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 87.
... trustor-trustee, as the primary beneficiary, are also identified: “The contingent beneficiaries of the Trust Estate shall be those persons designated in Article I.” Although the living trust cannot fail if the trustee is not identified ...
... trustor, trustee, and primary beneficiary of the living trust are all one and the same person. This does not mean that other persons cannot also be primary beneficiaries during the trustor's lifetime. Upon the trustor's death, persons ...
... Trustor-Husband. Such property may include separate property and quasicommunity property. For convenience, all such property shall be referred to in this Trust Agreement as “separate property.” Trustor-Husband does not intend to change ...
... trustor's lifetime to the extent that the trustor cannot manage his or her affairs, becomes incompetent (whether or not a proper court of jurisdiction has declared trustor incompetent), mentally ill, or in need of a conservator—all as ...
Doug H. Moy. required to enable the trustee to effectively utilize the trustee powers. Hence, whether the trustor is incapacitated or is deceased, then, in order to carry out the trustor's intentions, the trustee is authorized to alter ...
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 |