The trustee's legal companion
The trustee's legal companion
Book - 2026
The Trustee's Legal Companion is a practical guide to administering a living trust. Intended for individuals serving as trustees, the book explains the responsibilities associated with trust management and provides step-by-step guidance on carrying out fiduciary duties. Topics addressed include evaluating whether to accept the role of trustee, managing and investing trust assets, administering ongoing trusts for spouses or other beneficiaries, working with professional advisors, handling tax matters, preparing accountings, communicating with beneficiaries, and distributing trust property. The work is designed to assist trustees in organizing and fulfilling their legal and financial responsibilities.
Guardado en:
Holdings -
Central
| Barcode | Status | Material Type | CallNumber |
|---|---|---|---|
| 37413326630839 | Checked out | New Adult Non-Fiction | 346.052 TRUSTEE |
| Autores principales: | , , |
|---|---|
| Formato: | Libro |
| Lenguaje: | English |
| Publicado: |
El Segundo, CA :
Nolo,
2026.
|
| Edición: | 8th Edition. |
| Materias: |
Search Result 1
MARC
| LEADER | 00000cam a22000008i 4500 | ||
|---|---|---|---|
| 001 | 975975 | ||
| 005 | 20260311181051.7 | ||
| 007 | ta | ||
| 008 | 250509t20262026caua 001 0 eng | ||
| 010 | |a 2025022787 | ||
| 020 | |a 9781413333152 |q (paperback) | ||
| 020 | |a 141333315X |q (paperback) | ||
| 035 | |a (OCoLC)1522762151 | ||
| 040 | |a DLC |b eng |e rda |c DLC |d OCLCO |d HBP |d CDL |d OQX |d TP7 |d OCO |d OCLCO |d GL4 | ||
| 042 | |a pcc | ||
| 043 | |a n-us--- |0 http://id.loc.gov/vocabulary/geographicAreas/n-us | ||
| 049 | |a UAGA | ||
| 082 | 0 | 0 | |a 346.7305/2 |2 23/eng/20250509 |
| 092 | |a 346.052 TRUSTEE | ||
| 245 | 1 | 4 | |a The trustee's legal companion / |c Liza Hanks, J.D., attorneys Shaila Buckley and Carol Elias Zolla. |
| 250 | |a 8th Edition. | ||
| 264 | 1 | |a El Segundo, CA : |b Nolo, |c 2026. | |
| 264 | 4 | |c ©2026 | |
| 300 | |a 414 pages : |b illustrations ; |c 23 cm | ||
| 334 | |a single unit |b mono |0 http://id.loc.gov/vocabulary/issuance/mono | ||
| 336 | |a text |b txt |2 rdacontent |0 http://id.loc.gov/vocabulary/contentTypes/txt | ||
| 337 | |a unmediated |b n |2 rdamedia |0 http://id.loc.gov/vocabulary/mediaTypes/n | ||
| 338 | |a volume |b nc |2 rdacarrier |0 http://id.loc.gov/vocabulary/carriers/nc | ||
| 353 | |a index |b index |0 http://id.loc.gov/vocabulary/msupplcont/index | ||
| 504 | |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 The Trustee's Legal Companion is a practical guide to administering a living trust. Intended for individuals serving as trustees, the book explains the responsibilities associated with trust management and provides step-by-step guidance on carrying out fiduciary duties. Topics addressed include evaluating whether to accept the role of trustee, managing and investing trust assets, administering ongoing trusts for spouses or other beneficiaries, working with professional advisors, handling tax matters, preparing accountings, communicating with beneficiaries, and distributing trust property. The work is designed to assist trustees in organizing and fulfilling their legal and financial responsibilities. | ||
| 650 | 0 | |a Living trusts |z United States |v Popular works. | |
| 650 | 0 | |a Executors and administrators |z United States |v Popular works. | |
| 650 | 0 | |a Trusts and trustees |z United States. |0 http://id.loc.gov/authorities/subjects/sh95006601 | |
| 655 | 7 | |a Law for laypersons. |2 lcgft |0 http://id.loc.gov/authorities/genreForms/gf2011026350 | |
| 700 | 1 | |a Hanks, Liza, |d 1961- |e author. |1 https://id.oclc.org/worldcat/entity/E39PCjHHmGbrmrvdqdGFwwr3pK |0 http://id.loc.gov/authorities/names/n2006089443 | |
| 700 | 1 | |a Buckley, Shaila, |e author. |0 http://id.loc.gov/authorities/names/n2025512050 | |
| 700 | 1 | |a Elias Zolla, Carol, |d 1971- |e author. |1 https://id.oclc.org/worldcat/entity/E39PCjt8Q3dTxrYC8JHmC7kDhd |0 http://id.loc.gov/authorities/names/n2009064156 | |
| 758 | |1 http://id.loc.gov/resources/instances/24195079 | ||
| 758 | |4 http://id.loc.gov/ontologies/bibframe/instanceOf |1 http://id.loc.gov/resources/works/24195079 | ||
| 884 | |a DLC bibframe2marc v3.0-dev |g 20250916 |q DLC |u https://github.com/lcnetdev/bibframe2marc/tree/v3.0-dev | ||
| 938 | |a Ingram Library Services |b INGR |n in022690129 | ||
| 994 | |a C0 |b UAG | ||
| 999 | f | f | |s 86dcf197-14d4-4985-ac68-ec7f333f4419 |i 0351118d-d3ff-411d-a572-7004f0f48fcb |t 0 |
| 952 | f | f | |p Standard Circulation |a City of Spokane |b Spokane Public Library |c Branches |d Central |t 0 |e 346.052 TRUSTEE |i New Adult Non-Fiction |m 37413326630839 |