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 53.
... amended to be in compliance with the new rules regarding required minimum distributions. Such amendments are especially critical if estate tax marital deduction and credit shelter trusts are involved for the trust estates of married ...
... amended, and the regulations thereunder, unless otherwise specified. 4Treas. Reg. § 20.0-2(a) and 20.0-2(b)(2); N.Y. Trust Co. (Purdy Est.) v. Eisner, 256 U.S. 345, 65 L.Ed. 963 (1921); Heitsch v. Kavanagh, 200 F.2d 178 (6th Cir. 1952) ...
... amending § 1433(b)(2)(C) of the Tax Reform Act of 1986 and § 11703(c)(4) (hereafter RRA '90 Law and Explanation). 38Priv. Ltr. Rul. 9622035 (March 4, 1996). 2. Grandparent creates a trust for grandparent's child and grandchild. Transfer ...
... amended previous tax acts, the provisions of which have not become part of the Code. Overall, much of the legislation resulting in the myriad tax acts was poorly conceived, poorly drafted, and leaned more heavily for implementation on ...
... amend the trust, either alone or in conjunction with another person (see file “APP0201.DOC” Article V). Ordinarily, upon revocation or termination of the trust, the trust property reverts to the trustor, unless the trustor directs some ...
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 |