02245cam a2200313 i 4500 500774720 TxAuBib 20210524120000.0 201104s2021||||||||||||||||||||||||eng|u 2020047241 9781413328363 PAP 39.99 1413328369 PAP 39.99 TxAuBib rda Hanks, Liza Weiman, 1961- Trustee's legal companion. The trustee's legal companion [BOOK] / Attorneys Liza Hanks and Carol Elias Zolla. 6th edition. Berkeley, California : Nolo, 2021. 400 pages ; 23 cm. txt rdacontent n rdamedia nc rdacarrier Includes index. 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 youneed it -- Managing ongoing trusts -- Investing trust assets -- Dealing with taxes -- Trust accountings -- Terminating the trust. 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. Provided by publisher. 20210524. Living trusts United States Popular works. Executors and administrators United States Popular works. Elias Zolla, Carol, 1971-, author.