The Trustee's Guide to Trust Administration in California

In this book you’ll discover… •What immediate actions you need to take after the death of a loved one•What your responsibilities are as the Successor Trustee of a Trust•What things you should do and those you should NOT do when administering a trust•How estate and income taxes are handled for trusts after a loved one has passed•How record keeping and accountings are required for a trust•What to do when transferring non-trust assets to beneficiaries•How and when to close out the trust and distribute assets to the beneficiaries