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 39.
... community property, lottery-prize winnings, structured settlement trusts, extricating clients from abusive trust tax shelters, and preparation of Form 706 Estate Tax Returns and Form 709 Gift Tax Returns. He offers particular assistance ...
... Community Property Rights at Death Act (CPRDA) Economic Recovery Tax Act of 1981 (ERTA '81) Employee Stock Ownership ... joint tenants with right of survivorship (JTWROS) limited liability company. xv Living Trusts Third Edition ...
... property passing to a decedent's beneficiaries outside of probate ... marital deduction was previously claimed (I.R.C. Section 2044); prior ... owned at death that could not be transferred by a will or by intestate distribution, such as a ...
Doug H. Moy. intestate distribution. Probate property includes all property a person owns individually as tenants in common and, in certain cases, as community property. Any property that is payable to or distributable to the decedent's ...
... common with right of survivorship; survivorship in a community property agreement]; 4. Operation of law [i.e., dying without a will (intestate succession)]; and 5. Revocable or irrevocable living trust created and funded during the ...
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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 |