NEW Special Report: Zaritsky on Tenancy by the Entireties Joint Revocable Trusts
NEW Special Report!
Zaritsky on Tenancy by the Entireties Joint Revocable Trusts
This Special Report discusses how, in states that permit the ownership of property as tenants by the entirety, the significant creditor protection benefits afforded such ownership can be extended to property owned in trust. Eight states already authorize this by statute, and a case from the Supreme Court in another state suggests that it may be a viable practice in states that lack such statutes.
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Tax Planning for Family Wealth Transfers At Death: Analysis With Forms provides discussion and analysis of the special income, estate, and generation-skipping transfer tax issues and strategies concerning the transmission of an individual’s or family’s assets at death. In addition, this treatise contains over 300 sample wills, trusts, and client explanation letters for use in your estate planning practice.
Tax Planning for Family Wealth Transfers During Life: Analysis With Forms examines the many techniques for reducing a family’s total tax liability and preserving its total wealth over time.
With this treatise, practitioners can better understand complicated IRS rulings and are better able select the right type of transfer for their clients. Subsidiary topics include reversionary trusts, grantor retained annuity trusts, split purchase of a residence, corporate and partnership freezes, gifts to minors, gifts under a durable power of attorney and more. The results are greater wealth preservation and minimum tax liability for current and future generations of your client’s family.