A Step-by-Step Guide to Estate and Trust Administration
Author: Douglas D. Wilson
Publisher: Simon and Schuster
Offers information for executors and trustees on carrying out the terms of a will or trust, including assest distribution, terminating existing accounts, opening an estate bank account, and closing the estate.
A Step-by-step Guide for Executors and Personal Representatives
Author: Benjamin Berkley
Publisher: Sphinx Publishing
Category: Business & Economics
A Step-By-Step Guide to Settling a Loved One's Estate You?ve lost someone close to you, and now you?ve been named the executor of the estate. What does that entail? What does that even mean? The Complete Executor's Guidebook takes you step-by-step through the confusing probate process from start to finish. This book explains everything you need to know to successfully serve as an executor of an estate in a simple, easy-to-understand way. --I?m not a lawyer. What do all of these words mean? --Do I have to be the executor of an estate if I?m named, or can I turn it down? --What exactly does an executor have to do? --What if I make a mistake? --Can I get in trouble? --How long will the entire process take? --Will I get paid for being an executor? --What if there is something wrong with the will? --What if there isn?t a will at all? The Complete Executor's Guidebook will help you through the entire process and keep you from making some very costly mistakes. This is the best book to give you the legal support you need at a time when you need it the most. ?This easy to read, well-organized and practical guide for executors is...written from personal experience by an estate planning attorney who knows his stuff.? -John Palmer, Host, The Prudent Advisor, Retirement Living Television and former news anchor, The Today Show
CCH's 1041 Express Answers is the ideal quick-answer tool for busy tax practitioners who prepare fiduciary income tax returns. Updated annually, 1041 Express Answers is a spiral-bound resource that helps practitioners prepare Form 1041 tax returns quickly, easily and accurately -- with practical, plain-English guidance that clearly explains the rules and procedures that the preparer needs to know to correctly complete the required tax forms. It is designed specifically for busy tax practitioners who need a ready answer to questions that arise while actually preparing the return.
Kimberley Scott Neufeld Esq.'s Book ... before this, there was her idea.... https://www.youtube.com/watch?v=XZ_3Ud19CaQ
Author: Lyndon Maither, CFE, B.Comm.
Publisher: Lyndon Maither
"In order to be in love, you have to know someone's language." A 1,350+ concentrated case-intensive analysis of the Cda. ITA treatment of testamentary common-law estates and the private common-law trust environment illustrating legal argument from case in Canada, the UK, Aust and NZ showing "curiosities and anomalies" where the Act just doesn't keep up with the dexterity of the environment: the ITA didn't apply to the underlying law. This book brings out where they are out of sync, generally with case quote from the above commonwealth common-law states. Case is chosen from these jurisdictions since there is so little well established case on the interpretation of these provisions and since all have to fiscally address the same situation: if you can find a stream of thought in one, it may be persuasive in Canada. Meant to bring to Finance Canada's attention, without judicial proceeding, 'battles' that could be lost on the premise that our government doesn't have to lose a case to evolve the Act for the better: sorry, "I'm not a Bronfman (look it up - some guy by the name of Harris, at the FCA, did)". The polished "edge of the world" in Canada, federally (beyond this lies nothing, relevantly). To be read last, read the others first. And if you find different conclusions, point them out, substantiated. If you spend 6 years in the best of libraries on the subject, vacuuming all the case you can, which is a lot - though I'll tell you there is a finite amount of it, and digest it while looking at the ITA as a conceptual "battle-line" of legal concepts and syllables w/ meaning, this is what you'll have as well.
The Probate Practitioner's Handbook is a well-established and popular guide to good practice for solicitors' firms that undertake probate and estate administration work.This new seventh edition has been comprehensively updated by leading experts to take account of developments such as: Inheritance and Trustees' Powers Act 2014 Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013 case law on mental capacity and rectification of wills Law Society Wills and Inheritance Protocol changes to tax law.In addition, new chapters have been written to cover the interpretation and rectification of wills, taking instructions, client care, costs and complaints, and post-death variations. Features such as checklists, precedents, case commentaries and examples enhance the book's usefulness to practitioners.
Author: Padraic Courtney,Nuala Casey,Anne T. McKenna,Annette O'Connell,Anna Stephenson
Publisher: Oxford University Press, USA
Wills, Probate and Estates sets out best practice and procedure in the area of wills, trusts, probate and the administration of estates. The manual provides accessible, practical and thorough coverage of this key topic, including example precedents, and fully explains the legal background to procedures.This third edition of the book deals with drafting wills - including will trusts - extracting grants of representation, and administration ofestates updated to May 2011. It covers the restrictions on testamentary freedom imposed by the Succession Act, 1965 as amended by subsequent legislation up to the recent Civil Partnership legislation, and therole of the solicitor in all aspects of this area of practice.