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 decedents Last Will, eliminate a lifetime court-supervised financial guardianship of a persons financial affairs in the event of physical or mental incapacity, and, upon the trustors 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 trustors financial affairs in both life and death. Order your copy today! |
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1.5. rezultāts no 82.
... effect, the exemption amount is the reciprocal of the unified credit. The exemption is the amount of the gross estate exempt from (not subject to) federal estate tax or 57I.R.C. §§ 2210(a); 2664 flush language and (d). 58I.R.C. § 2505(a)( ...
... effect, the Code of 1986 will apply as if the provisions and amendments made by the 2001 Act had never been enacted.107 CONTINUING NEED FOR ESTATE PLANNING Prior to the enactment by Congress of TRA '76, estate planning was relatively ...
... effect at death (I.R.C. Section 2037); revocable transfers of property (I.R.C. Section 2038); property subject to a grantor retained annuity or income trust (I.R.C. Section 2702); property subject to a general power of appointment ...
... effect as owning property jointly with right of survivorship. In situations involving married persons, too much property may be eligible for the estate tax marital deduction in the estate of the first decedent spouse, resulting in ...
... effect on the death of the testator. Of all the forms of property ownership, property owned by a trustee of a living trust is perhaps the most interesting. Knowing the cast of characters involved in the ownership of trust property is ...
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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 |