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Living Trusts: Forms and Practice

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ISBN: 9781579110734
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ISBN: 9780820510811
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If your practice includes estate planning, you need to know how to use living trusts for your clients' benefit. Living Trusts: Forms and Practice is a convenient, one-volume, practice-oriented publication, featuring incisive analysis of the law by an estate planning expert along with a comprehensive collection of practice-tested legal forms that you can use to establish and fund living trusts. The forms include:

  • Simple joint revocable living trust for married persons
  • Simple separate revocable living trusts for married persons
  • Simple revocable living trust for unmarried persons
  • Estate tax planning living trusts, with/without QTIP provisions
  • Pour-over will Irrevocable life insurance trust for tax planning
  • Forms for transferring real estate and investment assets to a living trust
  • Beneficiary designation forms

First published in 1993.

The eBook versions of this title feature links to Lexis Advance for further legal research options

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Table of Contents

Chapter 1 Guide to Types of Trusts and Their Uses

Chapter 2 Living Trusts for Estates of Small to Moderate Size

Chapter 3 Estate Tax Planning Living Trusts for Larger Estates

Chapter 4 Provisions for Special Problems

Chapter 5 Irrevocable Trusts for Asset Protection and Tax Planning

Chapter 6 Choosing a Trustee

Chapter 7 Funding the Living Trust

Chapter 8 Income and Gift Tax Consequences of Living Trusts

Chapter 9 Administration of Living Trusts

Chapter 10 A Simple Word Processing System for Living Trusts