The trustee's legal companion
(Book)
Author:
Contributors:
Elias Zolla, Carol, 1971- author.
Published:
[Berkeley, CA] : Nolo, 2023.
Format:
Book
Edition:
7th edition.
Physical Desc:
400 pages : illustrations ; 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
TELL WPL Adult NonFiction
346.73 NOLO 2023
On Shelf
Mar 30, 2024
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More Details
Language:
English
ISBN:
9781413330618
Notes
General Note
Includes index.
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"--,Provided by publisher.
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Citations
APA Citation (style guide)
Hanks, L., & Elias Zolla, C. (2023). The trustee's legal companion. 7th edition. [Berkeley, CA], Nolo.
Chicago / Turabian - Author Date Citation (style guide)Hanks, Liza, 1961- and Carol Elias Zolla. 2023. The Trustee's Legal Companion. [Berkeley, CA], Nolo.
Chicago / Turabian - Humanities Citation (style guide)Hanks, Liza, 1961- and Carol Elias Zolla, The Trustee's Legal Companion. [Berkeley, CA], Nolo, 2023.
MLA Citation (style guide)Hanks, Liza and Carol Elias Zolla. The Trustee's Legal Companion. 7th edition. [Berkeley, CA], Nolo, 2023.
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 05, 2024 11:09:14 AM |
|---|---|
| Last File Modification Time | Apr 05, 2024 11:10:16 AM |
| Last Grouped Work Modification Time | Apr 24, 2024 04:32:21 AM |
MARC Record
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| 245 | 1 | 4 | |a The trustee's legal companion /|c Attorneys Liza Hanks and Carol Elias Zolla. |
| 250 | |a 7th edition. | ||
| 264 | 1 | |a [Berkeley, CA] :|b Nolo,|c 2023. | |
| 300 | |a 400 pages :|b illustrations ;|c 23 cm | ||
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| 337 | |a unmediated|b n|2 rdamedia | ||
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| 500 | |a Includes index. | ||
| 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. | |
| 520 | |a "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"--|c Provided by publisher. | ||
| 650 | 0 | |a Living trusts|z United States|v Popular works.|0 https://id.loc.gov/authorities/subjects/sh2008107062 | |
| 650 | 0 | |a Executors and administrators|z United States|v Popular works.|0 https://id.loc.gov/authorities/subjects/sh2008120068 | |
| 655 | 7 | |a Law for laypersons.|2 lcgft|0 https://id.loc.gov/authorities/genreForms/gf2011026350 | |
| 700 | 1 | |a Elias Zolla, Carol,|d 1971-|0 https://id.loc.gov/authorities/names/n2009064156|e author. | |
| 775 | 0 | 8 | |i Revision of:|a Hanks, Liza Weiman, 1961-|t The trustee's legal companion|b 6th edition.|d Berkeley, CA : Nolo, 2021. |w (DLC) 2020047241.|z 9781413328363. |
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