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The Trustee's Guide to Trust Administration in California

0/5 ( ratings)

In this book you’ll discover…

• What immediate actions you need to take after the death of a loved one
• What your responsibilities are as the Successor Trustee of a Trust
• What things you should do and those you should NOT do when administering a trust
• How estate and income taxes are handled for trusts after a loved one has passed
• How record keeping and accountings are required for a trust
• What to do when transferring non-trust assets to beneficiaries
• How and when to close out the trust and distribute assets to the beneficiaries

Pages: 44

Format: Kindle Edition

Release: April 09, 2019

The Trustee's Guide to Trust Administration in California

0/5 ( ratings)

In this book you’ll discover…

• What immediate actions you need to take after the death of a loved one
• What your responsibilities are as the Successor Trustee of a Trust
• What things you should do and those you should NOT do when administering a trust
• How estate and income taxes are handled for trusts after a loved one has passed
• How record keeping and accountings are required for a trust
• What to do when transferring non-trust assets to beneficiaries
• How and when to close out the trust and distribute assets to the beneficiaries

Pages: 44

Format: Kindle Edition

Release: April 09, 2019

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