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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1.–5. rezultāts no 24.
... Internal Revenue Code (IRC; the Code) Internal Revenue Service (“IRS” or “the Service”) joint tenants with right of survivorship (JTWROS) limited liability company xv Living Trusts Third Edition: Abbreviations, Acronyms, and Synonyms.
Doug H. Moy. joint tenants with right of survivorship (JTWROS) limited liability company (LLC) National Service Life Insurance (NSLI) nonsocial security equivalent benefit (NSSEB) out-of-state probate (ancillary probate) payable on death ...
... (JTWROS), or the surviving spouse is designated benefi- ciary of the decedent spouse's contract benefits (e.g., qualified plan benefits, 401(k) plans, Simplified Employee Pensions (SEP), Individual Retirement Accounts (IRA), Keogh plans ...
... JTWROS . Finally , the absence of probate may also prevent publicity and ensure privacy about the nature and value of the property passing to the surviving co - tenant . Bank Trust Accounts and Contract Benefits Bank accounts and ...
... JTWROS; tenants by the entirety (with right of survivorship); ten- ants in common with right of survivorship; survivorship in a community property agreement]; 4. Operation of law [i.e., dying without a will (intestate succession)]; and ...
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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 |