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 60.
... marital deduction and credit shelter trusts are involved for the trust estates of married trustors. Complete indepth discussion of the requirements for naming the trustee of a revocable living trust beneficiary of qualified plans is ...
... marital deduction;20 (4) gifts that qualify for the gift tax annual exclusion;21 and (5) gifts that qualify for the educational and medical expenses exclusion.22 Gifts that qualify for the gift tax annual exclusion are indexed for ...
... exemption from GSTT for a decedent who was mentally incompetent on October ... exemption contained in the transitional rule solely as a result of the late filing ... marital trust in the surviving spouse's gross estate pursuant to I.R.C. ...
... marital trust and that the decedent's estate would be deemed to have made a reverse QTIP election43 with respect to the marital trust.44 IMPACT OF TAX ... marital deduction. No single Impact of Tax Legislation 9 Impact of Tax Legislation.
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 |