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 46.
... Rights at Death Act (CPRDA) Economic Recovery Tax Act of 1981 (ERTA '81) Employee Stock Ownership Plan (ESOP) employer ... right of survivorship (JTWROS) limited liability company. xv Living Trusts Third Edition: Abbreviations, Acronyms ...
Doug H. Moy. joint tenants with right of survivorship (JTWROS) limited liability company (LLC) National Service Life Insurance (NSLI) nonsocial security equivalent benefit (NSSEB) out-of-state probate (ancillary probate) payable on death ...
... right of survivorship, by beneficiary designation in a contract, or by the law of intestate distribution (i.e., to die 111I.R.C. § 2511(c). 112See Commerce Clearing House, ed., 2001 Tax Legislation: Law, Explanation and Analysis ...
... right of survivorship (JTWROS), or the surviving spouse is designated beneficiary of the decedent spouse's contract benefits (e.g., qualified plan benefits, 401(k) plans, Simplified Employee Pensions (SEP), Individual Retirement ...
... law of wills, trusts, life insurance, forms of property ownership, interests in property, and how these areas of the law ... right of survivorship with another person; (2) designate an immediate family member or close trusted friend as ...
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 |