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 57.
... percent of all estates from estate and gift taxes!” Unfortunately, many people believed this—probably because it was what they wanted to hear. Apparently, though, because of the increased amounts exempt from estate and gift tax, the new ...
... percent interest rate to 2 percent and makes the interest paid on estate tax deferred under I.R.C. Section 6166 nondeductible for estate and income tax purposes. Finally, as a general rule, the Service cannot revalue a gift for estate ...
... percent 2003 $1 million 49 percent 2004 $1.5 million 48 percent 2005 $1.5 million 47 percent 2006 $2 million 46 percent 2007 $2 million 45 percent 2008 $2 million 45 percent 2009 $3.5 million 45 percent 2010 N/A (taxes repealed) Top ...
... percent; 2004, 48 percent; 2005, 47 percent; 2006, 46 percent; and, in 2007, 2008, and 2009, 45 percent.72 In 2002, the 5 percent surtax (which phased out the benefit of the graduated rates) was repealed.73 As previously mentioned, the ...
... percent of the fair market value of the property for which reporting was required, determined at the date of the decedent's death (for property passing at death) or determined at the time of gift (for a lifetime gift).101 Lifetime Gifts ...
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 |