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
Regular price
$210.00
Regular price
Sale price
$210.00
Unit price
per
Couldn't load pickup availability
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
Our team is making updates to this title. Check back soon for the most up to date information.
