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The everything executor and trustee book : a step-by-step guide to estate and trust administration / Douglas D. Wilson.

by Wilson, Douglas D.

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Adams Media, [2014]

346.73056 W747e

Executors and administrators -- United States.

Trusts and trustees.

Decedents' estates.

Probate law and practice -- United States.

Everything series.

9781440570872 (pbk.)

Alternate title:

Executor and trustee book : a step-by-step guide to estate and trust administration

304 pages : illustrations ; 24 cm.

Includes index.

"Expert help for any size estate"--Cover.

Includes bibliographical references and 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. The good news is you won't have to figure it out alone. Certified Trust and Financial Advisor Douglas D. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies. This all-in-one guide includes information on: Filing a will in court. Hiring a lawyer or doing it yourself. Notifying beneficiaries. Finding and managing the deceased's assets. Paying outstanding debts or taxes. You'll even find sample tax forms and step-by-step walk-throughs of what you'll need to know when overseeing asset distribution, terminating existing accounts, opening an estate bank account, and closing the estate. No matter your experience level, this guide will help you every step of the way. Douglas D. Wilson, CFP, CTFA, is a Certified Financial Planner and Certified Trust and Financial Advisor. He is president of the Hawaii Tax Institute Foundation, and a board member of the Hawaii Society of the Institute of Certified Financial Planners.

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