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Synopsis
The Book of Trusts - 4th Edition is the ultimate tool in a time of Uncertainty. This completely up-to-date new edition contains all you need to know about trusts. It's specifically created for the sophisticated client and will be invaluable to CPAs, CLUs, CFPs and attorneys. A perfect gift for many occasions. Table of Contents: 1. Why We Need Trusts 2. How Trusts Work 3. Laws Affecting Trusts—New 4. Using Trusts to Avoid Probate 5. The Case For- and Against-Revocable Living Trusts 6. How Revocable Living Trusts are Affected by Income, Gift and Estate Taxes 7. What Assets Should NOT be placed in a Revocable Living Trusts 8. Short-Form Securities Trusts 9. Trusts for Unique and Difficult Situations 10. Trusts for Disability and Old Age 11. The Use of Trusts in Medicaid Planning 12. Trusts for Minors 13. Trusts for Handicapped Children 14. Trusts that Protect Assets from Creditors 15. Irrevocable “Self-Settled” Trusts 16. Marital and By-Pass Trusts 17. Optional (“Disclaimer”) Trusts 18. Joint Trusts 19. Irrevocable Trusts 20. Irrevocable Life Insurance Trusts 21. Generation-Skipping and “Dynasty” Trusts 22. How and When to Put Your House in Trusts—The House GRIT 23. GRATs and GRUTs 24. IDITs and Private Annuity Trusts 25. Charitable Gifts and Private Foundations 26. Charitable Split-Interest Trusts 27. “Business” Trusts 28. Trust Frauds, Fantasies, and Abuses 29. Are Lawyers Really Necessary? 30. The Problem With Tear-Out Trusts 31. How to Choose the Best Trustee 32. Trust Flexibility with Trust Protectors--New 33. Total Return Trusts--New 34. How Trustees Get into Trouble 35. Trust Investments and the Prudent Investor Rule--New 36. Trust Tax Returns--New 37. Rights of Beneficiaries in Trusts Appendix A: Overview of the Federal Estate (and Gift) Tax Appendix B: Sample Deed Placing Real Estate in Trust Appendix C: Sample Revocable Trust Agreement Appendix D: Checklist of Trustee’s Duties Following Death of Grantor/Beneficiary Appendix E: What Are the Trustee’s Duties Following Death of Grantor/Beneficiary Appendix F: IRS Forms that May Be Useful in Planning or Administering Estates or Trusts Appendix G: IRS Announcement on “Abusive Trusts” Appendix H: Glossary of Trusts and Key Trust Planning Terms Index Estate Presentation
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About the Author
Stephan R. Leimberg, JD, is CEO of LISI, Leimberg Information Services, Inc., an e-mail newsletter and data base service for financial services professionals, CEO of Leimberg and LeClair, Inc., an estate and financial planning software company, President of Leimberg Associates, Inc., a publishing, software, and marketing consulting company, and Vice President of Leimberg and Leshner, a web based data delivery and web site creation service. Leimberg is the 1998 Edward N. Polisher Lecturer of the Dickinson School of Law and was awarded the Excellence in Writing Award of the American Bar Association's Probate and Property Section. He is Editor, Keeping Current published by the Society of Financial Service Professionals and is Lecturer-in-Law in the Masters of Taxation Program of Villanova University School of Law. A nationally known speaker on estate planning, Professor Leimberg has addressed the Miami (Heckerling) Tax Institute, ALI-ABA’s Sophisticated Estate Planning Techniques Course, the NYU Tax Institute, the National Association of Estate Planners and Councils, and the AICPA's National Estate Planning Forum. He has also addressed the Notre Dame Law School, Duke University Law School’s Estate Planning Conference, and the National Association of Estate Planners and Councils. Leimberg has also spoken to the Federal Bureau of Investigation, the National Aeronautics and Space administration, the Philadelphia Academy of Music, and the Philadelphia Museum of Art. He has been frequently quoted in the Wall Street Journal, Forbes, Fortune, Standard and Poors’ Outlook, The Christian Science Monitor, Bloomberg’s Financial, Kiplingers, and Money Magazine. Professor Leimberg has been honored as Estate Planner of the Year by the Montgomery County Estate Planning Council and as Distinguished Estate Planner by the Philadelphia Estate Planning Council. He is also recipient of the President's Cup of the Philadelphia Life Underwriters, a two time Boris Todorivitch Lecturer, and the First Ben Feldman Lecturer. He is the author of many books on estate, financial, and employee benefit and retirement planning and a nationally known speaker. Leimberg is the creator and principal author of the entire four book TOOLS AND TECHNIQUES series including THE TOOLS AND TECHNIQUES OF ESTATE PLANNING. Leimberg co-authored, with noted attorney Howard Zaritsky, TAX PLANNING WITH LIFE INSURANCE, THE NEW BOOK OF TRUSTS which he co-authored with attorneys Charles K. Plotnick and Daniel Evans, and THE TOOLS AND TECHNIQUES OF LIFE INSURANCE PLANNING co-authored with Robert J. Doyle. Leimberg is co-creator of many software packages for the professional including NumberCruncher (estate Planning), ESTATE PLANNING QuickView (instant calculations & flow charting), and TOWARD ZERO ESTATE TAX (PowerPoint Client-Oriented Seminar Presentation). His unique e-mail newsletter/data base http://www.leimbergservices.com is used by thousands of estate, financial, employee benefit, and retirement planning practitioners.
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The Book of Trusts, Fourth Edition
Published by
Leimberg Associates, Inc., 2005
ISBN 10: 0964456540
ISBN 13: 9780964456549
Used
Paperback
Seller: ThriftBooks-Atlanta, AUSTELL, GA, U.S.A.
Seller rating 5 out of 5 stars
Paperback. Condition: As New. No Jacket. Pages are clean and are not marred by notes or folds of any kind. ~ ThriftBooks: Read More, Spend Less. Seller Inventory # G0964456540I2N00