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You’re the trustee. Now what
Living trusts are popular estate planning tools, but if you’ve been chosen to serve as a trustee, you’re probably wondering 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, accountants, 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.