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California Trust Administration

California Trust Administration

All trustee responsibilities, legal duties, liabilities, and common administrative problems at your fingertips.

  • Trustee’s duties, standards, and powers
  • Rejection of trust; resignation and removal of trustee
  • Investments and management of trust assets
  • Record keeping and accounting
  • Trustee compensation and attorney fees
  • Creditor’s rights against trust and beneficiaries
  • Income taxation of trusts and estate tax returns
  • Administering single-person trust after settlor’s death
  • Marital subtrust funding and long-term trust administration
  • Administering moderate married settlor trust on first spouse's death
  • Court proceedings
  • Modification, revocation, and termination of trust
$629.00
$629.00
Sale Sold out
30TAXX2300

Table of Contents

    Table of Contents

    Volume 1

  • 1. The Role of the Attorney
  • 2. Overview of Trustee’s Duties, Standards, and Powers
  • 3. Cotrustees and Shared Fiduciary Powers
  • 4. Rejection of Trust; Resignation and Removal of Trustee
  • 5. Investments and Management of Assets
  • 6. Managing Specific Trust Assets
  • 7. Recordkeeping and Accounting
  • 8. Principal and Income
  • 9. Trustee Compensation, Attorney Fees, and Other Administrative Costs
  • 10. Creditors’ Rights Against the Trust
  • 10A. Beneficiary’s Creditor’s Rights Against the Trust
  • 11. Income Taxation of Trusts
  • 12. Estate Tax Returns

    • Volume 2

  • 13. Administering Single-Person Trust After Settlor’s Death
  • 13A. Administering Moderate Married Settlor Trust on the Death of the First Spouse
  • 14. Subtrust Allocation and Funding on the Death of the First Spouse
  • 14A. Further Steps After the Death of the First Spouse
  • 15. Court Proceedings
  • 16. Modification, Revocation, and Termination of Trust
  • 17. Long-Term Trust Administration

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