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Estate & Trust Administration For Dummies | 
 enlarge | Authors: Margaret Atkins Munro, Kathryn A. Murphy
Publisher: For Dummies
Category: Book
List Price: $21.99
Buy New: $12.25
You Save: $9.74 (44%)
(as of 7/31/10 05:57 PDT - Details)
New (31) Used (15) from $9.95
Rating:  10 reviews
Sales Rank: 43301
Media: Paperback
Pages: 384
Number Of Items: 1
Shipping Weight (lbs): 1.2
Dimensions (in): 9.1 x 7.4 x 1
ISBN: 0470286172
Dewey Decimal Number: 346.73056
EAN: 9780470286173
ASIN: 0470286172
Publication Date: November 24, 2008
Availability: Usually ships in 1-2 business days
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| Features:
| • | ISBN13: 9780470286173 | | • | Condition: New | | • | Notes: BUY WITH CONFIDENCE, Over one million books sold! 98% Positive feedback. Compare our books, prices and service to the competition. 100% Satisfaction Guaranteed |
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Product Description
Executing an estate or a trust fund is a big responsibility. Estate & Trust Administration For Dummies contains advice for handling estates and trusts of any size. It offers solid pointers on reading and interpreting a will and other documents, and helping heirs avoid paying too much (or too little). It also shows you how to take care of a loved one's estate in the event that a will or trust was never created. This authoritative, plain-English guide helps you understand and follow the rules that govern estates and trusts, ensure a smooth transfer of property, and manage fiduciary affairs in an orderly manner. You’ll get help choosing and assembling a team of professional advisors, settling debts and paying bequests, operating a revocable or irrevocable trust, and making sound trust investment decisions. Discover how to: - Understand executors’ and trustees’ duties
- Read and interpret important documents
- Properly execute an estate or trust
- Handle estates both large and small
- Get familiar with the probate process and estate taxes
- Identify different types of trusts
- Follow the deceased’s wishes — and the law
- Notify insurers and employers of a death
- Follow the steps for closing an estate
- Establish, fund, and change ownership of a trust
- Keep proper trust records
Yes, you can do the job and do it well. All you need is a little help from Estate and Trust Administration For Dummies.
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| Customer Reviews:
Showing reviews 1-5 of 10
 Tax Attorney December 23, 2008
T & E Attorney
17 out of 18 found this review helpful
I give this book 5 stars. It was succinct, humorous and very informative. I believe a rookie or an expert in the trust and estate arena could benefit from this book. The glossary is of great value because the terms are defined in plain english and in one place for easy reference. The summary of state by state analysis is also a wonderful resource for all readers throughout the United States, as it provides an explanation of how an estate is distributed if there is no will to direct the distribution of property. I found the information on trust administration particularly helpful. I think the book is well written and uses humor throughout, making what is usually a dry subject matter, quite enjoyable and interesting.
Extremely helpful and an easy to understand April 29, 2009
L. Whitmore (Lafayette, CA)
8 out of 8 found this review helpful
This book demystifies a difficult subject that confounds us mere mortals. Written conversationally in an easy to read style, I found it helpful, practical and thorough. Rather than claiming to replace professionals (some of which you'll still need), it gives you the information to know what questions to ask and guides you through a complicated maze of procedure and decision making. It includes checklists, suggestions and much, much more. Totally worth reading!
Excellent guide to estate and trust administration September 27, 2009
DocM
6 out of 6 found this review helpful
Estate and Trust Administration for Dummies is a comprehensive and comprehensible book written by two experts who have considerable expertise in the legal, financial, and personal aspects of estate and trust administration. The book is organized in a logical manner. The first part of the book provides an introduction to and overview of estates and trusts. The subsequent parts deal in turn with estates, trusts, and taxes. For some readers, the first part may be all they need to read in detail, and the rest will serve as an important reference book for specific questions and issues that will arise as the estate/trust process proceeds. There are numerous cross-citations throughout the book that identify other relevant sections to read. Even if one is using professional help with the administration of an estate and/or trust (which is likely), professionals do not always have the time or ability to explain things with the detail yet clarity of this book (or will charge a princely sum to do so). Interesting and humorous anecdotes from the authors' experience are interspersed with the technical information, which adds to the readability of the book. Mistakes in administration can be very costly, and this modestly-priced book provides a wealth of information that anyone dealing with an estate and/or trust should have.
Novice Executor May 31, 2009
J. Balas (Madison, WI USA)
3 out of 3 found this review helpful
A great resource that walks you through various aspects of estate
and trust administration. It's not a D-I-Y manual (although it
does give you enough information so you could do-it-yourself if
your situation were simple enough), but rather explains what's
happening as you go through the process, and, more importantly,
the pitfalls to avoid.
This book covers it all. December 10, 2009
Donald Kollmorgen (Irvine, CA)
3 out of 3 found this review helpful
We're working on my dad's estate, and so far, the book has covered any questions we have. The book offers a lot of different possibilities, but suggests that we still should have a lawyer and possibly a CPA. The book contains a lot of definitions, so that when we are ready to talk with the attorney, hopefully it will all make sense and save some attorney time.
Showing reviews 1-5 of 10
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