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Make your own living trust
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Teton Co. Library - Nonfiction
346.7305 CLIFFORD D
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346.7305 CLIFFORD D
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Teton Co. Library - Reference Collection
REF 346.7305 CLIFFORD D
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REF 346.7305 CLIFFORD D
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Table of Contents
From the Book - 16th edition.
Overview of living trusts
Human realities and living trusts
Common questions about living trusts
What type of trust do you need?
Choosing what property to put in your living trust
Trustees
Choosing your beneficiaries
Property left to minor children or young adults
Preparing your living trust document
Transferring property to your trust
Copying, storing, and registering your trust document
Living with your living trust
After a grantor dies
A living trust as part of your estate plan
Wills
If you need expert help.
From the Book - 15th edition.
Overview of living trusts
Human realities and living trusts
Common questions about living trusts
What type of trust do you need?
Choosing what property to put in your living trust
Trustees
Choosing your beneficiaries
Property left to minor children or young adults
Preparing your living trust document
Transferring property to your trust
Copying, storing, and registering your trust document
Living with your living trust
After a grantor dies
A living trust as part of your estate plan
Wills
If you need expert help.
From the Book - 13th edition.
Overview of living trusts
Human realities and living trusts
Common questions about living trusts
What type of trust do you need?
The tax-saving AB trust
Choosing what property to put in a living trust
Trustees
Choosing your beneficiaries
Property left to minor children or young adults
Preparing your living trust document
Transferring property to your trust
Copying, storing, and registering your trust document
Living with your living trust
After grantor dies
A living trust as part of your estate plan
Wills
If you need expert help.
From the Book - 12th edition.
1. Overview of living trusts
Living trust explained
Probate and why you want to avoid it
Avoiding probate
Living trusts and estate taxes
Other advantages of a living trust
Possible drawbacks of a living trust
2. Human realities and living trusts
Leaving unequal amounts of property to children
Second or subsequent marriages
Single people
Disinheriting a child
Unmarried couples
Same-sex couples
Communicating your decisions to family and friends
3. Common questions about living trusts
Does everyone need a living trust?
If i prepare a living trust, do I need a will?
How can I leave trust property to children and young adults?
Will my living trust reduce estate taxes?
Will I have to pay gift taxes?
Will a living trust shield my property from creditors?
Do I need a "catastrophic illness clause" in my trust?
How does where I live affect my living trust?
Can I place real estate in a living trust?
Can I sell or give away trust property while I'm alive?
Is a bank account held in trust insured by the FDIC?
Will property in my living trust get a "stepped-up" tax basis when I die?
Who must know about my living trust?
What about free living trust seminars?
Could someone challenge my living trust?
4. What type of trust do you need?
If you are single
If you are part of a couple
Individual trusts for members of a couple
Basic shared living trusts
AB disclaimer trusts
5. The tax-saving AB trust
The purpose of an AB trust
HOw an AB disclaimer trust works
Is Nolo's AB disclaimer trust right for you?
Creating a Nolo AB disclaimer trust
6. Choosing what property to put in your living trust
Listing the property to be put in your trust
Property you should not put in your living trust
Property you can put in your living trust
Marital property laws
Completing the property worksheet
7. Trustees
The initial trustee
The trustee after one spouse's death or incapacity
The successor trustee
8. Choosing your beneficiaries
Kinds of trust beneficiaries
Naming your primary beneficiaries
Simultaneous death clauses
Shared gifts
some common concerns about beneficiaries
Naming alternate beneficiaries
Residuary beneficiaries
Disinheritance
Putting conditions on beneficiaries
Property that is no longer in your trust at your death
Beneficiary worksheets
9. Property left to minor children or young adults
Property management options
Which method is better for you : child's trust or custodianship?
Tax-saving educational investment plans
Child's trusts
Custodianships.
