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The Trustee's Legal Companion: A Step-by-Step Guide to Administering a Living Trust Paperback – May 9, 2010

ISBN-13: 978-1413311891 ISBN-10: 141331189X Edition: 1st

12 New from $35.89 22 Used from $6.57
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Product Details

  • Series: Trustee's Legal Companion: A Step-By-Step Guide to Administering a Living Trust
  • Paperback: 395 pages
  • Publisher: NOLO; 1 edition (May 9, 2010)
  • Language: English
  • ISBN-10: 141331189X
  • ISBN-13: 978-1413311891
  • Product Dimensions: 8.9 x 6.9 x 0.9 inches
  • Shipping Weight: 1.4 pounds
  • Average Customer Review: 4.6 out of 5 stars  See all reviews (36 customer reviews)
  • Amazon Best Sellers Rank: #689,961 in Books (See Top 100 in Books)

Editorial Reviews

Review

“Nolo is a pioneer in both consumer and business self-help books and software.” Los Angeles Times “Nolo is always there in a jam as the nation’s premier publisher of do-it-yourself legal books.” Newsweek --This text refers to an alternate Paperback edition.

Book Description

The guidance every trustee needs to handle paperwork, get help from experts, and keep beneficiaries informed. --This text refers to an alternate Paperback edition.

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4.6 out of 5 stars
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I like very much when a book with legal information is written in plain, easy to read English.
Jeff N
This book saved us thousands of dollars in attorney's fee by answering just about all our questions.
B. Carlsen
If you want to establish a trust for your own estate, this book will be of great help to you.
K. Davis

Most Helpful Customer Reviews

9 of 9 people found the following review helpful By Randall S. Eisenberg VINE VOICE on July 14, 2010
Format: Paperback Vine Customer Review of Free Product ( What's this? )
Once again, Nolo has produced an amazingly helpful guide to what can be a rather murky process. I had never truly understood the significance of a trust, nor the subtleties. And as co-administrator of mine, I knew i was in the right book when one of the first things I read was, "If you are a co-administrator, be warned it will make things even more difficult". Great. The authors jump right into it by describing the prospective trustee just what they're in for, and assuring you that if you have any doubts as to your abilities in this regard, to take a pass with no bad feelings.

Straightforward, you could say, like all the other Nolo books I have read. It is quite current, updated but a few months ago,and also gives information specific to particular states, which is also simply interesting to read and learn what the differences are. It also allows me to ask questions now, instead of waiting until it is too late and I can only turn to a lawyer. Not that there's anything wrong in that, but the more informed I am the better job I can do of avoiding pitfalls due to a lack of basic facts.

While I am trying to read it cover to cover, it is organized (and the authors point this out) to be also useful in skipping around should a specific issue arise. I plan on doing both- forewarned is forearmed and all- but I know when a gray area in my family trust appears, this fine book will be most illuminating.
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6 of 6 people found the following review helpful By korova on June 24, 2010
Format: Paperback Vine Customer Review of Free Product ( What's this? )
Nolo is well known for its clearly written do-it-yourself guides to handling legal issues. I've used many Nolo products in the past and have always found them to be informative and practical. "The Trustee's Legal Companion" is no exception.

Anybody who is a trustee of a living trust, or might be named as a trustee, will find this book to be an invaluable resource. The text is very comprehensive, with guidance for all of the important activities in administering a living trust: deciding if one should be a trustee, working with beneficiaries, managing assets, dealing with taxes, and terminating the trust.

As with just about all Nolo publications, this book is organized in a very straightforward way. Each chapter covers a broad topic, such as The First Few Months [of running a trust after assuming control], Assets That Should Be in the Trust-But Aren't, Thinking Like a Trustee, or Getting Help When You Need It. After a brief introduction, the text explains the key principles underlying each topic and helps you figure out your legal rights and responsibilities.

The book does have a couple of minor weaknesses. First, task checklists are scattered throughout the text. Most other Nolo books gather their checklists, often as tear-out pages, in a single appendix. Having everything in one place would be more convenient. In addition, this book is written in more of a textbook style than other Nolo titles. While the book is still easy to read and understand, the outline/bullet point format used in other books is better suited for presenting this kind of material to a general audience. These are minor quibbles though, and don't detract much from the overall quality of the book.

Bottom line: "The Trustee's Legal Companion" is a reliable, no frills-no hype guide. All living trust trustees (and prospective trustees) owe it to themselves to pick up this book. Four stars.
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3 of 3 people found the following review helpful By Gizmo on September 30, 2012
Format: Paperback Vine Customer Review of Free Product ( What's this? )
I have held off reviewing this because it's one of those products where it's hard to evaluate how good it is until it's really called upon - which, in this case, would be upon the death of a loved one with a living trust in place. In the meantime I can say this: The book is written by two estate planning attorneys and is written in language that is relatively easy to understand. Not only does the book cover the tasks required of the trustee in administering a living trust, but the book goes further and includes help for handling things that are OUTSIDE of the trust (but might involve the trustee anyway) - e.g. life insurance, retirement plans, pension plans, etc. The book has been helpful in guiding some steps we can take now with regards to the trust to facilitate it being more easily administered later. Laws may change and this may slightly change some applications of this guide over time, but I do think the guide is an excellent reference book to keep on-hand and consult periodically.
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Format: Paperback Vine Customer Review of Free Product ( What's this? )
This book was OK. If I was a law professor and giving it a grade I doubt I would mark it any higher than a C+. The title leads the reader to believe the book is going to cover Trust Law, not a particular application of trust law. However, when the book is read from cover to cover one will become keenly aware that this book is really an executor's guide that emphasizes the aspects of administering a decedent's estate where there is a trust or more than one trust involved.

I would have liked the book much better if it had focused on what the title suggested it would focus on. And since it focused on a different topic which is very difficult to consolidate into just 306 pages, I cannot rate this book all that highly. Appendix B regarding state law was certainly not on point - it covered estate administration from an executor's perspective - not a trustee's perspective. And the coverage was seriously cursory.

I also would have liked the book more if it had been organized a bit differently as follows:

I. Introduction
>>0. The trustee's companion
II. Trustee topics
>>1. Should you serve as trustee?
>>2. Thinking like a trustee
>>7. Getting help when you need it
>>4. The first few months
>>12. Terminating the trust
III. Trust topics
>>8. Managing ongoing trusts
>>3. Working with beneficiaries
>>11. Trust accountings
>>9. Investing trust assets
>>10. Dealing with taxes
IV. Nontrust assets
>>6. Life insurance, retirement plans, and other assets outside the trust
>>5. Assets that should be in the trust - but aren't
V. Appendix
>>A. Glossary
>>B. State information

The numbers included in the outline above are the actual chapter numbers in the book.
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