Trustee's Legal Companion, The

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, and
• work effectively with beneficiaries, and distribute trust property.

The authors—attorneys who have helped many a bewildered trustee—show you, step by step, how to administer a living trust with confidence.