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Your Trustee Duties (Allyear Tax Guides Series 300: Retirees and Estates)

Holmes Crouch




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 | #2615271 in Books |  Allyear Tax Guides |  1998-03 | Original language:English | PDF # 1 |  .63 x6.05 x9.01l, | File type: PDF | 224 pages

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||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-type|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.
You easily download any file type for your device.Your Trustee Duties (Allyear Tax Guides Series 300: Retirees and Estates)   |  Holmes Crouch.Not only was the story interesting, engaging and relatable, it also teaches lessons.

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