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The Complete Book of Trusts

Sprache: Englisch.
Taschenbuch
A new, updated edition of the ultimate guide to trusts Trusts are powerful and flexible financial planning tools, and this new edition of The Complete Book of Trusts covers everything you need to know to protect your hard-earned assets from taxes, cr... weiterlesen
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The Complete Book of Trusts als Taschenbuch
Produktdetails
Titel: The Complete Book of Trusts
Autor/en: Martin M. Shenkman

ISBN: 0471214582
EAN: 9780471214588
Sprache: Englisch.
JOHN WILEY & SONS INC

April 2002 - kartoniert - 304 Seiten

Beschreibung

A new, updated edition of the ultimate guide to trusts Trusts are powerful and flexible financial planning tools, and this new edition of The Complete Book of Trusts covers everything you need to know to protect your hard-earned assets from taxes, creditors, and more. This updated Third Edition provides all the latest information on trusts, addressing recent changes due to economic growth and the Tax Relief Reconciliation Act of 2001 in such areas as transferring assets, distribution of income, gift and estate tax rules, and many others. Along with in-depth examinations of sixty different types of trusts, this book also shows you how to: * Set up a trust to manage assets in the event of disability or death* Avoid probate* Minimize or eliminate estate and other transfer taxes* Financially protect loved ones* And more
The Complete Book of Trusts, Third Edition is an invaluable resource for anyone with significant assets to protect.

Inhaltsverzeichnis

PART ONE: UNDERSTANDING THE BUILDING BLOCKS OF A TYPICAL TRUSTS. Overview of Trusts. The Trust Document: Basic Building Blocks. Transferring Assets to Your Trust. Grantor's Rights and Powers. Designations and Rights of Beneficiaries. Fiduciary Rights, Powers and Obligations. Investment Standards and Decisions. Distribution of Income and Principal. Miscellaneous Trust Provisions and Exhibits. PART TWO: TAX CONSEQUENCES OF TRUSTS. Planning for the Gift and Estate Tax. Planning for the Generation Skipping Transfer Tax. How Trusts and Beneficiaries are Taxed. PART THREE: TRUSTS FOR DIFFERENT PEOPLE AND ORGANIZATIONS. Trusts for Yourself. Trusts for Your Spouse. Trusts for NonMarried Partners. Trusts for Children and Others. Trusts for Charities. PART FOUR: TRUSTS FOR SPECIFIC TYPES OF ASSETS. Trusts to Protect Your Assets. Life Insurance Trusts. Trusts for Securities. Trusts for Business Asstes. Trust for Real Estate. Trusts for Pensions and Employee Benefits. PART FIVE: TERMINATION OF YOUR TRUST. Trust Termination. Index.

Portrait

MARTIN M. SHENKMAN, CPA, MBA, JD, is a well-known attorney with extensive knowledge of tax law and investments. He is the author of twenty-six books, including The Beneficiary Workbook, The Complete Probate Guide, and Starting a Limited Liability Company (with Samuel Weiner and Ivan Taback), all from Wiley.

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