The Complete Book of Trusts / Edition 3 by Martin M. Shenkman | 9780471214588 | Paperback | Barnes & Noble
The Complete Book of Trusts / Edition 3

The Complete Book of Trusts / Edition 3

by Martin M. Shenkman
     
 

ISBN-10: 0471214582

ISBN-13: 9780471214588

Pub. Date: 04/04/2002

Publisher: Wiley

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

Overview

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.

Product Details

ISBN-13:
9780471214588
Publisher:
Wiley
Publication date:
04/04/2002
Edition description:
REV
Pages:
308
Sales rank:
1,162,209
Product dimensions:
8.56(w) x 11.02(h) x 0.81(d)

Table of Contents

Trust Finding Tablexiii
Part 1Understanding the Building Blocks of A typical Trust
1Overview of Trusts3
2The Trust Document: Basic Building Blocks25
3Transferring Assets to Your Trust39
4Grantor's Rights and Powers49
5Designations and Rights of Beneficiaries61
6Fiduciary Rights, Powers, and Obligations75
7Investment Standards and Decisions87
8Distribution of Income and Principal93
9Miscellaneous Trust Provisions and Exhibits101
Part 2Tax Consequences of Trusts
10Planning for the Gift and Estate Tax109
11Planning for the Generation Skipping Transfer Tax125
12How Trusts and Beneficiaries Are Taxed143
Part 3Trusts for Different People and Organizations
13Trusts for Yourself165
14Trusts for Your Spouse177
15Trusts for Nonmarried Partners187
16Trusts for Children and Others195
17Trusts for Charities205
Part 4Trusts for Specific Types of Assets
18Trusts to Protect Your Assets219
19Life Insurance Trusts231
20Trusts for Securities237
21Trusts for Business Assets239
22Trusts for Real Estate253
23Trusts for Pensions and Employee Benefits259
Part 5Termination of Your Trust
24Trust Termination265
Index275

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