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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]
©2019

Copies

Location Call No. Status
 Avon Free Public Library - Adult Department  346.7305 MUNRO    Check Shelf
 New Britain, Main Library - Non Fiction  346.7305 MUN    Check Shelf
 West Hartford, Noah Webster Library - Non Fiction  346.052 MUNRO    DUE 05-15-24
Edition 2nd edition.
Description xv, 412 pages ; 24 cm.
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.
Estates (Law) (OCoLC)fst00915503
Executors and administrators. (OCoLC)fst00917959
Trusts and trustees. (OCoLC)fst01158201
United States. (OCoLC)fst01204155
Genre/Form Law for laypersons. (OCoLC)fst01774275
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)
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