The trustee's legal companion

Should you serve as trustee?

Thinking like a trustee

Working with beneficiaries

The first few months

Assets that should be in the trust, but aren't

Life insurance, retirement plans, and other assets outside the trust

Getting help when you need it

Managing ongoing trusts

Investing trust assets

Dealing with taxes

Trust accountings

Terminating the trust.

Should you serve as trustee?

Thinking like a trustee

Working with beneficiaries

The first few months

Assets that should be in the trust, but aren't

Life insurance, retirement plans, and other assets outside

Getting help when you need it

Managing ongoing trusts

Investing trust assets

Dealing with taxes

Trust accountings

Terminating the trust.

Should you serve as trustee?

Thinking like a trustee

Working with beneficiaries

The first few months

Assets that should be in the trust, but aren't

Life insurance, retirement plans, and other assets outside

Getting help when you need it

Managing ongoing trusts

Investing trust assets

Dealing with taxes

Trust accountings

Terminating the trust.