by Liza Hanks (Author), Carol Elias Zolla (Author), Shaila Buckley (Author)
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--who have helped many a bewildered trustee--show you step by step how to administer a living trust with confidence.
Number of Pages: 432
Dimensions: 1.7 x 9.2 x 7.3 IN
Publication Date: January 27, 2026