10. Preparing your living trust document
Choosing the right trust form
Making changes to a trust form
Step-by-step instructions
Prepare your final trust document
Consider having your work checked by a lawyer
Sign your living trust in front of a notary
11. Transferring property to your trust
Paperwork
Technical ownership
Certifications of trust
Real estate
Bank accounts and safe deposit boxes
Securities
Vehicles, boats, and planes
Business interests
Limited partnerships
Copyrights
Patents
Royalties
12. Copying, storing, and registering your trust document
Making copies
Storing the trust document
Registering the trust
13. Living with your living trust
Adding property to your living trust
Selling or giving away trust property
When to amend your living trust document
Who can amend a living trust document
How to amend your trust document
Revoking your living trust
14. After a grantor dies
Who serves as trustee after the grantor's death
The trustee's duties
Transferring property to beneficiaries
Preparing and filing tax returns
Administering a child's trust
Administering a custodianship
15. A living trust as part of your estate plan
Using a backup will
Other probate-avoidance methods
Federal gift and estate taxes
State inheritance and estate taxes
Planning for incapacity
Long-term trusts to control property
16. Wills
Why prepare a backup will?
What you can do in a backup will
Pour-over wills
Avoiding conflicts between your will and your living trust
Filling in the will form
Signing and witnessing your will
17. If you need expert help
Hiring a lawyer to review your living trust
Working with an expert
Lawyer fees
Doing your own legal research
Glossary
Appendix A. Using the eforms
Editing RTFs
List of eForms
Appendix B. Forms.
From the Book - 11th ed.
Your legal companion for making your own living trust
Overview of living trusts
Human realities and living trusts
Common questions about living trusts
What type of trust do you need?
The tax-saving AB trust
Choosing what property to put in your living trust
Trustees
Choosing your beneficiaries
Property left to minor children or young adults
Preparing your living trust document
Transferring property to your trust
Copying, storing, and registering your trust document
Living with your living trust
After a grantor dies
A living trust as part of your estate plan
Wills
If you need expert help
Glossary.
From the Book - 3rd ed.
An Overview of Living Trusts --
Probate and Why You Want to Avoid It --
Avoiding Probate --
Reducing Estate Taxes --
Other Advantages of a Living Trust --
Possible Drawbacks of a Living Trust --
Human Emotions and Living Trusts --
Leaving Unequal Amounts of Property to Children --
Second or Subsequent Marriages --
Disinheriting a Child --
Special Concerns of Unmarried Couples --
Communicating Your Decisions to Family and Friends --
Common Questions About Living Trusts --
Does Everyone Need a Living Trust? --
If I Prepare a Living Trust, Do I Need a Will? --
How Can I Leave Trust Property to Children and Young Adults? --
Will My Living Trust Reduce Estate Taxes? --
Will I Have to Pay Gift Taxes? --
Will a Living Trust Shield My Property From Creditors? --
Do I Need a "Catastrophic Illness Clause" in My Trust? --
How Does Where I Live Affect My Living Trust? --
Can I Place Real Estate in a Living Trust? --
Can I Sell or Give Away Trust Property While I'm Alive? --
Is My Bank Account in the Trust's Name Insured by the FDIC? --
Will Property in My Living Trust Get a "Stepped-Up" Tax Basis When I Die? --
Who Must Know About My Living Trust? --
Could Someone Challenge My Living Trust? --
Will Congress or My State Legislature Abolish or Restrict Living Trusts? --
What Type of Trust do You Need? --
If You Are Single --
If You Are Part of a Couple --
Individual Trusts for Members of a Couple --
A Basic Shared Living Trust --
The Tax-Saving AB Trust --
Nolo's AB Trust --
Nolo's Tax-saving AB Trust --
The Size of Your Estate.
