Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust, by Liza Hanks, Carol Elias Zolla
As recognized, lots of individuals state that books are the home windows for the world. It doesn't mean that getting book Trustee's Legal Companion, The: A Step-by-Step Guide To Administering A Living Trust, By Liza Hanks, Carol Elias Zolla will mean that you can get this globe. Merely for joke! Reading an e-book Trustee's Legal Companion, The: A Step-by-Step Guide To Administering A Living Trust, By Liza Hanks, Carol Elias Zolla will certainly opened a person to believe better, to keep smile, to amuse themselves, and to encourage the understanding. Every book likewise has their unique to affect the reader. Have you understood why you read this Trustee's Legal Companion, The: A Step-by-Step Guide To Administering A Living Trust, By Liza Hanks, Carol Elias Zolla for?
Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust, by Liza Hanks, Carol Elias Zolla
Read and Download Trustee's Legal Companion, The: A Step-by-Step Guide to Administering a Living Trust, by Liza Hanks, Carol Elias Zolla
It’s an honor to be entrusted with wrapping up the affairs of a deceased loved one, but it’s also a big task, one you may find stressful and confusing. The Trustee’s Legal Companion shows you exactly how to proceed, keeping in mind the legal, personal and practical aspects of administering a living trust -- all within the terms of the trust and your state's law.You'll learn exactly how to proceed once you're named as a trustee, including handling paperwork, keeping beneficiaries informed, deciding when and if to call in professionals, and how to work with them once they've been hired. Find out about:
- what the job of trustee entails
- determining whether or not to take the job
- finding and working with legal and tax experts
- what to do with assets that should be in the trust but aren't
- subtrust funding
- managing an ongoing trust
- paying debts and taxes
- keeping good records and avoiding challenges to your actions
- terminating the trust
- Amazon Sales Rank: #284408 in eBooks
- Published on: 2015-03-19
- Released on: 2015-03-30
- Format: Kindle eBook
Review “Nolo is a pioneer in both consumer and business self-help books and software.” Los Angeles Times “Nolo is always there in a jam as the nation’s premier publisher of do-it-yourself legal books.” Newsweek "The Trustee’s Legal Companion serves as a resource for those who have been given the responsibility of administering a living trust by carrying out another person’s last wishes, pay their remaining debts and taxes, and distribute their property to relatives and friends. It provides practical, accessible advice and tips on activities such as understanding a trustee’s legal duties, identifying and collecting trust assets, finding and working with advisers, investing trusts properly, handling income tax returns for the deceased and the trust, and preparing proper trust accounting reports. The authors are estate planning attorneys with over 20 years of experience, collectively." Eithne O'Leyne, Editor Ringgold, Inc. ProtoView
About the Author Liza Hanks is an attorney and the founder of FamilyWorks Estate Planning, a practice specializing in estate planning for families of all ages. A graduate of Stanford Law School, she has also served as an instructor at the Santa Clara University Law School and practiced with the state of California and a prestigious Silicon Valley firm. Hanks is the author or co-author of two books published by Nolo: The Mom's Guide to Wills and Estate Planning and The Trustee's Legal Companion. She also blogs on wills, trusts, powers of attorney, living wills, estate taxes, and probate court on the law blog Everyday Estate Planning. Hanks lives with her family in Campbell, California.Carol Zolla is an attorney who practices only in the field of estate planning and administration. Since 2002, she has been certified as a Specialist in Estate Planning, Trust and Probate Law by The State Bar of California Board of Legal Specialization. Carol graduated from the University of California at Berkeley and the University of California at Los Angeles School of Law. She serves on the Estate Planning, Trust, and Probate Law Advisory Commission to the Board of Legal Specialization of the State Bar of California. She is an active member of the Trusts and Estates Section of the Silicon Valley Bar Association, and is the Editor of its newsletter, the Scrivener. She frequently speaks about estate planning topics to attorney organizations and parent groups. Carol lives in San Jose with her husband and young children.
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Most helpful customer reviews
11 of 11 people found the following review helpful. Essential By palealien Once again, Nolo has produced an amazingly helpful guide to what can be a rather murky process. I had never truly understood the significance of a trust, nor the subtleties. And as co-administrator of mine, I knew i was in the right book when one of the first things I read was, "If you are a co-administrator, be warned it will make things even more difficult". Great. The authors jump right into it by describing the prospective trustee just what they're in for, and assuring you that if you have any doubts as to your abilities in this regard, to take a pass with no bad feelings.Straightforward, you could say, like all the other Nolo books I have read. It is quite current, updated but a few months ago, (as of this writing, but Nolo is definitely on top of changes) and also gives information specific to particular states, which is also simply interesting to read and learn what the differences are. It also allows me to ask questions now, instead of waiting until it is too late and I can only turn to a lawyer. Not that there's anything wrong in that, but the more informed I am the better job I can do of avoiding pitfalls due to a lack of basic facts.While I am trying to read it cover to cover, it is organized (and the authors point this out) to be also useful in skipping around should a specific issue arise. I plan on doing both- forewarned is forearmed and all- but I know when a gray area in my family trust appears, this fine book will be most illuminating.
9 of 9 people found the following review helpful. In Nolo We Trust By korova Nolo is well known for its clearly written do-it-yourself guides to handling legal issues. I've used many Nolo products in the past and have always found them to be informative and practical. "The Trustee's Legal Companion" is no exception.Anybody who is a trustee of a living trust, or might be named as a trustee, will find this book to be an invaluable resource. The text is very comprehensive, with guidance for all of the important activities in administering a living trust: deciding if one should be a trustee, working with beneficiaries, managing assets, dealing with taxes, and terminating the trust.As with just about all Nolo publications, this book is organized in a very straightforward way. Each chapter covers a broad topic, such as The First Few Months [of running a trust after assuming control], Assets That Should Be in the Trust-But Aren't, Thinking Like a Trustee, or Getting Help When You Need It. After a brief introduction, the text explains the key principles underlying each topic and helps you figure out your legal rights and responsibilities.The book does have a couple of minor weaknesses. First, task checklists are scattered throughout the text. Most other Nolo books gather their checklists, often as tear-out pages, in a single appendix. Having everything in one place would be more convenient. In addition, this book is written in more of a textbook style than other Nolo titles. While the book is still easy to read and understand, the outline/bullet point format used in other books is better suited for presenting this kind of material to a general audience. These are minor quibbles though, and don't detract much from the overall quality of the book.Bottom line: "The Trustee's Legal Companion" is a reliable, no frills-no hype guide. All living trust trustees (and prospective trustees) owe it to themselves to pick up this book. Four stars.
4 of 4 people found the following review helpful. invaluable trust resource By C. Shortell Even with the administration of my mother's trust which was a simple trust, this book was invaluable. Probate has steps that are outlined by the court and there are lots of books on the subject. There are very few guide books for administering trusts that outline it so clearly--this book does that. Because I live in a different state, I hired a lawyer to assist me. I saved lots of money because I could consolidate all my questions and only use him to assist with certain things while I did most of the rest with this book's guidance. It is well organized and clearly written with lots of examples and references for resources to use. I highly recommend this book.
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