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Make your own living trust
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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 - Fifteenth 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
Chossing 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 - Fourteenth 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 - Thirteenth edition.
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 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
Appendixes: Using the eForms ; Forms.
From the Book - Twelfth 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 - Eleventh edition.
Machine generated contents note: Your Legal Companion for Making Your Own Living Trust
1 Overview of Living Trusts2 Human Realities and Living Trusts3 Common Questions About Living Trusts4 What Type of Trust Do You Need?5 Nolo's Tax-Saving AB Trust6 Choosing What Property to Put in Your Living Trust7 Trustees8 Choosing Your Beneficiaries9 Property Left to Minor Children or Young Adults10 Preparing Your Living Trust Document11 Transferring Property to Your Trust12 Copying, Storing, and Registering Your Trust Document13 Living With Your Living Trust14 After a Grantor Dies15 A Living Trust as Part of Your Estate Plan16 Wills17 If You Need Expert HelpG GlossaryAppendixesA How to Use the Interactive FormsB FormsIndex.
From the Book+CD-ROM - Tenth edition.
Overview of living trusts
Human realities 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 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+CD-ROM - Ninth edition.
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?
Nolo's tax-saving AB trusts
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+CD-ROM - Eighth edition.
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 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
Appendixes. A. How to use the forms CD-ROM ; B. Forms.
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ISBN
9781413328400
9780873379854
9781413313444
141330933
9781413309331
9781413318357
9781413330571
9781413313161
9781413321005
9781413323399
9781413326017
9780873371940
9781413305692
9780873379854
9781413313444
141330933
9781413309331
9781413318357
9781413330571
9781413313161
9781413321005
9781413323399
9781413326017
9780873371940
9781413305692
UPC
093371379332
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