Estate and Trust Administration For Dummies ebook

by Margaret Atkins Munro,Kathryn A. Murphy

Margaret Atkins Munro Kathryn A. Murphy Tax Law English

Margaret Atkins Munro, EA, is a tax advisor, writer, and lecturer with more than 30 years' experience in trusts, estates, family tax, and small business.

It offers solid pointers on reading and interpreting a will and other documents. Margaret Atkins Munro, EA, is a tax advisor, writer, and lecturer with more than 30 years' experience in trusts, estates, family tax, and small business. Kathryn A. Murphy, Es. is an attorney with over 20 years' experience administering estates and trusts and preparing estate and gift tax returns. Paperback: 384 pages.

To read this book, upload an EPUB or FB2 file to Bookmate.

Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters. Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. To read this book, upload an EPUB or FB2 file to Bookmate.

Margaret Atkins Munro, EA, is a tax advisor, writer, and lecturer with more than 30 years' experience in trusts, estates, family tax, and small business. is an attorney with more than 20 years' experience administering estates and trusts and preparing estate and gift tax returns.

Executing an estate or a trust fund is a big responsibility. It offers solid pointers on reading and interpreting a will and other documents, and helping heirs avoid paying too much (or too little). It also shows you how to take care of a loved one's estate in the eve Executing an estate or a trust fund is a big responsibility.

Kathryn A. Murphy, Margaret Atkins Munro. Place of Publication. 408. Author Biography. Country of Publication. Personal Development.

by Kathryn A. Murphy, Margaret A. Munro. Narrated by Emily Durante. You have this audiobook. Settling an estate and administering a trust can be complicated, messy, and time-consuming for individuals named as executor or trustee, most of whom have no previous experience with such matters.

By Margaret Atkins Munro, Kathryn A. Murphy. Although you may want to look for ways to reduce your workload, resist the temptation to find an easier route through the administration process. Don't fail to terminate an existing real estate purchase and sale agreement. Failure to follow through on any of your responsibilities may open you up to removal as fiduciary, as well as potential lawsuits from any person having an interest.

Estate & Trust Administration For Dummies. Margaret Atkins Munro, Kathryn A. Скачать (pdf, . 0 Mb).

Murphy Kathryn A. (EN).

Автор: Munro Margaret . Murphy Kathryn A. Название: Estate & Trust .

Estate & Trust Administration For Dummies shows you how to make sound decisions for your unique circumstances. An original and timely resource for scholars and practitioners, this book represents a significant contribution to our understanding of how leadership and management variables may be associated with more positive foster care practices and performance in the United States.

Executing an estate or a trust fund is a big responsibility. Estate & Trust Administration For Dummies contains advice for handling estates and trusts of any size. It offers solid pointers on reading and interpreting a will and other documents, and helping heirs avoid paying too much (or too little). It also shows you how to take care of a loved one's estate in the event that a will or trust was never created.

This authoritative, plain-English guide helps you understand and follow the rules that govern estates and trusts, ensure a smooth transfer of property, and manage fiduciary affairs in an orderly manner. You’ll get help choosing and assembling a team of professional advisors, settling debts and paying bequests, operating a revocable or irrevocable trust, and making sound trust investment decisions. Discover how to:

Understand executors’ and trustees’ duties Read and interpret important documents Properly execute an estate or trust Handle estates both large and small Get familiar with the probate process and estate taxes Identify different types of trusts Follow the deceased’s wishes — and the law Notify insurers and employers of a death Follow the steps for closing an estate Establish, fund, and change ownership of a trust Keep proper trust records

Yes, you can do the job and do it well. All you need is a little help from Estate and Trust Administration For Dummies.

Vrion

This book is mainly for wills not trusts. The problem with most of these books on trusts is that they are not clear on exactly how to administer one if you're the Trustee. They say vague things like, "Send the trust documents to the bank with your ID." Or they say beneficiaries can vote to remove a Trustee. How is this done exactly? These books are too vague on the actual mechanics of how all this works.

And no, you don't send the entire huge binder of all the pages of a trust to every bank or financial institution. When you're the Trustee, you use the Trust Certificate (a two-page document) but NONE of the books I've read including this one, points this out.

It's like Trusts are shrouded in mystery. No one seems to have any idea how they work.

Shak

As an executor who is also a trustee for a testamentary trust, I found this book to be very helpful in its explanations of how trusts work from beginning to end. Even though I consult with an attorney and a CPA, this book helps to fill in the blanks and to alert me to situations I need to follow up on. It also helps me in handling day to day trust administration rather than paying an administrator to do that. While there are many books that deal with Living Trusts, very few that I could find deal with a trust being established out of a will.

Doulkree

I would not recommend this - it does not cover the potential situations in enough detail.

I purchased "The Trustee's Legal Companion", from Nolo Press, at the same time, and that is much better.

Axebourne

I wanted to be fair in my review. It was well written - but even so, was way over my head. I did pick up a few tips to help me as I was navigating an Estate for which I was the Executor, but unless you already have a good handle on this - hire an attorney. (No, I am not an attorney)

Cashoutmaster

Chaotic organization. Would be better if estate and trust information were separated and explained, rather than mixed. I bought this to help me understand estate planning and the book jumped back and forth from estate planning to trusts.The subject itself is confusing enough, but jumping between the two subjects tends to make it more confusing rather than easier to understand. This book did not do much to help me. It does not live up to it's title in my opinion.

Purebinder

You can find most of this on Internet legal sites. The book is ok for IRS 1041 but leaves out some details regarding how to include dividends , etc. when they have different tax liabilities. It does include enough information as to resolving disputes among beneficiaries. More specific examples would have helped us.

Atineda

I am in the midst of settling an estate as a trustee.

Thankfully, we have a living trust as well as a irrevocable trust. However, I wanted a good reference book to do a quick read and make sure that I don't miss anything in terms of settling the estate properly. The estate is quite simple and this book helped me tremendously as I make the distributions to the very few beneficiaries.

A good book for a good understanding of "how to" and a good refresher on all the benefits/pitfalls of trusts wills, etc.

I ordered this book because we were going through a tough time. Having the whole process opened up and explained cleared up the confusion. I like the book so much because it goes through everything from the professionals you will need to hire to the tax issues. I would recommend this to anyone who has to deal with a will. I admit the trust portion of the book did not apply to us but I am sure it would be an equal five star help for anyone doing that as well. It is nice to have a book to make a hard time a lot easier.