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Product Identifiers
PublisherWiley & Sons, Incorporated, John
ISBN-100470286172
ISBN-139780470286173
eBay Product ID (ePID)66941154
Product Key Features
Book TitleEstate and Trust Administration for Dummies
Number of Pages384 Pages
LanguageEnglish
Publication Year2008
TopicEstates & Trusts
IllustratorYes
GenreLaw
AuthorMargaret Atkins Munro, Kathryn A. Murphy
FormatTrade Paperback
Dimensions
Item Height0.8 in
Item Weight20.7 Oz
Item Length9.2 in
Item Width7.4 in
Additional Product Features
Intended AudienceTrade
Dewey Edition22
Dewey Decimal346.73056
Table Of ContentIntroduction.Part I: Discovering the World of Estates and Trusts.Chapter 1: Functioning in a Fiduciary World.Chapter 2: Estates 101: Exploring the Ins and Outs of Estates.Chapter 3: The Lowdown on Trusts: Identifying the Different Types.Chapter 4: Assembling Your Team Members and Knowing When to Use Them.Part II: Administering an Estate.Chapter 5: Taking the First Steps after Death.Chapter 6: Navigating the Probate Process.Chapter 7: Marshalling and Liquidating Assets.Chapter 8: Paying the Debts, Expenses, Bequests, and Devises from the Estate.Chapter 9: Closing the Estate.Part III: Operating a Revocable or Irrevocable Trust.Chapter 10: Understanding the Trustee's Duties.Chapter 11: Funding the Trust.Chapter 12: Investing the Trust's Assets and Paying Its Expenses.Chapter 13: Paying Trust Benefi ciaries.Chapter 14: Creating and Keeping Trust Records.Chapter 15: Terminating the Trust.Part IV: Paying the Taxes.Chapter 16: Preparing the Estate Tax Return, Part 1.Chapter 17: Preparing the Estate Tax Return, Part 2.Chapter 18: Filing Income Tax Returns for a Decedent, Estate, or Trust.Chapter 19: Reporting Tax Info on Schedule K-1.Part V: The Part of Tens.Chapter 20: Ten Pitfalls for the Unwary.Chapter 21: Ten Types of Taxes You May Have to Pay.Appendix A: Glossary.Appendix B: State-by-State Summary of Probate, Estate, or Inheritance Tax, and Rules of Intestacy.Index.
SynopsisExecuting an estate or a trust fund is a big responsibility. Estate & Trust Management 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)., 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 ., 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 ., Easy-to-follow guidance on administering an estate or trustAdministering an estate or a trust is a big responsibility. This practical, authoritative guide contains advice for handling estates and trusts large or small, offering solid advice on reading and interpreting documents, and helping anyone involved in an estate or trust avoid paying too much, or too little, tax and other administrative expenses. It also shows you how to take care of a loved one's estate in the event he or she never created a will or other estate planning documents.Understand and follow the rules - administer estates and trusts to ensure a smooth transfer of property and orderly management of fiduciary affairsAssemble a team - choose the legal and financial experts, and know when to use themNavigate the probate process - move efficiently through each step, whether your decedent had many assets or just a fewIdentify and liquidate estate assets - whether owned outright, jointly, or in a trustSettle debts and pay bequests - from paying funeral expenses and administration costs to segregating and distributing named propertyOperate a revocable or irrevocable trust - understand a trustee's duties, responsibilities, and limitationsMake sound trust investment decisions - diversify holdings and meet beneficiary needsComply with income and estate tax regulations - from the decedent's final Form 1040, through the estate's Form 706, and the estate and trust's Form 1041Open the book and find:An overview of executors' and trustees' dutiesReviews of the probate process and estate taxesTips on finding and managing professional helpAdvice on notifying insurers of a deathSteps for closing an estateRules for establishing and funding a trustEssentials on estate and trust record keepingFundamentals of preparing federal estate tax and estate and trust income tax returns
LC Classification NumberKF778
Bewertungen und Rezensionen
Relevanteste Rezensionen
- 05. Jul. 2017
I'm no dummy now
This book is very easy to maneuver around in. Very user friendly and great simplified information. Answers many questions to help in the decision-making process.Bestätigter Kauf: JaArtikelzustand: Gebraucht
- 02. Jun. 2021
Like all Dummy books, super helpful!
Just want to know what lies ahead as a Personal Representative. Covering all the bases, this helped be sure I am on track.Bestätigter Kauf: JaArtikelzustand: Gebraucht
- 14. Mär. 2019
Excellent
Great service , on time, good tv oditiox:=Bestätigter Kauf: JaArtikelzustand: Gebraucht
