Description

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You're the trustee. Now what?

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. 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, accountants, 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.