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 89.
... Principal Residence 175 United States Savings Bonds 182 Qualified Replacement Property 183 Tax Returns and Reporting Methods 184 Obtaining a Taxpayer Identification Number 189 Tax Year 190 State Taxes 191 Chapter 8 Federal and State ...
... principal or income to satisfy support obligations is discretionary or pursuant to any state law substantially equivalent to the Uniform Gifts to Minors Act, the parent will not be considered to have an interest in the trust for GST ...
... 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 be includable in the gross ...
... principal to the grandchild during the life of the child, that distribution is a GST. 3. Grandparent creates a testamentary trust and provides a life estate for grandparent's child with remainder to grandchild. Child receives income ...
... principal to his or her grandchildren without taking into account the impact of the generation-skipping transfer tax. Changes in the federal estate tax marital deduction further complicated the use of formulas in order to ensure ...
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 |