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 60.
... comprise more than 50 percent of a decedent's estate and certain other requirements are met. In general, the provision excludes the first $1 million of value in qualified family-owned business interests from a decedent's taxable estate ...
... trust is not a grantor trust; but a revocable living trust is a grantor trust. Definition of an Estate At the risk of oversimplification, all of a person's property or interests in property comprises his or her gross estate.113 Legally ...
... trust); 2. Contract (e.g., a life insurance policy). Designation of a ... trust estate, in the case of a living trust) and are distributable, along with all ... comprising the probate estate will not be released from the probate process ...
... Trust Assets. With respect to securities comprising the trust assets, the Trustee (corporate or individual) is requested, without being required, to consult with Steve K__________________, presently of Thompson and Smith Investment ...
... trust estate as a whole and not against any distributable share. Trustor is ... trust estate and will respect Trustor's request that the compensation of the ... comprising part of the trust estate assets, shall not abridge, compromise ...
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 |