Estate & Trust Administration: Complete Step-by-Step Guide indir odf
itibaren Rick Deguchi
Kitap açıklaması
Your aunt and uncle have named you to administer their living trust. They have both passed. What do you do now? Where do you even start? Can you handle this task?Estate & Trust Administration will guide you through the process of administering an estate and trust. Each of the 70 steps provides information to help you understand the step and to tell you specifically what needs to be done to complete it. Where appropriate, references to probate code sections and internet sites have been included so the reader can obtain additional information about a topic or to access key formsThe book includes a worksheet containing all 70 steps. The worksheet is an ideal tool to manage the administration process and to ensure that all steps have been completed. UPON REQUEST, THE AUTHOR WILL PROVIDE A FREE EXCEL FILE CONTAINING EACH OF THE 70 STEPS PLUS ANY ADDITIONAL SUB-STEPS AS DESCRIBED IN THIS BOOK.Estate & Trust Administration is geared towards California residents, and it cites several California Probate Code sections. However, most steps are not state specific and would apply to any state. From this book you will be able to answer questions such as:- What is probate, and how can this costly process be avoided?- Under what circumstances must beneficiaries be notified about trusts?- What professionals may be able to help you?- What happens when the estate does not have enough funds to pay creditors or to make bequests to all beneficiaries?- What income tax returns must be filed for trusts and when must estate taxes be paid?- What are the various pay-out options for someone who inherits an IRA?- Who is entitled to receive an accounting showing the trust’s income and expenses?
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