Sandra Price co-authors new edition of CEB’s Action Guide, “Handling Postmortem Trust Administration”

Suggested lists of steps to accomplish the tasks required when administering a trust following the death of the settlor.

Coverage includes:

• Initial Steps
• Inventorying, Valuing, and Managing Trust Assets (including different types of business entities)
• Trust Liabilities
• Inventorying, Valuing, and Managing Nontrust Assets
• Administering Trust
• Taxes
• Distribution and Subtrust Funding
• Final Review