Search -
Your Trustee Duties: Tax Guide 305 (Series 300: Retirees and Estates)
Your Trustee Duties Tax Guide 305 - Series 300: Retirees and Estates Author:Holmes F. Crouch The obligations and responsibilities of trustees are laid out in this guide to working with attorneys, understanding tax procedures, and real-life examples. From completing a 1041 form to determining which financial records to pay particular attention to, this primer offers tips for every step of being a conscientious trustee. Instructions for c... more »losely reviewing a contract, taking inventory of the sources of trust income, and terminating a trust are also included.« less