The Everything Executor and Trustee Book : : a Step-By-Step Guide to Estate and Trust Administration

Locations
Call Number: 346.73 Wi, Adult Book / Nonfiction / Law / Wilson, Douglas D
On Shelf At: Downtown Library

Location & Checkout Length	Call Number	Checkout Length	Item Status
Downtown 2nd Floor 4-week checkout	346.73 Wi	4-week checkout	On Shelf
Malletts Adult Books 4-week checkout	Adult Book / Nonfiction / Law / Wilson, Douglas D	4-week checkout	Due 05-16-2024
Westgate Adult Books 4-week checkout	Adult Book / Nonfiction / Law / Wilson, Douglas D	4-week checkout	Due 05-25-2024

Includes index.
Serving as an executor and/or trustee -- The fiduciary standards that apply to executors and trustees -- Passing property and the estate settlement process -- Preparing for the administration of the estate -- Phase one of administering the estate -- Administering the estate : taxes and more -- From maintaining records to closing the estate -- Definition of a trust and the responsibilities of a trustee -- Preparing for the administration of the trust -- Setting up a continuing trust for administration -- Income tax returns and other related issues -- How to manage the trust's investment portfolio -- How to manage trust real estate assets -- Managing businesses and other property interests -- Distributing income and principal under what circumstances are distributions made from a trust? -- Expenses and maintaining trust accounting records -- Managing other types of irrevocable trusts -- Do You Need Help?
Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies.

REVIEWS & SUMMARIES

Summary / Annotation
Author Notes

COMMUNITY REVIEWS

Everything Executor book- submitted by sara on June 17, 2020, 7:10pm Too much white space. Too dumbed down. I’d rather have a detailed checklist to work from.