Skip to product information
1 of 1

Handling Postmortem Trust Administration: A Checklist action guide 11/2021

Handling Postmortem Trust Administration: A Checklist action guide 11/2021

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
Regular price $249.00
Regular price Sale price $249.00
Sale Sold out
32HPTA2100

Table of Contents

  • I. Initial Steps
  • II. Inventorying, Valuing, and Managing Trust Assets
  • III. Trust Liabilities
  • IV. Inventorying, Valuing, and Managing Nontrust Assets
  • V. Administering Trust
  • VI. Transfer Taxes
  • VII. Distribution and Subtrust Funding
  • VIII. Final Review

Authors

Filing Instructions

Our team is making updates to this title. Check back soon for the most up to date information.

View full details