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.
