CALIFORNIA RESIDENTS: TO GET A FREE COPY OF THE LATEST EDITION OF The Trustee's Guide to Trust Administration in California, PLEASE FILL OUT THE FORM ON THIS PAGE AND WE WILL MAIL IT OUT TO YOU RIGHT AWAY.
CALIFORNIA RESIDENTS: In this book, you'll discover:
- What immediate actions you need to take after the death of a loved one
- What your responsibilities are as the Successor Trustee of a Trust
- What things you should do and those you should NOT do when administering a trust
- How estate and income taxes are handled for trusts after a loved one has passed
- How record-keeping and accountings are required for a trust
- What to do when transferring non-trust assets to beneficiaries
- How and when to close out the trust and distribute assets to the beneficiaries