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    Living Trusts

    ISBN-10: 047126380X
    ISBN-13: 9780471263807
    Author(s): Doug H. Moy
    Description: 'Living Trusts' is aimed at those looking for a comprehensive guide to designing, funding and managing a revocable living trust. It explains how living trusts work and examines key issues involved in planning and implementing them.
    List price: $41.95
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    List Price: $41.95
    Edition: 3rd
    Publisher: John Wiley & Sons, Incorporated
    Binding: Paperback
    Pages: 432
    Size: 8.50" wide x 11.00" long x 1.00" tall
    Weight: 2.200
    Language: English

    'Living Trusts' is aimed at those looking for a comprehensive guide to designing, funding and managing a revocable living trust. It explains how living trusts work and examines key issues involved in planning and implementing them.

    DOUG H. MOY is a consultant in estate and gift taxation and planning whose clients include accountants, attorneys, and individual clients nationwide. He is an active member of the National Society of Accountants (NSA) and the National Association of Tax Practitioners (NATP) and a former member of the Curriculum Advisory Board of the College for Financial Planning. A nationally recognized author in the field whose books include Living Trusts (Wiley) and Estate Planning Simplified (Wiley), he was awarded the 1995 Golden Quill Award by the NSA for his many articles published in the National Public Accountant.

    Preface
    Acknowledgments
    Abbreviations, Acronyms, and Synonyms
    The Revocable Living Trust in Perspective
    Continuing Need For Estate Planning
    Transfer Tax System
    Impact of Tax Legislation
    The Economic Growth and Tax Relief Reconciliation Act of 2001
    Repeal of Stepped-Up Basis
    Other Changes Under the 2001 Act and Sunset Provision
    Continuing Need for Estate Planning
    Understanding the Five Estates in Estate Planning
    Effective Estate Planning Defined
    Misconceptions about Estate Planning
    Common Mistakes Made in Estate Planning
    Framework of a Revocable Living Trust
    Definition of a Revocable Living Trust
    Requirements to Create a Living Trust
    Components of a Revocable Living Trust
    Determining the Trustee of a Revocable Living Trust
    Replacing an Existing Revocable Living Trust
    Is Recording a Revocable Living Trust Necessary?
    Trustee's Powers, Duties, and Responsibilities
    General Powers
    Express Trustee Powers
    Trustee Duties and Responsibilities
    Property Management and Other Benefits
    Importance of the Trust Estate
    Financial Guardianship Unnecessary
    Probate Unnecessary
    Challenges by Disgruntled Beneficiaries
    Record of Property Ownership
    Federal Estate Tax Savings
    Disinheriting a Family Member
    Disadvantages, Reservations, and Limitations of a Revocable Living Trust
    Overview
    Nontax Disadvantages
    Alleged Tax Disadvantages
    Limitations of a Revocable Living Trust
    Operation of a Revocable Living Trust and the Impact of Taxes
    Lifetime Operation of a Revocable Living Trust
    Lifetime Creation of a Revocable Living Trust
    Title to Property Vested in Trustee
    Types of Revocable Living Trusts
    Revocation, Termination, and Amendment of a Revocable Living Trust
    Day-to-Day Handling of the Trust Estate
    Cost of Creating and Operating a Revocable Living Trust
    Trustee Liability
    Federal Income Tax
    Grantor Trust Rules
    Basis and Holding Period of Trust Property
    Transfers of Property between Spouses
    Professional Fees and Administration Expenses
    Sale of Trust Property between Trustor and Trustee
    Installment Sales and Installment Obligations
    Sale of Trustor's Principal Residence
    United States Savings Bonds
    Qualified Replacement Property
    Tax Returns and Reporting Methods
    Obtaining a Taxpayer Identification Number
    Tax Year
    State Taxes
    Federal and State Transfer Taxes
    Federal Estate Tax
    Federal Estate Tax and the Revocable Living Trust
    Person Responsible for Payment of Federal Estate Tax
    State Death and Inheritance Taxes
    Federal Gift Tax
    State Gift Tax
    Generation-Skipping Transfer Tax
    Lifetime Funding of a Revocable Living Trust
    Overview of the Funding Process
    Funding Process
    Property Transfer Process
    Removing and Replacing Trust Estate Property
    Preserving the Character of Property Ownership
    Real Property Interests
    Title to Real Property Conveyed to Trustee by Deed
    Real Property Subject to Indebtedness
    Federal Tax Issues
    Special Kinds of Real Property
    Other Real Property Interests
    Publicly-Traded Securities and U.S. Government Obligations
    Stocks
    Bonds
    Restricted Securities
    Mutual Fund Accounts
    Investment Limited Partnerships
    U.S. Government Obligations
    Closely-Held Business Interests
    Trustor's Business Interests
    Sole Proprietor
    Corporations
    S Corporations
    Professional Corporations
    Partnerships
    Professional Partnerships
    Special Tax Benefits for Closely-Held Businesses
    Accounts in Banks, Savings Associations, and Credit Unions
    Day-to-Day Operation
    Retitling Accounts
    Communicating with Bank Employees
    Credit Unions
    Certificates of Deposit
    Federal Deposit Insurance Corporation Coverage for Accounts in Revocable Living Trusts
    Deposits to Existing Accounts
    Tangible and Intangible Personal Property
    Classification of Tangible Personal Property
    Title to Tangible Personal Property
    Untitled Tangible Personal Property
    Titled Intangible Personal Property
    Untitled Intangible Personal Property
    Miscellaneous Intangible Personal Property
    Safe Deposit Box
    Qualified and Nonqualified Retirement Plans
    Qualified Retirement Plans
    Value of Qualified Retirement Plans Included in Gross Estate
    Trustee as Owner of Qualified Retirement Plans
    Trustee as Beneficiary of Qualified Retirement Plans
    Employee Dies before Commencement of Distributions
    Employee Dies after Commencement of Distributions
    Tax-Free Rollover of Decedent Trustor's Qualified Plan Benefit by Surviving Spouse
    Trustee as Intermediary Payee of Qualified Retirement Plan
    U.S. Government/Civil Service Retirement Plans
    Railroad Retirement
    Other Retirement Plans
    Nonqualified Retirement Plans
    Life Insurance and Annuities
    Life Insurance
    Annuities
    Supporting Documents
    Power of Attorney and Pour-Over Will
    Coordinating a Durable Power of Attorney with a Revocable Living Trust
    Pour-Over Will
    Bibliography
    Index

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