Sandra Price co-authors new edition of CEB’s Action Guide, “Handling Postmortem Trust Administration”
December 2015Suggested 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