The Trustee's Legal Companion

A Step-by-Step Guide to Administering a Living Trust

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Author: Liza Hanks,Carol Elias Zolla

Publisher: Nolo

ISBN: 1413323650

Category: Law

Page: 416

View: 1668

If you've been chosen as a trustee on an estate plan, you may not know where to begin. This book has everything you need to get organized, get started, and get the job done.

The Trustee's Legal Companion

A Step-by-Step Guide to Administering a Living Trust

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Author: Carol Elias Zolla Attorney

Publisher: Nolo

ISBN: 1413317715

Category: Law

Page: 400

View: 4737

You’re the trustee -- what now? 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 Unlike any other legal guide on the market, The Trustee’s Legal Companion is written with both the legal and the human element of the job in mind. It will help you gain peace of mind during a difficult time, while saving you time, money, and headaches.

How to Probate an Estate in California

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Author: Julia Nissley,Lisa Fialco

Publisher: Nolo

ISBN: 1413324894

Category: Law

Page: 464

View: 1561

Handle probate yourself - and save time and money When you've lost a loved one, the inevitable legal matters can seem difficult and confusing. But in most cases, probate involves little more than routine paperwork to transfer assets to family members and other beneficiaries. How to Probate an Estate in California explains, step-by-step, how to wrap up a basic estate. Whether you do it yourself or work with a lawyer, you'll save money and time. With this easy-to-follow guide, you'll learn how to: read and understand a will or trust determine who inherits if there is no will pay bills and taxes complete and file all necessary court paperwork collect life insurance and other death benefits transfer real estate, securities, vehicles, and other assets to heirs and beneficiaries transfer some assets without probate Even if you hire a lawyer to do some of the paperwork, this book demystifies the process so that you can make informed decisions and communicate intelligently with the attorney about the estate--and save cash in the process. Why pay a lawyer over $15,000 to probate a $500,000 estate, when you can do much of it on your own? Every page of this new edition has been reviewed and revised by a practicing probate lawyer. It provides fresh and accurate information about probating an estate in California.

Trustee's Legal Companion, The

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Author: Liza Hanks,Carol Elias Zolla

Publisher: Nolo

ISBN: 1413317707

Category: Law

Page: 397

View: 3605

Provides legal advice for serving as the trustee of a living trust after someone has died, discussing how to invest assets, prepare accountings, handle taxes, distribute trust property, and develop relationships with beneficiaries.

Make Your Own Living Trust

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Author: Denis Clifford

Publisher: Nolo

ISBN: 1413326021

Category: Law

Page: 352

View: 1224

This book provides a through discussion of how to prepare your own living trust, including forms and instructions. As many people know, it is highly desirable to avoid probate of your property, which is what a living trust accomplishes. The book gives you detailed, precise explanations of how to prepare a living trust using a form from the book and how to transfer property into the trust. Subjects covered include: what a living trust is and how it works probate and why you want to avoid it choosing your beneficiaries choosing the trustees and successor trustee of your trust leaving property to minor children a living trust as part of your estate plan

The Trustee's Legal Companion

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Author: Liza Weiman Hanks,Carol Elias Zolla

Publisher: NOLO

ISBN: 9781413311891

Category: Law

Page: 395

View: 9803

If you find yourself with the job of wrapping up a living trust after a spouse, relative or close friend has died, you probably wonder just where you're supposed to start. Here's the help you need to get organized, get moving, and do a good job. Written by two attorneys who have helped many bewildered trustees, the authors will show you, step by step, what to do to meet your legal responsibilities. You'll save time and money---and gain peace of mind.

The Lawyer's Guide to Retirement

Strategies for Attorneys and Their Clients

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Author: David Alexander Bridewell,Charles Nauts

Publisher: Amer Bar Assn

ISBN: N.A

Category: Law

Page: 524

View: 7383

Der Künstlernachlass

Handbuch für Künstler, ihre Erben und Nachlassverwalter

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Author: Loretta Würtenberger

Publisher: N.A

ISBN: 9783775741323

Category: Artists

Page: 295

View: 7375

Ewige Kunst! - ewige Aufgabe? Zum richtigen Umgang mit Kunstlernachlassen im 21. JAhrhundert

Healthcare Financial Management

Journal of the Healthcare Financial Management Association

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Author: N.A

Publisher: N.A

ISBN: N.A

Category: Hospitals

Page: N.A

View: 1477

Some issues accompanied by supplements.