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 89.
... Estate 90 Financial Guardianship Unnecessary 90 Probate Unnecessary 94 Challenges by Disgruntled Beneficiaries 103 Record of Property Ownership 103 Federal Estate Tax Savings 105 Disinheriting a Family Member 105 Chapter 5 Disadvantages ...
... estate planning has been added. Four complete sample revocable living trusts and pour-over wills are included in the ... probate costs; save thousands in unnecessary estate taxes; and protect children's inheritances from divorces ...
... estate of those clients who died with a properly funded living trust was ... probate at death. Funding a revocable living trust is usually not a one-time ... estate planning, degrees of ignorance are more plentiful than experts. Most ...
... probate (ancillary probate) payable on death (POD) Private Letter Ruling (Priv. Ltr. Rul.) qualified domestic trust ... Estate (and Generation-Skipping Transfer) Tax Return (Form 706) United States Fiduciary Income Tax Return (Form 1041) ...
... Probate & Property 32 (September-October 2001); Northern Trust Company, “The Economic Growth and Tax Relief Reconciliation Act of 2001,” in 3 Financial and Estate ... estate tax, for example, may no longer 18 Continuing Need for Estate ...
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 |