Kids Library Home

Welcome to the Kids' Library!

Search for books, movies, music, magazines, and more.

Available items only
Book Cover
Author Munro, Margaret A., author.

Title Estate & trust administration / by Margaret Atkins Munro, EA, and Kathryn A. Murphy, Esq.

Publication Info. Hoboken, NJ : For Dummies, a Wiley Brand : John Wiley & Sons, Inc, [2019]


Location Call No. Status
 GDL Central Library Non-Fiction    346.7305 MUN 2019    Available
Edition 2nd edition.
Description xv, 412 pages ; 24 cm.
text txt rdacontent
unmediated n rdamedia
volume nc rdacarrier
Series for dummies
--For dummies.
Note Includes index.
Summary "A plain-English guide to managing an estate."--Back cover.
Contents Getting started with estate and trust administration. Operating in a fiduciary world ; Exploring the ins and outs of estates ; Identifying different types of trusts ; Assembling your team members and knowing when to use them -- Administering an estate. Taking the first steps after death ; Navigating the probate process ; Marshalling and liquidating assets ; Paying the debts, expenses, bequests, and devises from the estate ; Closing the estate -- Operating a revocable or irrevocable trust. Understanding the trustee's duties ; Funding the trust ; Investing the trust's assets and paying its expenses ; Paying trust beneficiaries ; Creating and keeping trust records ; Terminating the trust -- Paying the taxes. Preparing the estate tax return, part 1 ; Preparing the estate tax return, part 2 ; Filing income tax returns for a decedent, estate, or trust ; Weighing income tax implications ; Reporting tax info on schedule K-1 -- The part of tens. Ten pitfalls for the unwary ; Ten types of taxes you may have to pay -- Appendix A: glossary -- Appendix B: state-by-state rules of intestacy and estate or inheritance tax.
Subject Estates (Law) -- United States.
Executors and administrators -- United States.
Trusts and trustees -- United States.
Genre/Form Law for laypersons.
Added Author Murphy, Kathryn A., author.
Added Title Estate and trust administration
Estate & trust administration for dummies
ISBN 9781119543879 (paperback)
1119543878 (paperback)

Available items only