Coverart for item
The Resource The everything executor and trustee book : a step-by-step guide to estate and trust administration, Douglas D. Wilson, CFP, CTFA

The everything executor and trustee book : a step-by-step guide to estate and trust administration, Douglas D. Wilson, CFP, CTFA

Label
The everything executor and trustee book : a step-by-step guide to estate and trust administration
Title
The everything executor and trustee book
Title remainder
a step-by-step guide to estate and trust administration
Statement of responsibility
Douglas D. Wilson, CFP, CTFA
Creator
Subject
Language
eng
Summary
Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies
Member of
Cataloging source
DLC
http://library.link/vocab/creatorName
Wilson, Douglas D
Dewey number
346.7305/6
Illustrations
illustrations
Index
index present
LC call number
KF778.Z9
LC item number
W55 2014
Literary form
non fiction
Series statement
Everything series
http://library.link/vocab/subjectName
  • Executors and administrators
  • Trusts and trustees
  • Decedents' estates
Label
The everything executor and trustee book : a step-by-step guide to estate and trust administration, Douglas D. Wilson, CFP, CTFA
Instantiates
Publication
Note
Includes index
Bibliography note
Includes bibliographical references and index
Carrier category
volume
Carrier MARC source
rdacarrier
Content category
text
Content type MARC source
rdacontent
Contents
Serving as an executor and/or trustee -- The fiduciary standards that apply to executors and trustees -- Passing property and the estate settlement process -- Preparing for the administration of the estate -- Phase one of administering the estate -- Administering the estate : taxes and more -- From maintaining records to closing the estate -- Definition of a trust and the responsibilities of a trustee -- Preparing for the administration of the trust -- Setting up a continuing trust for administration -- Income tax returns and other related issues -- How to manage the trust's investment portfolio -- How to manage trust real estate assets -- Managing businesses and other property interests -- Distributing income and principal under what circumstances are distributions made from a trust? -- Expenses and maintaining trust accounting records -- Managing other types of irrevocable trusts -- Do You Need Help?
Dimensions
24 cm.
Extent
304 pages
Isbn
9781440570872
Isbn Type
(pbk.)
Lccn
2013032425
Media category
unmediated
Media MARC source
rdamedia
Other physical details
illustrations
System control number
  • (OCoLC)855491815
  • (OCoLC)ocn855491815
  • 2060129
Label
The everything executor and trustee book : a step-by-step guide to estate and trust administration, Douglas D. Wilson, CFP, CTFA
Publication
Note
Includes index
Bibliography note
Includes bibliographical references and index
Carrier category
volume
Carrier MARC source
rdacarrier
Content category
text
Content type MARC source
rdacontent
Contents
Serving as an executor and/or trustee -- The fiduciary standards that apply to executors and trustees -- Passing property and the estate settlement process -- Preparing for the administration of the estate -- Phase one of administering the estate -- Administering the estate : taxes and more -- From maintaining records to closing the estate -- Definition of a trust and the responsibilities of a trustee -- Preparing for the administration of the trust -- Setting up a continuing trust for administration -- Income tax returns and other related issues -- How to manage the trust's investment portfolio -- How to manage trust real estate assets -- Managing businesses and other property interests -- Distributing income and principal under what circumstances are distributions made from a trust? -- Expenses and maintaining trust accounting records -- Managing other types of irrevocable trusts -- Do You Need Help?
Dimensions
24 cm.
Extent
304 pages
Isbn
9781440570872
Isbn Type
(pbk.)
Lccn
2013032425
Media category
unmediated
Media MARC source
rdamedia
Other physical details
illustrations
System control number
  • (OCoLC)855491815
  • (OCoLC)ocn855491815
  • 2060129

Library Locations

    • Hillsboro Brookwood LibraryBorrow it
      2850 NE Brookwood Pkwy, Hillsboro, OR, 97124-5327, US
      45.542878 -122.935981
    • Tigard Public LibraryBorrow it
      13500 SW Hall Blvd, Tigard, OR, 97223-8111, US
      45.422610 -122.765328
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