Introduction 1 Part I: Getting Started with Estate and Trust Administration 7 Chapter 1: Operating in a Fiduciary World 9 Chapter 2: Exploring the Ins and Outs of Estates 19 Chapter 3: Identifying Different Types of Trusts 31 Chapter 4: Assembling Your Team Members and Knowing When to Use Them 57 Part II: Administering an Estate 73 Chapter 5: Taking the First Steps after Death 75 Chapter 6: Navigating the Probate Process 91 Chapter 7: Marshalling and Liquidating Assets 109 Chapter 8: Paying the Debts, Expenses, Bequests, and Devises from the Estate 133 Chapter 9: Closing the Estate 147 Part III: Operating a Revocable or Irrevocable Trust 157 Chapter 10: Understanding the Trustee s Duties 159 Chapter 11: Funding the Trust 171 Chapter 12: Investing the Trust s Assets and Paying Its Expenses 183 Chapter 13: Paying Trust Beneficiaries 203 Chapter 14: Creating and Keeping Trust Records 217 Chapter 15: Terminating the Trust 231 Part IV: Paying the Taxes 241 Chapter 16: Preparing the Estate Tax Return, Part 1 243 Chapter 17: Preparing the Estate Tax Return, Part 2 263 Chapter 18: Filing Income Tax Returns for a Decedent, Estate, or Trust 287 Chapter 19: Weighing Income Tax Implications 311 Chapter 20: Reporting Tax Info on Schedule K-1 321 Part V: The Part of Tens 333 Chapter 21: Ten Pitfalls for the Unwary 335 Chapter 22: Ten Types of Taxes You May Have to Pay 343 Appendix A: Glossary 349 Appendix B: State-by-State Rules of Intestacy and Estate or Inheritance Tax 359 Index 379
Margaret Atkins Munro, EA, is a tax advisor, writer, and lecturer with more than 30 years' experience in trusts, estates, family tax, and small business. Kathryn A. Murphy, Esq., is an attorney with more than 20 years' experience administering estates and trusts and preparing estate and gift tax returns.
Paralegal is one of the fastest growing career choices in America and Paralegal Career For Dummies gives students and other future paralegals all the information they need to succeed in this exciting field. Readers will discover the vital basics of the career, from preparing documents to performing legal research to law office management.
Brimming with the most recent changes in immigration laws, this reader-friendly guide includes up-to-date examples of various citizenship forms (plus how to fill them out!), a guide to the citizenship application process, and check-up tests complete with answers. U.S.
U.S. Constitution For Dummies explains what was intended when the document was written, what its provisions mean today and how they are likely to be interpreted in the future. It's the guide to understanding this remarkably brief document that has guided the formation of American democracy for more than 200 years.
Do you know your legal rights and responsibilities if you're buying or selling a home, moving in with your partner, returning goods, getting your personal finances in order or dealing with a problematic neighbour?
Do you have a great idea for the next big thing, an eye-catching new corporate logo, or an exciting new business concept? Understand how to safeguard your ideas and creations with this expert guide to the fundamentals of intellectual property.
Upgrading your order to Express Delivery
Most of our bestselling titles are available for express delivery within the UK, just look out for the Express Delivery on the product page.
There are two speedy upgraded delivery options for mainland UK:
Royal Mail First Class (1-2 working days, except Sundays) just £2.85 per order
Tracked next day courier (next working day) just £4.95 per order
Royal Mail First Class - £2.85 per order:
Royal Mail aims to deliver within 1-2 working days* (Mon-Saturday). Order before 13:00 Mon-Friday (excluding public holidays) and your books should arrive the next day (excludes Sunday & public holidays). This delivery service is not tracked.
Tracked next day courier - £4.95 per order:
Guaranteed, tracked and signed for, next working day* courier delivery. Order before 17:00 Mon-Thursday and receive your book the next day (excludes Saturday, Sunday & public holidays). Our courier delivers between 08:00 and 19:00.
*Northern Ireland, Scottish Highlands and Islands usually receive a 2-3 working day service for First Class. For Tracked Courier, it’s a 2 working day service and you need to order by 15:00. Unfortunately, we don't currently offer Express Delivery outside the UK, Gibraltar, Guernsey or Jersey. All deliveries are subject to cut-off times and public holidays.
‘Ready To Go’ - What is it?
These are essentially books that are in our U.K warehouse, which are ready to be dispatched, pretty swiftly (usually within 1-2 working days!).
The dispatch time frame is factored into the delivery estimate you see on this page.
Don’t forget every single book on our website is available with free worldwide delivery, no minimum spend required.