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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... Tax Savings 105 Disinheriting a Family Member 105 Chapter 5 Disadvantages, Reservations, and Limitations of a Revocable Living Trust 107 Overview 107 Nontax Disadvantages 107 Alleged Tax Disadvantages ... Estate Tax State Death viii Contents.
Doug H. Moy. CHAPTER 1 Continuing Need for Estate Planning TRANSFER TAX SYSTEM For decades, estate planning has been significantly impacted by the federal transfer tax system; namely, estate tax, gift tax, and the generation-skipping ...
... tax is controlled by state law. The federal estate tax is merely a tax imposed upon the transfer of the value of property at death ... Tax Code Section 2501 imposes a progressive excise tax on the value of lifetime transfers of property by ...
... tax, the donor is considered a nonresident—not a citizen of the United ... estate tax valuation. The value of the property gifted is the price at which ... estate tax could be avoided from one generation to another by placing property in ...
... tax on lifetime transfers or estate tax imposed at death. Observation Certain interests are disregarded if the primary purpose of the interest is to avoid any GSTT. For example, if a transferor placed property in a trust that is to pay ...
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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 |