Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Tuesday, May 25, 2010

A Book for Trustees

BookLiza Hanks (attorney, Campbell, CA) and Carol Elias Zolla (attorney, San Jose, CA) recently published their book The Trustee’s Legal Companion, April 2010.

The summary of the book from Nolo is below:

Learn the ins and outs of being a trustee with this guide to the complex tasks that face every trust administrator. You'll learn exactly how to proceed once you're named as a trustee, including handling paperwork, keeping beneficiaries informed, deciding when and if to call in professionals, and how to work with them once they've been hired. Get crucial legal information on:

  • what the job of trustee entails
  • determining whether or not to take the job
  • finding and working with legal and tax experts
  • what to do with assets that should be in the trust but aren't
  • subtrust funding
  • managing an ongoing trust
  • paying debts and taxes
  • keeping good records and avoiding challenges to your actions
  • terminating the trust


Books - For Practitioners, Trusts | Permalink

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