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 81.
... Treasury Regulations issued by the Internal Revenue Service relative to re- quired minimum distributions from qualified plans, a new Chapter 15 has been added just to address Qualified and Nonqualified Plans. In view of these Treasury ...
... Treasury (Secretary) Simplified Employee Pensions (SEP) social security equivalent benefit (SSEB) supplemental disability income (SDI) supplemental security income (SSI) Tax Reform Act of 1986 (TRA '86) Tax Reform Act of 1976 (TRA '76) ...
... Treasury Regulations say that the estate tax is “neither a property tax nor an inheritance tax” but, rather, “is a tax imposed upon the transfer of the entire taxable estate and not upon any particular . . . distributive share.” On the ...
... Treasury Regulation Section 25.2501-1(a)(3) or (2) the gift was made before January 1, 1967, by a nonresident alien who ... Treas. Reg. §§ 25.2501-1(a)(3)(i), 25.2511-1(b), 25.2511-3(a)(i). 13Treas. Reg. § 25.2511-3(a)(2). The donor's ...
... Treas. Reg. § 25.2501-1(d), examples 2 and 5, and Treas. Reg. § 20.2209-1, examples 2 and 5. 15See Rev. Rul. 74-25, 1974-1 C.B. 284; Priv. Ltr. Rul. 9720029 (February 13, 1997). 16Treas. Reg. § 25.2512(a). 17Treas. Reg. § 25.2512-1. 18I ...
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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 |