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How To Settle Your Living Trust : How You Can Settle a Living Trust Swiftly, Easily, and Safely Paperback – April 11, 1999


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Editorial Reviews

About the Author

Henry W. Abts III holds a master's degree from the Stanford School of Business and is a licensed and registered investment adviser. He is cofounder and chairman of The Estate Plan, a company that creates and executes living trusts.

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Product Details

  • Paperback: 464 pages
  • Publisher: McGraw-Hill; 1 edition (April 11, 1999)
  • Language: English
  • ISBN-10: 0809228440
  • ISBN-13: 978-0809228447
  • Product Dimensions: 8.4 x 1.2 x 10.9 inches
  • Shipping Weight: 3 pounds
  • Average Customer Review: 3.5 out of 5 stars  See all reviews (12 customer reviews)
  • Amazon Best Sellers Rank: #578,221 in Books (See Top 100 in Books)

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Customer Reviews

3.5 out of 5 stars
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Most Helpful Customer Reviews

39 of 42 people found the following review helpful By A Customer on August 8, 2002
Format: Paperback
I am in the process of settling a rather simple trust. However, I found this book of no use. Note the author first wrote a book titled "A Living Trust" which discussed setting up a living trust. "Settle a Living Trust" is a rehash of the "A Living Trust" with a little information about settling a trust. I wouldn't recommend buying this book if your seeking help in settling a trust.
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24 of 25 people found the following review helpful By A Customer on June 5, 1999
Format: Paperback
Some repeated sad stories from his first book "The Living Trust". Once past these, there is some very useful info. Read it very carefully, and then take questions to his outfit, or your lawyer, or both. Then advise your next trustees so they know what is coming.
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21 of 22 people found the following review helpful By Gabriel Heiser on May 28, 2000
Format: Paperback Verified Purchase
As an attorney specializing in estate planning for 17 years, I found some good ideas in this book. However, there are a number of statements that are misleading at best and flat-out wrong (from a technical legal and tax standpoint), at worst. Still, your lawyer should be able to spot those and it's still a very worthwhile book, on the whole.
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23 of 25 people found the following review helpful By debbie g on August 13, 2005
Format: Paperback
I am amazed the author of this book had the nerve to write such a book. I used his company to settle my father's estate-it wasn't swiftOR easy-it was a NIGHTMARE- requiring 4 attorneys, three accountants and 3 years of constant legal work to clean up the mess that his company recreated. My father was middle class and trusted the advise he got from Mr. Abts- his advise ended costing us thousands in legal fees-, and 3 years of constant stress to get the mess he created cleaned up. When confronted - we found that not only was his advise bad but that he does not stand behind his advise or work! we had no legal recourse for his major mistakes as he is NOT an attorney!
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3 of 3 people found the following review helpful By Fynn is my name on March 5, 2009
Format: Paperback
This book did not help me in a situation that many of you out there will find yourself in. I was second in line out of ten kids to be "Successor Trustee" and my sister was primary. She craves power so much that she has refused to provide any type of data regarding what is legally yours. You are suppose to receive the following.

1. A Statement of Assets and Liabilites of the Trust at the time of death.

2. A copy of the Federal Tax ID from the Trust.

3. A copy of how the assets were taking care of and how the taxes or tax refunds were dealt with.

Being the power monger that my sister is she has refused to provide this information and says "You are just greedy!" Appeal to Emotion fallacy to prevent a person from doing business and making it a personal attack. So far it has been three years and I have yet to get a copy of anything with letters written. I thought this book would help me but it is more for those who are Living and writting their trust. So if you got burned like me this book is not for you and you need to hire a lawyer (Will and Estate.) God Bless You and I hope this review helped you!

Fynn
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1 of 1 people found the following review helpful By Kyran's Den on February 26, 2014
Format: Paperback Verified Purchase
As the Trustee for a family trust, when the time came to settle the attorneys wanted more money. After going through this book, I found that what the attorneys wanted to be paid for I had either already done or could easily do myself. The only drawback was that after the book published, a new requirement regarding filing an affidavit of death of trustee is now required. If an updated version were to be offered, any recent changes in the law might be addressed.
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