The Trustee's Legal Companion: A Step-By-Step Guide to Administering a Living TrustPaperback, 28 March 2023

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.