Introduction | |
Discovering the World of Estates and Trusts | |
Functioning in a Fiduciary World | |
Estates 101: Exploring the Ins and Outs of Estates | |
The Lowdown on Trusts: Identifying the Different Types | |
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 Benefi ciaries | |
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 | |
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 | |
Glossary | |
State-by-State Summary of Probate, Estate, or Inheritance Tax, and Rules of Intestacy | |
Index | |
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