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Estate and Trust Administration For Dummies, 2nd Edition (1118412257) cover image

Estate and Trust Administration For Dummies, 2nd Edition

ISBN: 978-1-118-41225-1
Paperback
408 pages
May 2013
US $26.99 Add to Cart

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Introduction 1

Part I: Getting Started with Estate and Trust Administration 7

Chapter 1: Operating in a Fiduciary World 9

Chapter 2: Exploring the Ins and Outs of Estates 19

Chapter 3: Identifying Different Types of Trusts 31

Chapter 4: Assembling Your Team Members and Knowing When to Use Them 57

Part II: Administering an Estate 73

Chapter 5: Taking the First Steps after Death 75

Chapter 6: Navigating the Probate Process 91

Chapter 7: Marshalling and Liquidating Assets 109

Chapter 8: Paying the Debts, Expenses, Bequests, and Devises from the Estate 133

Chapter 9: Closing the Estate 147

Part III: Operating a Revocable or Irrevocable Trust 157

Chapter 10: Understanding the Trustee’s Duties 159

Chapter 11: Funding the Trust 171

Chapter 12: Investing the Trust’s Assets and Paying Its Expenses 183

Chapter 13: Paying Trust Beneficiaries 203

Chapter 14: Creating and Keeping Trust Records 217

Chapter 15: Terminating the Trust 231

Part IV: Paying the Taxes 241

Chapter 16: Preparing the Estate Tax Return, Part 1 243

Chapter 17: Preparing the Estate Tax Return, Part 2 263

Chapter 18: Filing Income Tax Returns for a Decedent, Estate, or Trust 287

Chapter 19: Weighing Income Tax Implications 311

Chapter 20: Reporting Tax Info on Schedule K-1 321

Part V: The Part of Tens 333

Chapter 21: Ten Pitfalls for the Unwary 335

Chapter 22: Ten Types of Taxes You May Have to Pay 343

Appendix A: Glossary 349

Appendix B: State-by-State Rules of Intestacy and Estate or Inheritance Tax 359

Index 379

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