Executor and Trustee Survival Guide: How to Settle an Estate and Manage a Trust, What Executors and Trustees Are Required to Do, a Blueprint for Managing the Process, Includes illustratio

Douglas D. Wilson

Published by Fiduciary Pub, 2000
ISBN 10: 0970489005 / ISBN 13: 9780970489005
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383 pages. 8.90x6.00x1.10 inches. In Stock. Bookseller Inventory # 0970489005

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Synopsis: Administering an estate or trust can be a daunting responsibility. When you serve as an executor (personal representative) or trustee, you are accountable for the financial decisions that you make during the course of administration. Executor & Trustee Survival Guide will assist you in making these decisions and help you properly manage the estate or trust that is in your care. This book will provide you with information on how to: - Limit your liability - Meet legal deadlines - Manage the property - Maintain proper accounting records - Comply with reporting requirements - Handle discretionary distributions - Decide when to hire an attorney, accountant or other professional

About the Author: Doug Wilson has over 39 years of experience in the estate and trust business and is a Certified Financial Planner (CFP) and Certified Trust and Financial Advisor (CTFA). He has extensive knowledge in all areas of fiduciary management including estate planning, trust and probate administration, charitable trusts, employee benefits, investments, fiduciary and estate taxation and trust accounting. He is a lecturer at the University of Hawaii's College of Continuing Education where he has authored and taught courses on "Managing Your Affairs After Retirement", "Acting as an Executor or Trustee: Information You Need to Know", and "How to Manage An Estate or Trust". Doug conducts frequent seminars on estate planning, and estate and trust administration and has written several articles on these subjects including a featured article in the October 1997 issue of the Journal of Accountancy entitled, "Providing Guidance to Executors and Trustees".

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Title: Executor and Trustee Survival Guide: How to ...
Publisher: Fiduciary Pub
Publication Date: 2000
Binding: Paperback
Book Condition: Brand New

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