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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!
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!
€28.99
Inhaltsverzeichnis
Preface.Acknowledgments.
Abbreviations, Acronyms, and Synonyms.
PART I. THE REVOCABLE LIVING TRUST IN PERSPECTIVE.
Chapter 1. Continuing Need for Estate Planning.
Chapter 2. Framework of a Revocale Living Trust.
Chapter 3. Trustee’s Powers, Duties, and Responsibilities.
Chapter 4. Property Management and Other Benefits.
Chapter 5. Disadvantages, Reservations, and Limitations of a
Revocable Living Trust.
PART II. OPERATION OF A REVOCABLE LIVING TRUST AND THE IMPACT OF
TAXES.
Chapter 6. Lifetime Operation of a Revocable Living Trust.
Chapter 7. Federal Income Tax.
Chapter 8. Federal and State Transfer Taxes.
PART III. LIFETIME FUNDING OF A REVOCABLE LIVING TRUST.
Chapter 9. Overview of the Funding Process.
Chapter 10. Real Property Interests.
Chapter 11. Publicly-Traded Securities and U.S. Government
Obligations.
Chapter 12. Closely-Held Business Interests.
Chapter 13. Accounts in Banks, Savings Associations, and Credit
Unions.
Chapter 14. Tangible and Intangible Personal Property.
Chapter 15. Qualified and Nonqualified Retirement Plans.
Chapter 16. Life Insurance and Annuities.
PART IV. SUPPORTING DOCUMENTS.
Chapter 17. Power of Attorney and Pour-Over Will.
Bibliography.
Index.
Über den Autor
DOUG H. MOY is a Consulting Specialist in estate/gift taxation and planning. His articles regularly appear in both the National Public Accountant and the Tax Management Estates, Gifts and Trusts Journal. He is a nationally recognized and much sought-after seminar speaker and specialist in his field, particularly in living trusts and community property.
Sprache Englisch ● Format PDF ● Seiten 432 ● ISBN 9780471456209 ● Dateigröße 1.6 MB ● Verlag John Wiley & Sons ● Erscheinungsjahr 2004 ● Ausgabe 3 ● herunterladbar 24 Monate ● Währung EUR ● ID 2328203 ● Kopierschutz Adobe DRM
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