The Resource The everything executor and trustee book : a step-by-step guide to estate and trust administration, Douglas D. Wilson, CFP, CTFA
The everything executor and trustee book : a step-by-step guide to estate and trust administration, Douglas D. Wilson, CFP, CTFA
Resource Information
The item The everything executor and trustee book : a step-by-step guide to estate and trust administration, Douglas D. Wilson, CFP, CTFA represents a specific, individual, material embodiment of a distinct intellectual or artistic creation found in Coweta Public Library System.This item is available to borrow from 1 library branch.
Resource Information
The item The everything executor and trustee book : a step-by-step guide to estate and trust administration, Douglas D. Wilson, CFP, CTFA represents a specific, individual, material embodiment of a distinct intellectual or artistic creation found in Coweta Public Library System.
This item is available to borrow from 1 library branch.
- Summary
- Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies
- Language
- eng
- Extent
- 304 pages
- Note
- Includes index
- Contents
-
- Serving as an executor and/or trustee
- The fiduciary standards that apply to executors and trustees
- Passing property and the estate settlement process
- Preparing for the administration of the estate
- Phase one of administering the estate
- Administering the estate : taxes and more
- From maintaining records to closing the estate
- Definition of a trust and the responsibilities of a trustee
- Preparing for the administration of the trust
- Setting up a continuing trust for administration
- Income tax returns and other related issues
- How to manage the trust's investment portfolio
- How to manage trust real estate assets
- Managing businesses and other property interests
- Distributing income and principal under what circumstances are distributions made from a trust?
- Expenses and maintaining trust accounting records
- Managing other types of irrevocable trusts
- Do You Need Help?
- Isbn
- 9781440570872
- Label
- The everything executor and trustee book : a step-by-step guide to estate and trust administration
- Title
- The everything executor and trustee book
- Title remainder
- a step-by-step guide to estate and trust administration
- Statement of responsibility
- Douglas D. Wilson, CFP, CTFA
- Language
- eng
- Summary
- Being appointed the task of carrying out the terms of a will or trust is daunting, especially if it's your first time. Wilson takes the worry out of the process and provides information on important responsibilities that must be performed after a loved one dies
- Cataloging source
- DLC
- http://library.link/vocab/creatorName
- Wilson, Douglas D
- Dewey number
- 346.7305/6
- Illustrations
- illustrations
- Index
- index present
- LC call number
- KF778.Z9
- LC item number
- W55 2014
- Literary form
- non fiction
- Nature of contents
- bibliography
- Series statement
- Everything series
- http://library.link/vocab/subjectName
-
- Executors and administrators
- Trusts and trustees
- Decedents' estates
- Decedents' estates
- Executors and administrators
- Trusts and trustees
- United States
- Label
- The everything executor and trustee book : a step-by-step guide to estate and trust administration, Douglas D. Wilson, CFP, CTFA
- Note
- Includes index
- Bibliography note
- Includes bibliographical references and index
- Carrier category
- volume
- Carrier category code
-
- nc
- Carrier MARC source
- rdacarrier
- Content category
- text
- Content type code
-
- txt
- Content type MARC source
- rdacontent
- Contents
- Serving as an executor and/or trustee -- The fiduciary standards that apply to executors and trustees -- Passing property and the estate settlement process -- Preparing for the administration of the estate -- Phase one of administering the estate -- Administering the estate : taxes and more -- From maintaining records to closing the estate -- Definition of a trust and the responsibilities of a trustee -- Preparing for the administration of the trust -- Setting up a continuing trust for administration -- Income tax returns and other related issues -- How to manage the trust's investment portfolio -- How to manage trust real estate assets -- Managing businesses and other property interests -- Distributing income and principal under what circumstances are distributions made from a trust? -- Expenses and maintaining trust accounting records -- Managing other types of irrevocable trusts -- Do You Need Help?
- Dimensions
- 24 cm.
