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! |
No grāmatas satura
1.–5. rezultāts no 56.
... practitioners within his field of specialization—namely, estate/gift taxation and planning, with special expertise in ... Practitioner's Guide to Estate Planning: Guidance and Planning Strategies, 2 vols., published by Aspen Publishers ...
... guide the person responsible for building the end product; namely, the legal documents required to implement and ... practitioner needs to know how to correctly complete Form 706; conversely, to correctly complete Form 706, the practitioner ...
... Practitioner's Guide to Estate Planning: Guidance and Planning Strategies, 2 vols. (New York: Aspen Publishers, 2002, § 30.03[J], at 30-49 (hereafter Moy, A Practitioner's Guide to Estate Planning). “(D) The investment adviser's fee ...
... Practitioner's Guide to Estate Planning, § 7.01[A], at 7-5. in the gross estate of the DECEDENT TRUSTOR as provided 40 Framework of a Revocable Living Trust.
... practitioner experienced in advising attorneys in such matters. This article in the trust agreement provides the ... Practitioner's Guide to Estate Planning, § 30.03 [C] at 30-19. because the value of such interest is reduced by any.
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 |