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.
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
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$249.00
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Table of Contents
Table of Contents
- I. Initial Steps
- II. Preparing for First Meeting With Client
- III. Conducting First Meeting With Client
- IV. Immediate Actions Following First Meeting (Stage 1)
- V. Further Actions Following First Meeting (Stage 2)
- VI. Subsequent Meetings With Client and CPA
- VII. Preparing for Final Distributions
Table of Contents
Authors
Authors
Filing Instructions
Filing Instructions
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