Trustee's Legal Companion, The

Trustee's Legal Companion, The

A Step-by-Step Guide to Administering a Living Trust

Liza Hanks, Carol Elias Zolla


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You’re the trustee. Now what?

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
  • 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.