The trustee's legal companion / Attorneys Liza Hanks and Carol Elias Zolla.
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.
Record details
- ISBN: 9781413325973
- ISBN: 1413325971
- Physical Description: 400 pages ; 23 cm
- Edition: 5th edition.
- Publisher: Berkeley, CA : Nolo, 2019.
- Copyright: ©2019
Content descriptions
- General Note:
- Includes index.
- Formatted Contents Note:
- 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.
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Available copies
- 9 of 10 copies available at NC Cardinal.
- 1 of 1 copy available at Onslow County Public Library. (Show)
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- 0 current holds with 10 total copies.
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| Location | Call Number / Copy Notes | Barcode | Shelving Location | Status | Due Date |
|---|---|---|---|---|---|
| Sneads Ferry Branch Library | 346.7305 HAN (Text)
Public Note: PURCHASED BY JACKSONVILLE FRIENDS OF THE LIBRARY WITH GRANT FUNDS FROM FINRA INVESTOR EDUCATION FOUNDATION
|
36015000833828 | Adult Nonfiction | Available | - |
| Canton Library | 346.73 Hanks (Text) | 33115007679537 | Adult Nonfiction | Available | - |
| Carver School Road Branch | 346.73 H (Text) | 0112522018044 | Adult Nonfiction | Available | - |
| Clemmons Branch | 346.73 H (Text) | 0112522018035 | Adult Nonfiction | Available | - |
| Madison-Mayodan Public Library | 346.7305 H (Text) | 31554010507167 | Adult Nonfiction | Available | - |
| Mary Duncan Public Library | 346.7305 Han (Text) | 38950611264666 | Adult Nonfiction | Available | - |
| Oakley/South Asheville Library | 346.73052 HAN (Text) | 0020512211093 | Adult Nonfiction | Available | - |
| Reidsville Library | 346.7305 H (Text) | 31554010507175 | Adult Nonfiction | Available | - |
| Robeson County Public Library | R 346.7305 HANKS (Text) | 34510000626620 | Adult Reference | Available | - |
