Thank you for visiting us. We are currently updating our shopping cart and regret to advise that it will be unavailable until September 1, 2014. We apologise for any inconvenience and look forward to serving you again.

Dummies.com
  • Print
  • Share
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

This price is valid for United States. Change location to view local pricing and availability.

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

  • Print
  • Share