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 38.
... amount (unified credit) applicable exclusion amount (exemption amount) applicable federal rate (APR) Bureau of Land Management (BLM) certificate of beneficial interest (CBI) certificate of deposit (C.D.) Committee on Uniform Security ...
... amount of the gift for purposes of the GST tax is $39,000 [$50,000 – $11,000 gift tax annual exclusion for a gift of a present interest (2002) = $39,000]. Whether grandparent pays any GST tax depends on the extent of the grandparent's ...
... deduction. Its misuse, in conjunction with the federal estate tax exemption amount, has done more than any other single factor to cause the payment of additional and unnecessary federal estate tax upon the subsequent death of the ...
... exemption amount was to have increased from $600,000 in 1997 to $1 million in 2006 and thereafter.54 After 1998, the $10,000 gift tax annual exclusion, the $750,000 ceiling on special use valuation, the $1 million generation-skipping ...
... exemption amount is $1 million in 2002 and thereafter.58 Federal Estate Tax Exemption Amount Increased The 2001 Act phases in a new applicable exclusion amount (exemption amount) and applicable credit amount,59 which is gradually ...
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 |