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 83.
... estate planning has been significantly impacted by the federal transfer tax system; namely, estate tax, gift tax ... owner's property at death.6 In a way, this is all very interesting but quite academic. Not so academic, however, is the fact ...
... estate owners to plan their estates. Before 1977, two separate tax rate schedules applied to lifetime gifts and transfers of property at death. Congress viewed the two-tax-rate system as a way for people to avoid paying the higher tax ...
... estate and gift tax planning benefit has been more misunderstood and misused ... owners had come to rely for the avoidance of transfer tax on their wealth ... estates as a technique for reducing the value of the gross estate subject to ...
... estate owners as the already unmanageable law it modified or replaced. Additional complexity and confusion have been ... estates toward closer tax parity and effected myriad other technical changes to the Code with respect to estate ...
... owner's property at death. Furthermore, the preparation of wills used to be a loss leader—the theory being that such client services led to other business, including a profitable fee for probating the testator's estate ... Estate Planning 17 ...
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 |