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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1.–5. rezultāts no 77.
... tax practitioners within his field of specialization—namely, estate/gift taxation and planning, with special ... tax shelters, and preparation of Form 706 Estate Tax Returns and Form 709 Gift Tax Returns. He offers particular assistance ...
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 ...
... Tax Reform Act of 1986 (TRA '86) Tax Reform Act of 1976 (TRA '76) tax-deferred annuity (TDA) tax-sheltered annuity ... Gift (and Generation-Skipping Transfer) Tax Return (Form 709) U.S. Individual Income Tax Return (Form 1040) U.S. ...
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 ...
... Gift Tax Code Section 2501 imposes a progressive excise tax on the value of lifetime transfers of property by individual citizens or residents of the United States.7 The first federal gift tax was imposed by the Revenue Act of 1924 ...
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 |