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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... , and Credit Unions Day-to-Day Operation Retitling Accounts Communicating with Bank Employees Credit Unions 296 296 299 301 305 Certificates of Deposit 306 Federal Deposit Insurance Corporation Coverage for Contents ix.
... Employee Dies before Commencement of Distributions Employee Dies after Commencement of Distributions Tax-Free Rollover of Decedent Trustor's Qualified Plan Benefit by Surviving Spouse 329 329 330 333 334 339 Trustee as Intermediary ...
... employees are not engaged in rendering legal, accounting, or trust ser- vices. Finally, if a question arises about conveying to the trustee of a revocable living trust ownership of a particular kind of property not addressed in Living ...
... Employee Stock Ownership Plan (ESOP) employer identification number (EIN) estate tax credit (applicable credit amount) Exclusive Economic Zone (EEZ) fair market value (FMV) family limited partnership (FLP) Federal Aviation ...
... Employee Pensions (SEP) social security equivalent benefit (SSEB) supplemental disability income (SDI) supplemental security income (SSI) Tax Reform Act of 1986 (TRA '86) Tax Reform Act of 1976 (TRA '76) tax-deferred annuity (TDA) tax ...
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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 |