Your Trustee Duties: Tax Guide 305 (Series 300: Retirees and Estates)
by Holmes F. Crouch
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Book Summary Information
Author: Holmes F. CrouchEdition: Paperback
Audio: English (Unknown); English (Original Language); English (Published)
Published: 1998-03
ISBN: 0944817408
Number of pages: 224
Publisher: Allyear Tax Guides
Book Reviews of Your Trustee Duties: Tax Guide 305 (Series 300: Retirees and Estates)
Book Review: Disappointed
Summary: 1 Stars
This might be a good book if you're Trustee of a multi-million dollar estate, with multiple stocks, million-dollar properties, and yachts. It was not useful for my situation, which I couldn't determine from the description and reviews. If the estate is that complicated and that much money is involved, I'd get an attorney. It would be worth it.
Summary of Your Trustee Duties: Tax Guide 305 (Series 300: Retirees and Estates)
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.
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