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Week 4 : Living Trusts & Beyond

The advanced estate planning workshop begins a discussion of using a Living Trust. Many think the most important aspect of a Living Trust is that you avoid probate. This is true but where are you when your estate does not have to go through probate? It would seem this would be a greater benefit to your children and maybe you should ask if they would be willing to pay for the legal services to have one drafted for you!

We think the most important part of a living trust is the fact you get to choose who will be your successor trustee because this person may have to take care of you during a time when you have a physical or mental disability.

This session starts to focus on your taxable estate and how you can avoid the estate and gift taxes.

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OUTLINE:

Outline – IYE Week 4 – Advanced Estate Planning – Mark Powell
Outline – IYE Week 4 – Living Trust and more – Zeb Zebulon

ARTICLES:

Trusts to Protect Children
How to Fund Your Living Trust
Not Your Grandfather’s Irrevocable Trust
When to Use Living Trusts for Estate Plans
The Basics of Income Tax Basis
Spendthrift trusts
How To Fund Your Living Trust
What happens to your email account after you die
Four Facts of Living Trusts
Where Not to Die In 2013
Permanent – That’s five years under Obama estate tax plan
IRS Estate Tax Return Data up to 2011
Paying it Forward – Funding 529 Plans for Grandchildren
Holding Back Lump Sum Payments

Exposures related to serving as a trustee ILIT
Shielding the Family Business
Estate Tax Tips for Married Couples
5 Biggest Ways to Bungle a a Trust
How do you fund a living trust
IRS Loses a Gift-Tax Battle
The Right Steps – When it comes to blended families, estate planning can be a special kind of hell
How to Choose a Beneficiary
Paying Grandkids’ College Bill
Estate Planning – Introduction To Trusts
Caregivers of Adult Children Are Getting Fresh Assistance
How Low Rates Can Cut Your Tax Bill

BOOKS RECOMMENDED BY SPEAKERS:

The Artful Dodger’s Guide to Planning Your Estate – by Thomas Hart Hawley

WORKSHOP VIDEOS:

Part 1:

Part 2:

Part 3:

Part 4:

Part 5:

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