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Author: Stephan Leimberg
Publisher:
ISBN: 9781949506433
Category :
Languages : en
Pages : 304
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Book Description
What are trusts? Why do we need trusts? Find detailed answers to these questions in The Tools & Techniques of Trust Administration, which addresses fundamental concepts related to trusts. It provides an in-depth look at the issues most commonly faced by professional advisers who are creating, administering, modifying, or terminating a trust, such as: The process of creating a trust Selecting trust professionals, including trustees, trust protectors, and investment advisers and other professionals Deciding how to fund a trust Deciding how to protect and invest trust assets How to meet tax and other legal obligations while administering a trust How to fulfill the grantor's wishes with respect to distributions to the designated beneficiaries In addition, this book contains important information for advisers about what trusts can, and can't, do to meet the long-term planning needs of clients. Topics Covered: This first edition features 23 brand new chapters on topics related to trust information, covering: State and federal laws governing trusts administration The rights of beneficiaries, including disclaimers, trust accounting, and maintaining relationships with the professionals who are advising and serving the trust Tax filing requirements for trust administrators The roles that various advisers serve, including trustees, trust protectors, attorneys, CPAs, and investment advisors Using family and friends as trustees vs. corporate trustees Trust forms Valuation of trust assets And More! See the "Table of Contents" section for a full list of topics As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of trust administration and confidently meet their needs.
Author: Stephan Leimberg
Publisher:
ISBN: 9781949506433
Category :
Languages : en
Pages : 304
Get Book Here
Book Description
What are trusts? Why do we need trusts? Find detailed answers to these questions in The Tools & Techniques of Trust Administration, which addresses fundamental concepts related to trusts. It provides an in-depth look at the issues most commonly faced by professional advisers who are creating, administering, modifying, or terminating a trust, such as: The process of creating a trust Selecting trust professionals, including trustees, trust protectors, and investment advisers and other professionals Deciding how to fund a trust Deciding how to protect and invest trust assets How to meet tax and other legal obligations while administering a trust How to fulfill the grantor's wishes with respect to distributions to the designated beneficiaries In addition, this book contains important information for advisers about what trusts can, and can't, do to meet the long-term planning needs of clients. Topics Covered: This first edition features 23 brand new chapters on topics related to trust information, covering: State and federal laws governing trusts administration The rights of beneficiaries, including disclaimers, trust accounting, and maintaining relationships with the professionals who are advising and serving the trust Tax filing requirements for trust administrators The roles that various advisers serve, including trustees, trust protectors, attorneys, CPAs, and investment advisors Using family and friends as trustees vs. corporate trustees Trust forms Valuation of trust assets And More! See the "Table of Contents" section for a full list of topics As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of trust administration and confidently meet their needs.
Author: Stephan Leimberg
Publisher:
ISBN: 9781949506457
Category :
Languages : en
Pages : 456
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Book Description
The Tools & Techniques of Trust Planning, 2nd Edition provides advisers with the most up-to-date information about the creation, administration, and modification of trusts for legal and estate planning professionals. Not only does this title deliver an expert overview of general trust information, but it explains how to use specific types of trusts to solve unique planning problems. Explorations of different types of trusts include detailed knowledge about: The types of trusts that are most commonly used How each type of trust came to be used The possible tax consequences for grantors and beneficiaries of using a particular type of trust The requirements for each type of trust and how they should be drafted How planning professionals such as attorneys, accountants, investment advisers, and trust officers should administer the trust to achieve the client's stated planning goals over the life of the trust In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this resource provides a refreshing alternative in the form of a succinctly written collection of chapters on trending topics in trust planning. New in the 2nd Edition: Completely updated information to reflect the 2017 Tax Cuts and Jobs Act A new chapter on trust planning topics for blended families Updated state, federal, and international law updates for asset protection trusts New and more detailed real-world examples of trust planning scenarios that are most commonly encountered by planning professionals Current compliance and best practice information to help planners and other professionals avoid common mistakes and improve client satisfaction Topics Covered: The Role of Trust Protectors Marital Deduction and Bypass Trusts 2503(b) and 2503(c) Trusts Trusts and Divorce Trust Amendments Special Needs Trusts S Corporations and Trusts Grantor Retained Interest Trusts And more! See the "Table of Contents" section for a full list of topics As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of trust planning and confidently meet their needs.
