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 91.
... income to a greatgrandchild for a relatively short period then income to a ... beneficiary who is at least two generations younger than the transferor ... estate or gift tax, 6 Continuing Need for Estate Planning.
... beneficiary, no portion of the principal or income of the trust may be distributed to or for the benefit of anyone other than such beneficiary; and (b) if the beneficiary dies before the trust is terminated, the assets of the trust will ...
... income in respect of a decedent (IRD) (I.R.C. Section 691); gifts of ... beneficiary designations of contract benefits. UNDERSTANDING THE FIVE ... Estate Planning Understanding the Five Estates in Estate Planning.
... Beneficiary Designations of Contract Benefits Incorrect beneficiary ... income tax consequences upon the death of a plan participant.129 Life ... estate owner makes the mistake of not providing adequate 30 Continuing Need for Estate Planning.
... estate. Provision can be made for the appointment of a successor trustee, for example, by “a majority in interest of those beneficiaries of such trust to whom income and/or principal may then be paid or who may be entitled to a ...
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 |