The everything executor and trustee book
Subtitle: a step-by-step guide to estate and trust administration
By: Douglas D. Wilson, CFP, CTFA
Series: Everything series
Publisher: Adams Media
Published: 2014
Place of publication: Avon, Masschusetts
Language: eng
Number of pages: 304
ISBN-13: 9781440570872; 9781440571329
Subjects: Executors and administrators; Trusts and trustees; Decedents' estates
Work titles: Executor & trustee survival guide
Notes: Includes index.
Table of contents: title: Serving as an executor and/or trustee; title: The fiduciary standards that apply to executors and trustees; title: Passing property and the estate settlement process; title: Preparing for the administration of the estate; title: Phase one of administering the estate; title: Administering the estate : taxes and more; title: From maintaining records to closing the estate; title: Definition of a trust and the responsibilities of a trustee; title: Preparing for the administration of the trust; title: Setting up a continuing trust for administration; title: Income tax returns and other related issues; title: How to manage the trust's investment portfolio; title: How to manage trust real estate assets; title: Managing businesses and other property interests; title: Distributing income and principal under what circumstances are distributions made from a trust?; title: Expenses and maintaining trust accounting records; title: Managing other types of irrevocable trusts; title: Do You Need Help?