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! |
No grāmatas satura
1.–5. rezultāts no 89.
... Trusts Deposits to Existing Accounts Chapter 14 Tangible and Intangible Personal Property Classification of Tangible ... Decedent Trustor's Qualified Plan Benefit by Surviving Spouse Trustee as Intermediary Payee of Qualified Retirement ...
... decedent's business partner serving as co-trustees; how to compensate a ... trustor's as- sets is correctly conveyed to the trustee; in other words, the ... trustor's death, it can facilitate estate administration without the necessity of ...
... trustor's lifetime or the conveyance documents are incorrectly prepared ... decedent's estate includes property eligible for the tax-favored benefits of ... trustor's execution of the instrument. From the foregoing, it should be apparent ...
... trustor conveys legal title to property to the trustee (or, upon the trustor's death, his or her Will transfers [pours over] property comprising the decedent trustor's probate estate to the revocable living trust). This process of ...
... Trustors acknowledge that they have transferred to the Trustee the property set forth in Schedule “A,” Schedule “B,” Schedule “C,” and Schedule “D” hereunto attached ... DECEDENT TRUSTOR as provided 40 Framework of a Revocable Living Trust.
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 |