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 78.
... rules established under TRA '76 by imposing a completely new set of rules. Gone also were many of the loopholes upon which generations of practitioners and estate owners had come to rely for the avoidance of transfer tax on their wealth ...
... rules promulgated under TRA '76, ERTA '81, TRA '86, the 1997 Act, and what may well prove to be nonpermanent rules under the 2001 Act. Repeal of the Federal Estate and Generation-Skipping Transfer Tax Perhaps the most significant impact ...
... rule, a charitable remainder trust is not a grantor trust; but a revocable living trust is a grantor trust. Definition of an Estate At the risk of oversimplification, all of a person's property or interests in property comprises his or ...
... rule is a pour-over will that directs property in the decedent's probate estate to be distributed under the terms of a revocable living trust (RLT) created before a person's death. Such assets may be subject to a probate proceeding ...
... rule is when the estate of the insured decedent is designated primary beneficiary of the insurance proceeds. By such a designation, the insurance proceeds are payable to the insured decedent's estate (or trust estate, in the case of a ...
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 |