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Irrevocable Trusts, 4th, 2020-2021 ed.

Product details:

Brand: Clark Boardman Callaghan
Copyright: 2020
ISBN: 9781731966124
Publication Frequency: Updated as changes in the law dictate
Update format: N/A

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Irrevocable Trusts, 4th, 2020-2021 ed.


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Irrevocable Trusts provides all the information you need to successfully prepare and implement an irrevocable trust. It examines:

    • Types of trusts used for estate planning, such as children's trusts, term trusts, sprinkling or spray trusts, testamentary trusts, educational trusts, accumulation trusts, Crummey trusts, insurance trusts, irrevocable trusts for stock purchase, charitable remainder trusts, and Medicaid trusts

    • Choosing a trustee

    • Income tax implications

    • Involvement with the IRS

    • Valuation of assets transferred to the trustee

You get the necessary forms, letters, wills, revenue rulings, and cases needed to help you weigh the pros and cons of your clients' needs and maximize their savings, plus visual aids to help you communicate information clearly.