The Tools & Techniques of Trust Administration, 1st Edition
What are trusts? Why do we need trusts? Find detailed answers to these questions in The Tools & Techniques of Trust Administration, which addresses fundamental concepts related to trusts. It provides an in-depth look at the issues most commonly faced by professional advisers who are creating, administering, modifying, or terminating a trust, such as:
The process of creating a trust
Selecting trust professionals, including trustees, trust protectors, and investment advisers and other professionalsDeciding how to fund a trustDeciding how to protect and invest trust assetsHow to meet tax and other legal obligations while administering a trustHow to fulfill the grantor's wishes with respect to distributions to the designated beneficiariesIn addition, this book contains important information for advisers about what trusts can, and can't, do to meet the long-term planning needs of clients.
Topics Covered:
This first edition features 23 brand new chapters on topics related to trust information, covering:
State and federal laws governing trusts administrationThe rights of beneficiaries, including disclaimers, trust accounting, and maintaining relationships with the professionals who are advising and serving the trustTax filing requirements for trust administratorsThe roles that various advisers serve, including trustees, trust protectors, attorneys, CPAs, and investment advisorsUsing family and friends as trustees vs. corporate trusteesTrust formsValuation of trust assetsAnd More See the "Table of Contents" section for a full list of topicsAs with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of trust administration and confidently meet their needs.
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