Search Results for "trustee-s-legal-companion-the-a-step-by-step-guide-to-administering-a-living-trust"

The Trustee's Legal Companion

The Trustee's Legal Companion

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

  • Author: Liza Hanks,Carol Elias Zolla
  • Publisher: Nolo
  • ISBN: 1413323650
  • Category: Law
  • Page: 416
  • View: 1696
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Millions of Americans have created living trusts over the past couple of decades, giving little or no thought to what the successor trustee will have to do when the time comes. This book shows every trustee how to handle paperwork, keep beneficiaries informed, and get help from experts if necessary.

The Trustee's Legal Companion

The Trustee's Legal Companion

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

  • Author: Carol Elias Zolla Attorney
  • Publisher: Nolo
  • ISBN: 1413317715
  • Category: Law
  • Page: 400
  • View: 673
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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.

Trustee's Legal Companion, The

Trustee's Legal Companion, The

  • Author: Liza Hanks,Carol Elias Zolla
  • Publisher: Nolo
  • ISBN: 1413317707
  • Category: Law
  • Page: 397
  • View: 4533
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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.

How to Probate an Estate in California

How to Probate an Estate in California

  • Author: Julia Nissley,Lisa Fialco
  • Publisher: Nolo
  • ISBN: 1413324894
  • Category: Law
  • Page: 464
  • View: 6628
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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.

The Trustee's Legal Companion

The Trustee's Legal Companion

  • Author: Liza Weiman Hanks,Carol Elias Zolla
  • Publisher: NOLO
  • ISBN: 9781413311891
  • Category: Law
  • Page: 395
  • View: 5131
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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.

Special Needs Trusts

Special Needs Trusts

Protect Your Child's Financial Future

  • Author: Kevin Urbatsch,Michele Fuller-Urbatch
  • Publisher: Nolo
  • ISBN: 1413324126
  • Category: Law
  • Page: 296
  • View: 4773
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Special Needs Trusts shows you how to leave any amount of money to your disabled loved one -- without jeopardizing government benefits. It provides plain-English information and forms you need to create a special needs trust. Funds in a special needs trust can make a big difference in quality of life by paying for: annual independent check-ups personal care attendant or escort vehicles and transportation insurance rehabilitation essential dietary needs materials for recreation trips or vacations entertainment athletic training or competitions, and much more. Special Needs Trusts also provides a formal letter to the trustee, which explains this very important role, and a personal letter to the trustee, which provides crucial information about your loved one. Author Kevin Urbastch gives you an experienced perspective about when to make a special needs trust on your own and when to seek the services of an attorney. This edition has been thoroughly revised to provide: current eligibility requirements for government benefits helpful resources a new chapter on letters of intent a new chapter on ABLE accounts

The Lawyer's guide to retirement

The Lawyer's guide to retirement

strategies for attorneys and their firms

  • Author: David Alexander Bridewell
  • Publisher: Amer Bar Assn
  • ISBN: N.A
  • Category: Business & Economics
  • Page: 320
  • View: 5167
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Der Künstlernachlass

Der Künstlernachlass

Handbuch für Künstler, ihre Erben und Nachlassverwalter

  • Author: N.A
  • Publisher: N.A
  • ISBN: 9783775741323
  • Category:
  • Page: 304
  • View: 3128
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Los Angeles Lawyer

Los Angeles Lawyer

  • Author: N.A
  • Publisher: N.A
  • ISBN: N.A
  • Category: Bar associations
  • Page: N.A
  • View: 2362
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Gale Encyclopedia of Everyday Law: First amendment law to travel

Gale Encyclopedia of Everyday Law: First amendment law to travel

  • Author: Shirelle Phelps
  • Publisher: N.A
  • ISBN: 9780787657611
  • Category: Electronic books
  • Page: 1259
  • View: 6441
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Provides an overview of the American legal system and offers a series of essays explaining the law on topics including civil rights, consumer issues, the First Amendment, taxes, and estate planning.

Estate Planning

Estate Planning

  • Author: N.A
  • Publisher: N.A
  • ISBN: N.A
  • Category: Estate planning
  • Page: N.A
  • View: 7528
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Law Office Computing

Law Office Computing

  • Author: N.A
  • Publisher: N.A
  • ISBN: N.A
  • Category: Law offices
  • Page: N.A
  • View: 8208
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Pittsburgh legal journal

Pittsburgh legal journal

  • Author: N.A
  • Publisher: N.A
  • ISBN: N.A
  • Category:
  • Page: N.A
  • View: 2278
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The Law Times

The Law Times

  • Author: N.A
  • Publisher: N.A
  • ISBN: N.A
  • Category: Law
  • Page: N.A
  • View: 5139
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The Northeastern Reporter

The Northeastern Reporter

  • Author: N.A
  • Publisher: N.A
  • ISBN: N.A
  • Category: Law reports, digests, etc
  • Page: N.A
  • View: 5715
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"Cases argued and determined in the courts of Illinois, Indiana, Massachusetts, New York, Ohio, with key number annotations." (varies)

The Banker-farmer

The Banker-farmer

  • Author: N.A
  • Publisher: N.A
  • ISBN: N.A
  • Category: Agricultural credit
  • Page: N.A
  • View: 7930
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The Banker Farmer Vol. VIII No. 2

The Banker Farmer Vol. VIII No. 2

  • Author: N.A
  • Publisher: N.A
  • ISBN: N.A
  • Category:
  • Page: N.A
  • View: 6066
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Banker-farmer

Banker-farmer

  • Author: N.A
  • Publisher: N.A
  • ISBN: N.A
  • Category:
  • Page: N.A
  • View: 4982
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Healthcare Financial Management

Healthcare Financial Management

Journal of the Healthcare Financial Management Association

  • Author: N.A
  • Publisher: N.A
  • ISBN: N.A
  • Category: Hospitals
  • Page: N.A
  • View: 3962
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