Research Catalog

The trustee's legal companion : a step-by-step guide to administering a living trust

Title
The trustee's legal companion : a step-by-step guide to administering a living trust / Attorneys Liza Hanks and Carol Elias Zolla.
Author
Hanks, Liza, 1961-
Publication
Berkeley, CA : Nolo, 2017.

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Available - Can be used on site. Please visit New York Public Library - Schwarzman Building to submit a request in person.

TextUse in library KF734 .H36Schwarzman Building - General Research Room 315

Details

Additional Authors
Elias Zolla, Carol, 1971-
Description
400 pages; 23 cm
Summary
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.
Subjects
Note
  • Includes index.
Contents
The trustee's companion -- 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 -- Getting help when you need it -- Managing ongoing trusts -- Investing trust assets -- Dealing with taxes -- Trust accountings -- Terminating the trust.
Call Number
KF734
ISBN
  • 9781413323658
  • 1413323650
LCCN
2016048431
OCLC
952386745
Author
Hanks, Liza, 1961- author.
Title
The trustee's legal companion : a step-by-step guide to administering a living trust / Attorneys Liza Hanks and Carol Elias Zolla.
Publisher
Berkeley, CA : Nolo, 2017.
Edition
Fourth edition.
Type of Content
text
Type of Medium
unmediated
Type of Carrier
volume
Added Author
Elias Zolla, Carol, 1971- author.
Other Form:
Online version: Hanks, Liza Weiman, 1961- author. Trustee's legal companion. Fourth edition. Berkeley, CA : Nolo, 2017 9781413323665 (DLC) 2016048588
Research Call Number
KF734 .H36
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