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Introduction.
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.
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Add Estate and Trust Administration For Dummies, Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, a, Estate and Trust Administration For Dummies to the inventory that you are selling on WonderClubX
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Add Estate and Trust Administration For Dummies, Your plain-English guide to administering an estate and/or trust As more and more of the population reach senior ages—including baby boomers, many of whom do not have wills—an increasing number of people are being thrust into the role of executor, a, Estate and Trust Administration For Dummies to your collection on WonderClub |