Handling Postmortem Trust Administration: A Checklist 11/2024
Handling Postmortem Trust Administration: A Checklist 11/2024
Published November 2024
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
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Table of Contents
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
Authors
Original Authors
Filing Instructions
Filing Instructions
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