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Handling Postmortem Trust Administration: A Checklist

Sets forth suggested lists of steps to accomplish the various tasks required when administering a trust following the death of the settlor.

Suggested lists of steps to accomplish the tasks required when administering a trust following the death of the settlor.

Coverage includes:

  • Initial Steps
  • Inventorying, Valuing, and Managing Trust Assets (including different types of business entities)
  • Trust Liabilities
  • Inventorying, Valuing, and Managing Nontrust Assets
  • Administering Trust
  • Taxes
  • Distribution and Subtrust Funding
  • Final Review
OnLAW ES96900

Web access for one user.

 

$ 159.00
Print ES11904

 

 

$ 159.00

Suggested lists of steps to accomplish the tasks required when administering a trust following the death of the settlor.

Coverage includes:

  • Initial Steps
  • Inventorying, Valuing, and Managing Trust Assets (including different types of business entities)
  • Trust Liabilities
  • Inventorying, Valuing, and Managing Nontrust Assets
  • Administering Trust
  • Taxes
  • Distribution and Subtrust Funding
  • Final Review
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP Publication
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP Publication