets outside -- Getting help when you need it -- Managing ongoing trusts -- Investing trust assets -- Dealing with taxes -- Trust accountings -- Terminating the trust."This guide shows the reader how to administer a living trust step by step. It discusses 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"--
Subjects: Living trusts; Executors and administrators;
Available copies: 4 / Total copies: 5
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The trustee's legal companion / by Hanks, Liza,1961-author.(CARDINAL)483264; Elias Zolla, Carol,1971-author.(CARDINAL)498428;
Should you serve as trustee? -- Thinking like a trustee -- Working with beneficiaries -- The first few months -- Assets that should be in the trust, but aren't -- Life insurance, retirement plans, and other assets outside the trust -- Getting help when you need it -- Managing ongoing trusts -- Investing trust assets -- Dealing with taxes -- Trust accountings -- Terminating the trust."This guide shows the reader how to administer a living trust step by step. It discusses 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. Includes summaries of state laws and a sample trust"--
Subjects: Law for laypersons.; Living trusts; Executors and administrators;
Available copies: 5 / Total copies: 9
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The trustee's legal companion / by Hanks, Liza,1961-author.(CARDINAL)483264; Elias Zolla, Carol,1971-author.(CARDINAL)498428;
Should you serve as trustee? -- Thinking like a trustee -- Working with beneficiaries -- The first few months -- Assets that should be in the trust, but aren't -- Life insurance, retirement plans, and other assets outside -- Getting help when you need it -- Managing ongoing trusts -- Investing trust assets -- Dealing with taxes -- Trust accountings -- Terminating the trust.Living trusts are popular estate planning tools, but when you're chosen to serve as a trustee, you might wonder 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, financial planners, and other experts, handle taxes and prepare accountings, 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.
Subjects: Handbooks and manuals.; Law for laypersons.; Living trusts; Executors and administrators;
Available copies: 10 / Total copies: 12
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The executor's guide : settling a loved one's estate or trust / by Randolph, Mary,1958-author.(CARDINAL)770015; Lin, Jennie(Lawyer),author.(CARDINAL)897120;
Part I: Getting ready. The executor's legal companion ; Overview ; If you're asked to be an executor or trustee -- Part II: First steps. The first week ; The first month ; Claiming life insurance, Social Security, and other benefits -- Part III: Taking care of the estate. Making sense of the will ; When there's no will ; Taking inventory ; Managing assets and paying bills ; Caring for children and their property ; Taxes -- Part IV: Transferring property. Property that doesn't go through probate ; Transferring joint tenancy and other survivorship property ; Transferring community property ; Claiming money in retirement plans ; Claiming payable-on-death assets ; Special procedures for small estates ; The regular probate process -- Part V: Getting more help. Finding more information ; Lawyers and other experts.If you need to wrap up the affairs of a loved one who has died, you may feel overwhelmed--especially when you're grieving. But you can do it, and this book will show you how.
Subjects: Handbooks and manuals.; Law for laypersons.; Executors and administrators; Trusts and trustees;
Available copies: 14 / Total copies: 22
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Italian fever : a novel / by Martin, Valerie,1948-(CARDINAL)717834;
Subjects: Detective and mystery fiction.; Romance fiction.; Executors and administrators; Americans; Young women; Authors, American;
Available copies: 7 / Total copies: 7
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Probate and settling an estate : step-by-step / by Jurinski, James.(CARDINAL)359284;
Subjects: Probate law and practice; Executors and administrators;
Available copies: 1 / Total copies: 3
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How to probate & settle an estate yourself, without the lawyer's fees : the national probate kit / by Anosike, Benji O.(CARDINAL)721153;
Includes bibliographical references (pages 237-238) and index.
Subjects: Probate law and practice; Executors and administrators;
Available copies: 2 / Total copies: 3
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How to administer an estate : a step-by-step guide for families and friends / by Christianson, Stephen G.(CARDINAL)205808;
Subjects: Executors and administrators; Probate law and practice;
Available copies: 2 / Total copies: 2
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How to administer an estate : a step-by-step guide for families and friends / by Christianson, Stephen G.;
Subjects: Executors and administrators; Probate law and practice;
Available copies: 2 / Total copies: 2
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Results 71 to 80 of 363 | « previous |