December 2015

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