- Extent
- 304 pages
- Isbn
- 9781440570872
- Lccn
- 2013032425
- Media category
- unmediated
- Media MARC source
- rdamedia
- Media type code
-
- n
- Other control number
- 045079570870
- Other physical details
- illustrations
- System control number
- (OCoLC)855491815
- Label
- The everything executor and trustee book : a step-by-step guide to estate and trust administration, Douglas D. Wilson, CFP, CTFA
- Note
- Includes index
- Bibliography note
- Includes bibliographical references and index
- Carrier category
- volume
- Carrier category code
-
- nc
- Carrier MARC source
- rdacarrier
- Content category
- text
- Content type code
-
- txt
- Content type MARC source
- rdacontent
- Contents
- Serving as an executor and/or trustee -- The fiduciary standards that apply to executors and trustees -- Passing property and the estate settlement process -- Preparing for the administration of the estate -- Phase one of administering the estate -- Administering the estate : taxes and more -- From maintaining records to closing the estate -- Definition of a trust and the responsibilities of a trustee -- Preparing for the administration of the trust -- Setting up a continuing trust for administration -- Income tax returns and other related issues -- How to manage the trust's investment portfolio -- How to manage trust real estate assets -- Managing businesses and other property interests -- Distributing income and principal under what circumstances are distributions made from a trust? -- Expenses and maintaining trust accounting records -- Managing other types of irrevocable trusts -- Do You Need Help?
- Dimensions
- 24 cm.
- Extent
- 304 pages
- Isbn
- 9781440570872
- Lccn
- 2013032425
- Media category
- unmediated
- Media MARC source
- rdamedia
- Media type code
-
- n
- Other control number
- 045079570870
- Other physical details
- illustrations
- System control number
- (OCoLC)855491815
Embed
Settings
Select options that apply then copy and paste the RDF/HTML data fragment to include in your application
Embed this data in a secure (HTTPS) page:
Layout options:
Include data citation:
<div class="citation" vocab="http://schema.org/"><i class="fa fa-external-link-square fa-fw"></i> Data from <span resource="http://link.coweta.ga.us/portal/The-everything-executor-and-trustee-book--a/idTKH8mglMU/" typeof="Book http://bibfra.me/vocab/lite/Item"><span property="name http://bibfra.me/vocab/lite/label"><a href="http://link.coweta.ga.us/portal/The-everything-executor-and-trustee-book--a/idTKH8mglMU/">The everything executor and trustee book : a step-by-step guide to estate and trust administration, Douglas D. Wilson, CFP, CTFA</a></span> - <span property="potentialAction" typeOf="OrganizeAction"><span property="agent" typeof="LibrarySystem http://library.link/vocab/LibrarySystem" resource="http://link.coweta.ga.us/"><span property="name http://bibfra.me/vocab/lite/label"><a property="url" href="http://link.coweta.ga.us/">Coweta Public Library System</a></span></span></span></span></div>
Note: Adjust the width and height settings defined in the RDF/HTML code fragment to best match your requirements
Preview
Cite Data - Experimental
Data Citation of the Item The everything executor and trustee book : a step-by-step guide to estate and trust administration, Douglas D. Wilson, CFP, CTFA
Copy and paste the following RDF/HTML data fragment to cite this resource
<div class="citation" vocab="http://schema.org/"><i class="fa fa-external-link-square fa-fw"></i> Data from <span resource="http://link.coweta.ga.us/portal/The-everything-executor-and-trustee-book--a/idTKH8mglMU/" typeof="Book http://bibfra.me/vocab/lite/Item"><span property="name http://bibfra.me/vocab/lite/label"><a href="http://link.coweta.ga.us/portal/The-everything-executor-and-trustee-book--a/idTKH8mglMU/">The everything executor and trustee book : a step-by-step guide to estate and trust administration, Douglas D. Wilson, CFP, CTFA</a></span> - <span property="potentialAction" typeOf="OrganizeAction"><span property="agent" typeof="LibrarySystem http://library.link/vocab/LibrarySystem" resource="http://link.coweta.ga.us/"><span property="name http://bibfra.me/vocab/lite/label"><a property="url" href="http://link.coweta.ga.us/">Coweta Public Library System</a></span></span></span></span></div>
