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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Doug H. Moy. Person Responsible for Payment of Federal Estate Tax State Death and Inheritance Taxes Federal Gift Tax State Gift Tax Generation-Skipping Transfer Tax Part III Lifetime Funding of a Revocable Living Trust Chapter 9 Overview ...
... generation-skipping transfer (GST) generation-skipping transfer tax (GSTT) grantor retained annuity trust (GRAT) grantor retained unitrust (GRUT) growers cooperative (co-op) income in respect of a decedent (IRD) Individual Retirement ...
... transfer on death (TOD) Treasury Regulations (Regulations) Under Declaration of Trust (U/D/T) United States Estate (and Generation-Skipping Transfer) Tax Return (Form 706) United States Fiduciary Income Tax Return (Form 1041) United ...
Doug H. Moy. CHAPTER 1 Continuing Need for Estate Planning TRANSFER TAX SYSTEM For decades, estate planning has been significantly impacted by the federal transfer tax system; namely, estate tax, gift tax, and the generation-skipping ...
... Generation-Skipping Transfer Tax Before the Tax Reform Act of 1976 (TRA '76), successive estate tax could be avoided from one generation to another by placing property in trust for beneficiaries of two or more ... Transfer Tax System 5.
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 |