Should You Do It Yourself? --
How Nolo's AB Trust Works --
Alternatives to Nolo's AB Trust --
Choosing What Property to Put in Your Living Trust --
Listing the Property to Be Put in Your Trust --
Property That Should Not Be Put in Your Living Trust --
Property You Can Put in Your Living Trust --
Marital Property Laws --
Completing the Property Worksheet --
Trustees --
The Initial Trustee --
The Trustee After One Spouse's Death or Incapacity --
The Successor Trustee --
Choosing Your Beneficiaries --
Kinds of Trust Beneficiaries --
Naming Your Primary Beneficiaries --
Simultaneous Death Clauses --
Cobeneficiaries --
Some Common Concerns About Beneficiaries --
Naming Alternate Beneficiaries --
Residuary Beneficiaries --
Disinheritance --
Putting Conditions on Beneficiaries --
Property You Leave in Your Trust That You No Longer Own at Your Death --
Beneficiary Worksheets --
Property Left to Minor Children or Young Adults --
Property Management Options --
Which Method Is Better for You: Children's Trust or Custodianship? --
Tax-Saving Educational Investment Plans --
Children's Trusts --
Custodianships --
Preparing Your Living Trust Document --
Choosing the Right Trust Form --
Making Changes in a Trust Form --
Step-by-Step Instructions --
Prepare Your Final Trust Document --
Consider Having Your Work Checked by a Lawyer --
Sign Your Living Trust in Front of a Notary --
Transferring Property to Your Trust --
Paperwork --
Technical Ownership --
Property That Names the Living Trust as a Beneficiary --
Real Estate.
Bank Accounts and Safe Deposit Boxes --
Securities --
Vehicles, Boats, and Planes --
Business Interests --
Limited Partnerships --
Copyrights --
Patents --
Royalties --
Copying, Storing, and Registering Your Trust Document --
Making Copies --
Living with Your Living Trust --
If You Move to Another State --
Adding Property to Your Living Trust --
Selling or Giving Away Trust Property --
When to Amend Your Living Trust Document --
Amending a Living Trust Document --
How to Amend Your Trust Document --
Revoking Your Living Trust --
After a Grantor Dies --
Who Serves as Trustee After the Grantor's Death --
The Trustee's Duties --
Transferring Property to Beneficiaries --
Preparing and Filing Tax Returns --
Administering a Child's Trust --
Administering a Custodianship --
A Living Trust as Part of Your Estate Plan --
Using a Back-up Will --
Other Probate-Avoidance Methods --
Federal Gift and Estate Taxes --
State Death Taxes --
Planning for Incapacity --
Long-Term Trusts to Control Property --
Wills --
Why Prepare a Back-up Will? --
What You Can Do in a Back-up Will --
Pour-Over Wills --
Avoiding Conflicts Between Your Will and Living Trust --
Filling in the Will Form --
Signing and Witnessing Your Will --
If You Need Expert Help --
Hiring a Lawyer to Review Your Living Trust --
Working With an Expert --
Lawyer Fees --
Doing Your Own Legal Research --
Forms --
Basic Living Trust for One Person --
Basic Shared Living Trust --
AB Living Trust --
Witness Statement for a Florida Living Trust.
Assignment of Property to a Trust for One Person --
Assignment of Shared Property to a Trust for a Couple --
Amendment to Living Trust for One Person --
Amendment to Basic Shared Living Trust or AB Trust --
Revocation of Living Trust --
Basic Will for One Person --
Basic Will for a Member of a Couple --
Affidavit of Successor Trustee.
From the Book + CD-ROM - 8th ed.
Introduction. How to use this book
Overview of living trusts
Human emotions and living trusts
Common questions about living trusts
What type of trust do you need?
Nolo's tax-saving AB trusts
Choosing what property to put in your living trust
Trustees
Choosing uour beneficiaries
Property left to minor children or young adults
Preparing your living trust document
Transferring property to your trust
Copying, storing, and registering your trust document
Living with your living trust
After a grantor dies
A living trust as part of your estate plan
Wills
If you need expert help
Appendixes. A. How to use the forms CD-ROM ; B. Forms.
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Contributors
ISBN
9781413321005
9781413323399
9781413318357
9781413328400
9781413321012
9781413330571
9781413305692
9780873374293
9781413323399
9781413318357
9781413328400
9781413321012
9781413330571
9781413305692
9780873374293
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