The trustee's legal companion
(Book)
Author:
Contributors:
Published:
Berkeley, Calif. : Nolo, 2010.
Format:
Book
Edition:
1st ed.
Physical Desc:
395 pages ; 23 cm
Status:
Description
"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"--
Copies
Location
Call Number
Status
Last Check-In
MCPLD Central Non-Fiction
346.7305 H241t
On Shelf
Jan 12, 2023
MCPLD Orchard Mesa Adult
346.7305 H241t
On Shelf
Jul 19, 2013
Location
Call Number
Status
Last Check-In
Bemis Lower Level
346.73052 HANKS,LI 2010
On Shelf
Apr 19, 2024
EPL Non-Fiction
346.73052 HANKS, LIZA
On Shelf
Aug 25, 2023
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More Details
Language:
English
ISBN:
9781413311891, 141331189X
Notes
General Note
Includes index.
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Citations
APA Citation (style guide)
Hanks, L., & Elias Zolla, C. (2010). The trustee's legal companion. Berkeley, Calif., Nolo.
Chicago / Turabian - Author Date Citation (style guide)Hanks, Liza, 1961- and Carol Elias Zolla. 2010. The Trustee's Legal Companion. Berkeley, Calif., Nolo.
Chicago / Turabian - Humanities Citation (style guide)Hanks, Liza, 1961- and Carol Elias Zolla, The Trustee's Legal Companion. Berkeley, Calif., Nolo, 2010.
MLA Citation (style guide)Hanks, Liza and Carol Elias Zolla. The Trustee's Legal Companion. Berkeley, Calif., Nolo, 2010.
Note! Citation formats are based on standards as of July 2022. Citations contain only title, author, edition, publisher, and year published. Citations should be used as a guideline and should be double checked for accuracy.
Staff View
Grouped Work ID:
48aa5205-4646-9d1e-5209-d59bbf898d17
Record Information
| Last Sierra Extract Time | Apr 19, 2024 02:28:15 PM |
|---|---|
| Last File Modification Time | Apr 19, 2024 02:28:38 PM |
| Last Grouped Work Modification Time | Apr 24, 2024 04:32:21 AM |
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| 505 | 0 | |a 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. | |
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