Author: Stephan Leimberg
Publisher:
ISBN: 9781954096639
Category :
Languages : en
Pages : 0
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Book Description
This title covers the types of trusts that are most commonly used and the possible tax consequences for grantors and beneficiaries of using a particular type of trust. It details requirements for each type of trust and provides practical advice on how they should be drafted. In addition, this title addresses how planning professionals such as attorneys, accountants, investment advisers, and trust officers should administer the trust to achieve the client's stated planning goals over the life of the trust New in the 3rd Edition: A new Chapter 24 on the Spousal Lifetime Access Trust (SLAT), including the advantages, disadvantages and potential uses and important planning pointers in the design, funding and administration of a SLAT, particularly as they relate to possibly being able to direct SLAT funds to the donor spouse? Updates on Special Needs Trusts, including how the Special Needs Trust Fairness Act allowed an individual with a disability or their agent under a power of attorney to establish a d(4)(A) trust for that individual's benefit Updates to Community Property law, including a discussion of "full" basis step adjustment and an update to the states that permit a couple to create a community property trust The latest on domestic asset protection trust legislation, with an introductory focus on Alaska and Delaware, followed by a brief overview of each of the other DAPT states, including the new legislation in Connecticut, Indiana and Alabama. Updated information on trusts and divorce, including how, since passage of the Tax Cuts and Jobs Act of 2017, some states have decoupled from the federal income tax rule regarding alimony. A new chapter on Spousal Lifetime Access Trust (SLATS), including the advantages and disadvantages of these trusts, the assets best suited for these trusts and issues around the donor spouse Updated state, federal, and international law updates for asset protection trusts Topics Covered: Explorations of different types of trusts include detailed knowledge about: Spousal lifetime access trusts (SLATs) Marital and By-Pass Trusts Community Property Trusts Irrevocable Life Insurance Trusts Trusts and Divorce Revocable Living Trusts Inter Vivos QTIP Trusts Supplemental Needs Planning Grantor Retained Interest Trusts Charitable Trusts Qualified Personal Residence Trusts Domestic Asset Protection Trusts Offshore Asset Protection Trusts Trusts for Unique Assets and Difficult Situations and Blended Families And more! See the "Table of Contents" section for a full list of topics As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of trust planning and confidently meet their needs.
Author: Stephan Leimberg
Publisher:
ISBN: 9781949506464
Category :
Languages : en
Pages :
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Book Description
Author: Stephan Leimberg
Publisher:
ISBN: 9781954096080
Category :
Languages : en
Pages : 1074
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Book Description
The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.
Author: Roger D. Silk
Publisher: John Wiley & Sons
ISBN: 1118093496
Category : Business & Economics
Languages : en
Pages : 295
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Book Description
The insider's guide to charitable organizations for donors and their advisors Do you know when to use a private foundation, a donor-advised fund, or a charitable remainder trust or other charitable vehicle? Do you know the different tax benefits, limitations, and control rules for each alternative? Do you have an appropriate investment policy for your endowed charities? Do you have a rubric for avoiding fraud? Do you know what to look for to make sure that your charitable donations don't do the opposite of what you intend? In Managing Foundations and Charitable Trusts, Roger D. Silk and James W. Lintott provide a comprehensive guide for charitable donors and their advisers. Additional topics include: Foundation Governance When to seek additional professional help When and how to turn a CRT interest into cash Key tax issues Creating a legacy Why tax planning is so difficult, and how to approach it Straightforward and authoritative, Managing Foundations and Charitable Trusts is a handy, easy-to-read guide that all donors and their advisors will want to keep on hand.
Author: Zaki Malik
Publisher: Springer Science & Business Media
ISBN: 1441903100
Category : Computers
Languages : en
Pages : 148
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Book Description
Web services and service oriented environments are key enablers for the migration of entertainment, business, sociability, science and health-care from the physical world to the virtual world. The result of this on-going migration is a new place very much different from the physical world, one where interconnected services interact with human users, sensors and embedded devices. Yet for this vision to become reality, trust needs to be addressed as members of the global e-society r- ularly today deal with the question whether they can trust other, unknown parties. Trust is a vital component of internet-based interactions and service-oriented en- ronment, but all too often it is assumed to be an implicit property that exists in the background rather than being an explicit property that is well-de ned and quant- able. While providing trust is challenging in existing computing systems, providing trust in service oriented environments is much more complex due to the dynamic and adaptable nature of these environment which are often large scale and across domains. To date the problem of trust for service oriented environments has been largely unexplored. This book represents the rst comprehensivecoverageof the principles,methods and systems for trust management and evaluation in service oriented environments.
Author: Management Association, Information Resources
Publisher: IGI Global
ISBN: 1466647086
Category : Technology & Engineering
Languages : en
Pages : 1792
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Book Description
"This book explores the latest empirical research and best real-world practices for preventing, weathering, and recovering from disasters such as earthquakes or tsunamis to nuclear disasters and cyber terrorism"--Provided by publisher.
Author: Patricia K. Rice
Publisher: Lulu.com
ISBN: 9781430322702
Category : Law
Languages : en
Pages : 164
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Book Description
Patricia K. Rice is a certified paralegal living in Northern California who, for the last ten years, has worked for an attorney certified by the State Bar of California in Probate, Estate Planning, and Elder Law. Ms. Rice administered her first trust in 1996 and since that time has been responsible for the administration of hundreds more. A few of those trusts have been insolvent and quite a few have had assets valued at more than one million dollars, with the majority somewhere in between. One trust administration is never quite like the one before, and with each one she learned a bit more about trust administration. The result is that she has become quite accomplished in the many details of administering trusts. Ms. Rice believes that most trustees, if provided with a step by step guide and sample forms, can administer a trust with minimal professional assistance.
Author: Jeffrey Schoenblum
Publisher:
ISBN: 9780808023135
Category :
Languages : en
Pages : 1500
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Book Description
