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.