The trustee's legal companion

The trustee's legal companion

Attorneys Liza Hanks and Carol Elias Zolla
Book - 2023

"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"--

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Barcode Status Material Type CallNumber
37413320607957 Checked out Non-fiction 346.052 TRUSTEE
Chi tiết về thư mục
Những tác giả chính: Hanks, Liza, 1961- (Tác giả), Elias Zolla, Carol, 1971- (Tác giả)
Định dạng: Sách
Ngôn ngữ:English
Được phát hành: [Berkeley, CA] : Nolo, 2023.
Phiên bản:7th edition.
Những chủ đề:
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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 
336 |a text  |b txt  |2 rdacontent 
337 |a unmediated  |b n  |2 rdamedia 
338 |a volume  |b nc  |2 rdacarrier 
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. 
650 0 |a Executors and administrators  |z United States  |v Popular works. 
655 7 |a Law for laypersons.  |2 lcgft 
700 1 |a Hanks, Liza,  |d 1961-  |e author. 
700 1 |a Elias Zolla, Carol,  |d 1971-  |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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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 Non-fiction  |m 37413320607957