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Irrevocable Trusts: Analysis with Forms

Irrevocable Trusts: Analysis with Forms

Product Information

Format

Price

Quantity

Book
Main volume(s), which includes latest update; future updates sold separately.
Product Code:
IRTP-SK
$420.00
Online
One-year subscription, includes all updates.
Product Code:
WIRTE
$605.00

Get the expert guidance plus practical tools you need for the creation and management of irrevocable trusts with Irrevocable Trusts: Analysis with Forms, The book addresses virtually all irrevocable trusts, including those that have special uses, that professionals commonly recommend to their clients for managing their wealth. Included in this Treatise are forms that illustrate how to draft each type of trust to meet a client's needs. Designed to assist the practitioner in drafting accurate trust documents, these forms demonstrate the substance and structure of the clauses that should be included in a properly drafted trust.

Irrevocable Trusts: Analysis with Forms features:

  • Expert guidance with full citations to controlling authorities, including the impact of ATRA
  • Nearly 40 forms and checklists that streamline the trust design and implementation process to make your job easier
  • Revisions to the charitable remainder trust forms to comply with final regulations concerning valuation of non-publicly traded assets and timing of distributions

The sample trust forms are also available on an accompanying disk for the print version. Irrevocable Trusts: Analysis With Forms is regularly updated to remain current with all laws affecting irrevocable trusts.

List of Content (Click any title to expand the list)

  • Chapter 1: Overview
  • Chapter 2: The Basic Irrevocable Trust
  • Chapter 3: Gift and Estate Taxation of Irrevocable Trust Transfers
  • Chapter 4: Income Taxation of Irrevocable Grantor and Nongrantor Trusts
  • Chapter 5: Generation-Skipping and Irrevocable Trusts
  • Chapter 6: Demand Right Trusts
  • Chapter 7: Short-Term Trusts
  • Chapter 8: Personal Residence Trusts
  • Chapter 9: Charitable Lead Trusts
  • Chapter 10: Charitable Remainder Trusts
  • Chapter 11: Special Needs Irrevocable Trusts
  • Chapter 12: Trustee Considerations in Irrevocable Trusts
  • Chapter 13: Total Return Trusts
  • Chapter 14: Domestic Asset Protection Trusts
  • Chapter 15: Irrevocable Dynasty Trusts
  • Chapter 16: Installment Sales to Grantor Trusts
  • Appendix A. Revised Uniform Principal and Income Act (1997)
  • Appendix B. Uniform Trustees' Powers Act
  • Appendix C. Valuation Tables
  • Appendix D. Uniform Prudent Investor Act (1994)
  • Irrevocable Trusts: Analysis with Forms Sample View