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PPC's Guide to Uses and Taxation of Trusts

PPC's Guide to Uses and Taxation of Trusts

Product Information

  • Frequency of Updates:

    Updated annually
  • Brand:
    Practitioners Publishing

Format

Price

Quantity

Book
1 Volume
Product Code:
XTRP
$230.00

Contact Your Account Manager to learn more about our Checkpoint online solutions

PPC's Guide to Uses and Taxations of Trusts equips you to gain a comprehensive understanding of the uses of trusts, the physical make-up of a trust, when, why, and how to use commonly encountered trusts (including GRATs, GRUTs, QPRTs, split interest charitable trusts, and life insurance trusts), and to how navigate fiduciary accounting rules. Get practical guidance about trust income tax reporting and filing requirements, as well as estate planning and asset protection techniques for your clients. Included in this Guide:

  • Effectively using grantor trusts, trusts for a spouse, trusts for minors and other family members, life insurance trusts, charitable trusts, and asset protection trusts.
  • Choosing a trustee.
  • Reviewing a trust instrument.
  • How to value assets used to fund a trust including discounts and assets with retained interests.
  • What is fiduciary accounting income and why is it important?
  • The taxation and filing requirements for simple, complex, and generation-skipping transfer trusts.
  • The unique requirements for trusts to hold S corporation stock.

This Guide also provides numerous checklists and practice aids for planners to use when evaluating whether to use trusts.

 

  • Uses and Taxation of Trusts
    • INTRODUCTORY MATERIAL
    • Chapter 1 Overview of How Trusts Are Used
    • Chapter 2 Wealth Transfer Using Trusts
    • Chapter 3 Fiduciary Accounting Income
    • Chapter 4 Taxation and Filing Requirements
    • Chapter 5 Using Grantor Trusts
    • Chapter 6 Trusts for Nonspouse Family Members
    • Chapter 7 Marital Trusts
    • Chapter 8 Life Insurance Trusts
    • Chapter 9 Charitable Trusts
    • Chapter 10 Trusts as S Corporation Shareholders
    • Chapter 11 Asset Protection Trusts
    • INDEX
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      • --I--
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      • --M--
      • --N--
      • --O--
      • --P--
      • --Q--
      • --R--
      • --S--
      • --T--
      • --U--
      • --V--
  • PPC's Guide to Uses and Taxation of Trusts - List of Substantive Changes View

DESCRIPTION

Contact Your Account Manager to learn more about our Checkpoint online solutions

PPC's Guide to Uses and Taxations of Trusts equips you to gain a comprehensive understanding of the uses of trusts, the physical make-up of a trust, when, why, and how to use commonly encountered trusts (including GRATs, GRUTs, QPRTs, split interest charitable trusts, and life insurance trusts), and to how navigate fiduciary accounting rules. Get practical guidance about trust income tax reporting and filing requirements, as well as estate planning and asset protection techniques for your clients. Included in this Guide:

  • Effectively using grantor trusts, trusts for a spouse, trusts for minors and other family members, life insurance trusts, charitable trusts, and asset protection trusts.
  • Choosing a trustee.
  • Reviewing a trust instrument.
  • How to value assets used to fund a trust including discounts and assets with retained interests.
  • What is fiduciary accounting income and why is it important?
  • The taxation and filing requirements for simple, complex, and generation-skipping transfer trusts.
  • The unique requirements for trusts to hold S corporation stock.

This Guide also provides numerous checklists and practice aids for planners to use when evaluating whether to use trusts.

 

TABLE OF CONTENT

  • Uses and Taxation of Trusts
    • INTRODUCTORY MATERIAL
    • Chapter 1 Overview of How Trusts Are Used
    • Chapter 2 Wealth Transfer Using Trusts
    • Chapter 3 Fiduciary Accounting Income
    • Chapter 4 Taxation and Filing Requirements
    • Chapter 5 Using Grantor Trusts
    • Chapter 6 Trusts for Nonspouse Family Members
    • Chapter 7 Marital Trusts
    • Chapter 8 Life Insurance Trusts
    • Chapter 9 Charitable Trusts
    • Chapter 10 Trusts as S Corporation Shareholders
    • Chapter 11 Asset Protection Trusts
    • INDEX
      • --A--
      • --B--
      • --C--
      • --D--
      • --E--
      • --F--
      • --G--
      • --H--
      • --I--
      • --J--
      • --K--
      • --L--
      • --M--
      • --N--
      • --O--
      • --P--
      • --Q--
      • --R--
      • --S--
      • --T--
      • --U--
      • --V--

RELATED RESOURCES

  • PPC's Guide to Uses and Taxation of Trusts - List of Substantive Changes View