[Get free] Leman Your Trustee Duties: How to Dissect a Trust Contract, Prepare Form 1041, Distribute Income and Principal to Beneficiaries, and Terminate the Trust (Series 300: Retirees & Estates)
| #1055274 in Books | Allyeartax Guides | 2004-09 | Original language:English | PDF # 1 | .68 x6.44 x9.06l, | File Name: 0944817718 | 224 pages |
||56 of 56 people found the following review helpful.| Your Trustee Duties - a must in your library|By Therese H Thomas|With all the living trusts out there, this book is an absolute requirement for your library. It will assist you in planning for and then executing your duties as trustee. It combines knowledge from attorneys, case law, income tax code and real life situations. The author has a keen sense of dry accountant-typ|About the Author|
Holmes F. Crouch is an IRS licensed tax professional and the author of Decisions When Retiring, Simplifying Your Estate, and Your Executor Duties. He lives in Saratoga, California.|
The obligations and responsibilities of trustees are laid out in this guide to working with attorneys, understanding tax procedures, and real-life examples. From completing a 1041 form to determining which financial records to pay particular attention to, this primer offers tips for every step of being a conscientious trustee. Instructions for closely reviewing a contract, taking inventory of the sources of trust income, and terminating a trust are also included. [PDF.xv01] Leman Your Trustee Duties: How to Dissect a Trust Contract, Prepare Form 1041, Distribute Income and Principal to Beneficiaries, and Terminate the Trust (Series 300: Retirees & Estates) Rating: 3.87 (446 Votes)
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You easily download any file type for your device.Your Trustee Duties: How to Dissect a Trust Contract, Prepare Form 1041, Distribute Income and Principal to Beneficiaries, and Terminate the Trust (Series 300: Retirees & Estates) | Holmes F. Crouch.Not only was the story interesting, engaging and relatable, it also teaches lessons.