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Your Trustee Duties: How to Dissect a Trust Contract, Prepare Form 1041, Distribute Income and Principal to Beneficiaries, and Terminate the Trust (Series 300: Retirees & Estates) |
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Amazon Sales Rank: 870659
Publication Date: 2004-09-28
Publisher: Allyeartax Guides
ISBN: 0944817718
Type: Paperback
Number Of Pages: 224
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The obligations and responsibilities of trustees are laid out in this guide to working with attorneys, understanding tax procedures, and real-life examples. From completing a 1041 form to determining which financial records to pay particular attention to, this primer offers tips for every step of being a conscientious trustee. Instructions for closely reviewing a contract, taking inventory of the sources of trust income, and terminating a trust are also included.
Average Rating: 
Review: 2008-01-03
Disappointed
This might be a good book if you're Trustee of a multi-million dollar estate, with multiple stocks, million-dollar properties, and yachts. It was not useful for my situation, which I couldn't determine from the description and reviews. If the estate is that complicated and that much money is involved, I'd get an attorney. It would be worth it.
Review: 2007-07-09
If you are a trustee, this is one of the best books to use
This book was the best informative periodical I could find on the subject of dealing with Trusts. It saved me a lot of grief when issues arose and I needed to address the probate court. This is a terrific guide
Review: 2007-06-11
THIS IS A 10 STAR BOOK
re If you are a Bencifiary, Executor of a trust, and a Trustee, or, any combination thereof.
THIS BOOK WILL SAVE YOU ALOT OF FRUSTRATION, time, and money with attorneys. Because this book, tells you what they "Attorney's" ( and in this case I mean 'ALL' Attorney's) won't tell you. It also gives good references to follow up resources.
Get a current "Compact Edition of Trust Law" for your state Probate, at the same time you get this book. It will be the best way to know your states probate proceedings specifics.
If you are hesitant to spend money for this book, just do a Search Inside, and go to Chapter 3, Page 2-4, Be Aware of Covetous Attorneys. <--- Read this twice. YOU NEED TO KNOW ABOUT THIS.
You need to know why attorney's are creating a situation to support coaxing you to believe, you need a Trust Officer, Co-Trustee.
This book will tell you, that attorneys' know the statue allows them to receive payment of 2% of the trust/estate every year when it is over 1 million dollars.
This book will tell you, having an outside trust accountant is not infallible. And YOU, as Trustee, are still held accountable, if your co-trustee, or trust official handling the court accounting, or finances, invesments, or yearly accounting makes errors, or absconds with funds.
Often, attorney's will look for the smallest reason to talk trustees in to hiring a professional co-trustee/trust official, and to bring this suggestion before guardianship court to fill their bank accounts, yet they will tell you this is the only way to satisfy your disgruntled relatives. All the while
they are attached to all the management of the trust gonig forward.
Because of disgruntled relatives, you will really need to contact your state bar association and Read the Compact Edition of Trust Law, like you breathe air .... daily.
FINALLY if you are a visual person, you will want to check out the contents and several pages of your interests of the following booK, as it is equally a TEN STAR BOOK ----> The Trustee's Guide An Essential Handbook for Trustees, Beneficiaries, and Advisors (Paperback) by Howard I. Gross (Author)
You need to remember the Attorney is not the boss of your relatives Trust.
If you are the Trustee, you need to let acquisitive attorney's know you are not willing to expense the estate friviously and understand, you and you alone are accountable, without throughly exploring the disadvantages before giving a written approval.
Review: 2007-05-12
Great For Beneficiaries
This book gives you the know how in calling out bully trust officer activities. Buying this book will help you leave your ignorance at the doorstep.
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Amazon List Price: $24.95
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