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Administering a Single-Person Trust After Settlor's Death

Features the Gaw step-by-step systems approach to administering a single-person living trust after the settlor’s death; contains a comprehensive procedural checklist and single trustor hypothetical with forms.

Features the Gaw step-by-step systems approach to administering a single-person living trust after the settlor’s death; contains a comprehensive procedural checklist and single trustor hypothetical with forms.

Coverage includes:

  • Initial steps
  • Preparing for first meeting with client
  • Conducting first meeting with client
  • Immediate actions following first meeting
  • Subsequent meetings with client and CPA
  • Preparing for final distributions
OnLAW ES96940

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$ 159.00
Print ES11949

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$ 159.00
Add OnLAW to print ES96940(40)
$ 129.00

Features the Gaw step-by-step systems approach to administering a single-person living trust after the settlor’s death; contains a comprehensive procedural checklist and single trustor hypothetical with forms.

Coverage includes:

  • Initial steps
  • Preparing for first meeting with client
  • Conducting first meeting with client
  • Immediate actions following first meeting
  • Subsequent meetings with client and CPA
  • Preparing for final distributions
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP Publication
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP Publication