Living trusts : after the 1997 Taxpayer Relief Act / Doug H. Moy.

Author
Moy, Doug H. [Browse]
Format
Book
Language
English
Εdition
Rev. ed.
Published/​Created
New York : J. Wiley, c1998.
Description
xix, 427 p. : forms ; 28 cm. + 1 computer disk (3 1/2 in.)

Details

Subject(s)
Notes
Published simultaneously in Canada.
Bibliographic references
Includes bibliographical references (p. 415-417) and index.
System details
System requirements for accompanying computer disk: IBM PC or compatible computer : Microsoft Word for Windows 6.0 or higher, or other word processing software.
Action note
Committed to retain in perpetuity — ReCAP Shared Collection (HUL)
Contents
  • Ch. 1. Framework of a Living Trust
  • Ch. 2. Trustee's Powers, Duties, and Responsibilities
  • Ch. 3. Property Management and Other Benefits
  • Ch. 4. Disadvantages, Reservations, and Limitations
  • Ch. 5. Lifetime Operation of a Living Trust
  • Ch. 6. Federal Income Tax
  • Ch. 7. Federal and State Transfer Taxes
  • Ch. 8. Overview of the Funding Process
  • Ch. 9. Real Property Interests
  • Ch. 10. Publicly Traded Securities and U.S. Government Obligations
  • Ch. 11. Closely Held Business Interests
  • Ch. 12. Accounts in Banks, Savings Associations, and Credit Unions
  • Ch. 13. Tangible and Intangible Personal Property
  • Ch. 14. Retirement Plans, Life Insurance, and Annuities
  • Ch. 15. Power of Attorney and Pour-Over Will.
ISBN
0471290270 (pbk./disk : acid-free paper)
LCCN
^^^98017438^
OCLC
38853952
RCP
H - S
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