Description

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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:

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• 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.