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Living Trusts, 3rd Edition

ISBN: 978-0-471-26380-7
432 pages
July 2003
Living Trusts, 3rd Edition (047126380X) cover image
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.

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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.

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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.
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"This is a very commendable work…. Highly Recommended" (Estate Planning, 7/1/2004; Vol. 31, No.7)
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