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Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust (7th Edition) Spiral-Bound | March 28, 2023

Liza Hanks, Carol Elias Zolla

$34.57 - Free Shipping

Millions of Americans have created living trusts over thepast couple of decades, giving little or no thought to what the successortrustee will have to do when the time comes. This book shows every trustee howto handle paperwork, keep beneficiaries informed, and get help from experts ifnecessary—giving them the guidance and support they need to do their job well.

You’re the trustee. Now what?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.
Publisher: Ingram Publisher Services
Original Binding: Trade Paperback
Pages: 416 pages
ISBN-10: 1413330614
Item Weight: 1.5 lbs
Dimensions: 7.0 x 1.0 x 9.0 inches
"Nolo is a pioneer in both consumer and business self-help books and software." Los Angeles Times

"Nolo is always there in a jam as the nation's premier publisher of do-it-yourself legal books." Newsweek

"The Trustee's Legal Companion serves as a resource for those who have been given the responsibility of administering a living trust by carrying out another person's last wishes, pay their remaining debts and taxes, and distribute their property to relatives and friends. It provides practical, accessible advice and tips on activities such as understanding a trustee's legal duties, identifying and collecting trust assets, finding and working with advisers, investing trusts properly, handling income tax returns for the deceased and the trust, and preparing proper trust accounting reports. The authors are estate planning attorneys with over 20 years of experience, collectively." Eithne O'Leyne, Editor Ringgold, Inc. ProtoView

"Living trusts are popular estate planning tools, but when a person is chosen to serve as a trustee, they probably won't know where to begin. The Trustee's Legal Companion has everything they need to get organized, get started, and get the job done. The authors “attorneys who have helped many a bewildered trustee“ show readers, step by step, how to administer a living trust with confidence. Liza Hanks is a Mountain View, California attorney. Carol Elias Zolla is an attorney who practices only in the field of estate planning and administration. Both are certified as Specialists in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. According to Hanks and Zolla, in the old days, only wealthy families created trusts. Those were the folks with the family attorney who knew everyone's names and could be counted on to give advice at every turn. These days, all sorts of people create trusts, many of whom don't have the luxury of a family lawyer and who don't know the first thing about what will happen when the trust actually has to be wrapped up someday. As a result, every day people find themselves stuck with a job that they don't know much about, aren't sure that they can handle, and yet, for many reasons, feel honor bound to take on. That's why they wrote The Trustee's Legal Companion. " Savannah Jones, sirreadalot.org

Liza Hanks is a Palo Alto, California attorney who specializes in estate planning for families of all ages. A graduate of Stanford Law School, she has also served as an instructor at the Santa Clara University Law School and practiced with the state of California and a prestigious Silicon Valley firm. Hanks is the author or coauthor of The Mom's Guide to Wills and Estate Planning. She also blogs on wills, trusts, powers of attorney, living wills, estate taxes, and probate court on the law blog Everyday Estate Planning.