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Search - Your Trustee Duties : How to Dissect a Trust Contract, Prepare Form 1041, Distribute Income and Principal to Beneficiaries, and Terminate the Trust (Series 300: Retirees Estates)

Your Trustee Duties : How to Dissect a Trust Contract, Prepare Form 1041, Distribute Income and Principal to Beneficiaries, and Terminate the Trust (Series 300: Retirees Estates)
Your Trustee Duties How to Dissect a Trust Contract Prepare Form 1041 Distribute Income and Principal to Beneficiaries and Terminate the Trust - Series 300: Retirees Estates
Author: Holmes F. Crouch
The obligations and responsibilities of trustees are laid out in this guide to working with attorneys, understanding tax procedures, and real-life examples. From completing a 1041 form to determining which financial records to pay particular attention to, this primer offers tips for every step of being a conscientious trustee. Instructions for c...  more »
ISBN-13: 9780944817711
ISBN-10: 0944817718
Publication Date: 9/28/2004
Pages: 224
Rating:
  • Currently 4/5 Stars.
 1
4 stars, based on 1 rating
Publisher: Allyeartax Guides
Book Type: Paperback
Members Wishing: 0
Reviews: Member | Amazon | Write a Review
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 reviewed Your Trustee Duties : How to Dissect a Trust Contract, Prepare Form 1041, Distribute Income and Principal to Beneficiaries, and Terminate the Trust (Series 300: Retirees Estates) on + 125 more book reviews
This is an excellent book; I don't know what I'd have done without it the past year, when I suddenly found myself trustee of a deceased relative's estate. The book discusses "myths" about trusts, tells how trusts work, and detail the duties of a trustee. If you are a trustee, or if someone asks you to be a trustee, this book will be invaluable.
(Please note....my copy is nice and clean, but does have underlinings and notes in the margins. It served me well!)


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