The Living Trust Advisor: Everything You Need to Know about Your Living Trust
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The Living Trust Advisor: Everything You Need to Know about Your Living Trust

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by Jeffrey L. Condon
     
 

Praise for The Living Trust Advisor

"The Living Trust Advisor is a necessary survival guide in the inheritance arena for every American in these turbulent economic times."
—Congressman Thaddeus McCotter

"Living trusts can be the most important part of an estate plan-saving time and money by reducing or eliminating estate taxes and by avoiding probate.

Overview

Praise for The Living Trust Advisor

"The Living Trust Advisor is a necessary survival guide in the inheritance arena for every American in these turbulent economic times."
—Congressman Thaddeus McCotter

"Living trusts can be the most important part of an estate plan-saving time and money by reducing or eliminating estate taxes and by avoiding probate. For all those who have or are considering a living trust, The Living Trust Advisor is an invaluable source and an essential tool for any estate plan. Your beneficiaries will thank you."
—Angelique M. Neal,

former attorney with the IRS,

Office of Chief Counsel, Los Angeles

"In The Living Trust Advisor Jeffrey Condon not only shows how to make the baffling world of trusts work for the average person, but gives invaluable advice on navigating the complex web of family emotions that inevitably come to the surface in estate planning. His expert advice and guidance should be on the bookshelf of anyone who needs more than just a basic will."
—Brian J. O'Connor,

Personal Finance Editor, The Detroit News

"Jeffrey Condon bonds with the reader on a level that encourages our complete trust in his trust instructions. In this book, he wisely walks readers through all of the pitfalls, tax implications, changes that may occur, and subsequent legal implications. The Living Trust Advisor is a fine and entertaining read as well as an indispensable resource for everyone in need of advice and compassion in making a will or a trust."
—Grady Harp,

Reviewer for Amazon, Barnes and Noble, Powells, Reuters, USA Today, and Blogging Authors, Author of War Songs, and contributor of essays to museum catalogues

Product Details

ISBN-13:
9780470261187
Publisher:
Wiley
Publication date:
10/06/2008
Pages:
288
Product dimensions:
6.20(w) x 9.10(h) x 1.10(d)

Related Subjects

Meet the Author

Jeffrey L. Condon is an attorney at Condon & Condon in Santa Monica, California, where he has practiced in trusts, estates, and family inheritance planning for twenty years. With his late father, Gerald M. Condon, he is the coauthor of Beyond the Grave: The Right Way and the Wrong Way of Leaving Money to Your Children (and Others), which is the bestselling inheritance planning book in American publishing history, and was called "the best estate planning book in America" by the Wall Street Journal. He is a frequent public speaker and commentator, having appeared on CNN and CNBC, and has conducted seminars for a multitude of organizations and charities, including Merrill Lynch, Charles Schwab, Washington Mutual Bank, and American Insurance Company.

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Living Trust Advisor: Everything You Need to Know About Your Living Trust 5 out of 5 based on 0 ratings. 2 reviews.
Emory More than 1 year ago
My wife and I needed a Living Trust because we are parents of a Special Needs child (now an adult) and went to see an advisor who specialized in trusts for Special Needs families. It was one of the best moves we made.

But to make sure, and to get a ¿second opinion¿ as it were, I decided to pick up a book on the subject and see what another expert had to say on the subject. I found a book by Jeffrey Condon, a bestselling author and attorney who is an expert on Living Trusts. In addition, he has a brother who is a Special Needs adult and has helped other families write up trusts with these special needs requirements.

While reading The Living Trust Advisor, I really came to appreciate the author¿s sense of humor but soon came to realize that he is a caring individual sensitive enough to understand human needs as well as having a solid grasp of the law. The author takes his reader, step by step, through the process of creating a Living Trust. He warns of the pitfalls, raises red flags along the way, and stresses those areas that require special attention. I found him to be especially insightful when warning about how siblings may squabble after both parents die and in advising what to do when remarrying after a divorce. Condon likens the process of drawing up a Living Trust to the four quarters of a football game and organizes his book the same way ¿ into four quarters. And functioning as an author and attorney, Condon becomes a Living Trust Coach to guide you through all four quarters.

I enjoyed Condon¿s humor, insights and war stories so much that I almost forgot why I picked up his book in the first place. I put the book down feeling our financial advisor and attorney had done the right thing for us years back. Anyone who has not yet secured their family¿s financial future with a Living Trust would do well to read The Living Trust Advisor by Jeffrey Condon before making an appointment with their attorney or financial advisor.
By Emory Daniels
Guest More than 1 year ago
Jeffrey Condon has accomplished what to the layperson has always seemed impossible - writing a book about a legal document that doesn't stumble over the rocks and crevices of legalese! In THE LIVING TRUST ADVISOR rest assured we have found a friend, an intelligent and sensitive attorney/author who radiates good will, humor, honest caring, and the ability to explain the intricacies of establishing and maintaining an important legal document. That is not to say this is a book to skim lightly: there is so much well organized information here that it takes time to absorb the importance of each helpful step Condon explains. But instead of burying the reader with information of the bloated importance of the attorney's role in arriving at a means to protect those we leave behind, Condon instead lays it all out in basic terms, adjusts our thinking to ask questions that are pertinent to us, and takes us step by step through all phases of writing or rather establishing a Living Trust, living with the decisions stipulated in that Trust while both partners drawing the Trust are alive as well as when one partner is deceased, and ultimately knowing how the Trust will be executed after the death of both partners. Peace of mind is what the Trust is all about and Condon wisely walks us through all the pitfalls, tax implications, changes that may occur and their legal implications - all of the nasty little stumbling blocks that usually color discussions of legal issues - all in the tone of an ally and friend and coach and master teacher. Would that every legal document we all face could be so user friendly! In the end Jeffrey Condon bonds with the reader on a level that encourages our complete trust in his Trust instructions! This is a fine and entertaining read as well as an indispensible resource for everyone in need of advice and compassion in making a Will or a Trust. Highly recommended reading. Grady Harp