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Administering A Single-Person Trust After Settlor's Death

Administering a Single-Person Trust After Settlor's Death

Features the Gaw step-by-step systems approach to administering a single-person living trust after the settlor’s death; contains a comprehensive procedural checklist and single trustor hypothetical with forms.

Features the Gaw step-by-step systems approach to administering a single-person living trust after the settlor’s death; contains a comprehensive procedural checklist and single trustor hypothetical with forms.

Coverage includes:

Initial steps
Preparing for first meeting with client
Conducting first meeting with client
Immediate actions following first meeting
Subsequent meetings with client and CPA
Preparing for final distributions

Print ES11941

$ 210.00

Qty:

Overview
Specifications

Features the Gaw step-by-step systems approach to administering a single-person living trust after the settlor’s death; contains a comprehensive procedural checklist and single trustor hypothetical with forms.

Coverage includes:

Initial steps
Preparing for first meeting with client
Conducting first meeting with client
Immediate actions following first meeting
Subsequent meetings with client and CPA
Preparing for final distributions

Products specifications

PRACTICE AREA	Estate Planning
PRODUCT GROUP	Publication

Products specifications

PRACTICE AREA	Estate Planning
PRODUCT GROUP	Publication

Customer Service