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 75.
... Surviving Spouse Trustee as Intermediary Payee of Qualified Retirement Plan U.S. Government/Civil Service Retirement Plans Railroad Retirement Other Retirement Plans Nonqualified Retirement Plans Chapter 16 Life Insurance and Annuities ...
... surviving spouse and decedent's business partner serving as co-trustees; how to compensate a trustee so that compensation is income tax-free to the trustee, and so forth. Seventeen new appendices have been added. Because of finalized ...
... surviving spouse's gross estate pursuant to I.R.C. Section 2044 would not affect the exempt status of the trust for GSTT purposes. The decedent executed his will in 1982 and died in 1992. The decedent's Form 706 contained the statement ...
... surviving spouse. Economic Recovery Tax Act of 1981 The new planning strategies and techniques brought about by TRA '76 were followed and further influenced by the complex rules found in the Economic Recovery Tax Act of 1981 (ERTA '81) ...
... surviving spouse. Even before ERTA '81 became law, someone created the absurd notion that it would eventually eliminate approximately “99.6 percent of all estates from estate and gift taxes!” Unfortunately, many people believed this ...
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 |