December 2018
Beginner
432 pages
12h 30m
English
Content preview from Estate & Trust Administration For Dummies, 2nd Edition
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Chapter 4
Assembling Your Team Members and Knowing When to Use Them
IN THIS CHAPTER
Identifying what you can and can’t do yourself
Locating an attorney
Assessing accountants
Finding other experts and assistants
Considering the facts about malpractice
The universe of trusts and estates is quite unlike any other and has its own sets of rules and conventions that may seem completely foreign. In the fiduciary (trust and estate) cosmos, accounting rules are different, and so are many of the tax laws.
Navigating these new waters by yourself isn’t impossible, but it’s also not uncommon to want expert advice and assistance along the way. In this chapter, we tell you about different types of advisors you may want to consult, from attorneys and accountants to investment advisors, appraisers, and other assorted professionals.
Finding What You Need to Go It Alone
We both know lots of people who have successfully maneuvered their way through the world of estate or trust administration unassisted. ...
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O’Reilly covers everything we've got, with content to help us build a world-class technology community, upgrade the capabilities and competencies of our teams, and improve overall team performance as well as their engagement.Julian F.
I wanted to learn C and C++, but it didn't click for me until I picked up an O'Reilly book. When I went on the O’Reilly platform, I was astonished to find all the books there, plus live events and sandboxes so you could play around with the technology.Addison B.
I’ve been on the O’Reilly platform for more than eight years. I use a couple of learning platforms, but I'm on O'Reilly more than anybody else. When you're there, you start learning. I'm never disappointed.Amir M.
I'm always learning. So when I got on to O'Reilly, I was like a kid in a candy store. There are playlists. There are answers. There's on-demand training. It's worth its weight in gold, in terms of what it allows me to do.