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Table of Contents
Author Information
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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