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Item Information   Holdings     Summary     More Content       More by this author     Hanks, Liza, 1961- author.     Subjects     Living trusts -- United States -- Popular works.     Executors and administrators -- United States -- Popular works.     Browse Catalog     by author:      Hanks, Liza, 1961- author.       by title:      The trustee's legal ...         MARC Display

The trustee's legal companion / attorneys Liza Hanks and Carol Elias Zolla. by Hanks, Liza, 1961- author. [Berkeley, CA] : Nolo, 2023. Subjects Living trusts -- United States -- Popular works.   Executors and administrators -- United States -- Popular works. ISBN:  9781413330618 (paperback) : 1413330614 (paperback) Description:  400 pages : illustrations ; 23 cm Edition:  7th edition. Contents:  Should you serve as trustee? -- Thinking like a trustee -- Working with beneficiaries -- The first few months -- Assets that should be in the trust, but aren't -- Life insurance, retirement plans, and other assets outside the trust -- Getting help when you need it -- Managing ongoing trusts -- Investing trust assets -- Dealing with taxes -- Trust accountings -- Terminating the trust. Requests:  0 Summary:  "This guide shows the reader how to administer a living trust step by step. It discusses 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. Includes summaries of state laws and a sample trust"--Provided by publisher.   Copy/Holding information Location Collection Call No. Copy Status Due Date   Hawaii Kai Public Library Adult New Books 346.052 Ha   Checked out 05/18/2024 Add Copy to MyList Hawaii State Library Social Science & Philosophy 346.052 Ha   Checked In   Add Copy to MyList Hilo Public Library Adult Nonfiction 346.052 Hanks   Checked In   Add Copy to MyList Kailua Public Library Adult Nonfiction 346.052 Ha   Checked In   Add Copy to MyList Kailua-Kona Public Library Adult Nonfiction 346.052 Ha   Checked In   Add Copy to MyList Kaimuki Public Library Adult Nonfiction 346.052 Ha   Checked out 05/28/2024 Add Copy to MyList Kapolei Public Library Adult Nonfiction 346.052 Ha 2023 Checked In   Add Copy to MyList Kihei Public Library Adult Nonfiction 346.052 Ha 2023 Transit   Add Copy to MyList Lanai P/S Library Adult Nonfiction 346.052 Ha   Checked In   Add Copy to MyList Liliha Public Library Adult Nonfiction 346.052 Ha [2023] Checked In   Add Copy to MyList More Results: 1 2 Next

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