Living TrustsJohn Wiley & Sons, 2004. gada 28. apr. - 432 lappuses Everything estate owners need to establish a successful living trust When properly designed, a revocable living trust can provide all of the estate tax-saving benefits available under a decedent’s Last Will, eliminate a lifetime court-supervised financial guardianship of a person’s financial affairs in the event of physical or mental incapacity, and, upon the trustor’s death, facilitate estate administration without the necessity of a court-supervised process, or probate. Shockingly often, however, trusts are poorly designed and underfunded, nullifying all of their considerable advantages. Living Trusts, Third Edition shows the estate owner how to set up, fund, and manage a living trust that will protect the trustor’s financial affairs in both life and death. Order your copy today! |
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... estate/gift taxation and planning, with special expertise in living trusts, community property, lottery-prize winnings, structured settlement trusts, extricating clients from abusive trust tax shelters, and preparation of Form 706 Estate ...
... Estate Planning 3 Transfer Tax System 3 Impact of Tax Legislation 9 The Economic Growth and Tax Relief ... Estate Planning 17 Understanding the Five Estates in Estate Planning 20 Effective Estate Planning Defined 26 Misconceptions about ...
... estate planning has been added. Four complete sample revocable living trusts and pour-over wills are included in the appendices. Additional suggested language has been included to guide the reader and his or her attorney on such issues ...
... estate planning, degrees of ignorance are more plentiful than experts. Most people don't know how to ask what they don't know. Throughout Living Trusts are questions for the reader to ask his or her attorney, together with the answers ...
Doug H. Moy. CHAPTER 1 Continuing Need for Estate Planning TRANSFER TAX SYSTEM For decades, estate planning has been significantly impacted by the federal transfer tax system; namely, estate tax, gift tax, and the generation-skipping ...
Saturs
Part II Operation of a Revocable Living Trust and the Impact of Taxes | 133 |
Part III Lifetime Funding of a Revocable Living Trust | 213 |
Part IV Supporting Documents | 377 |
Bibliography | 391 |
Index | 399 |