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The Book of Trusts Training Course


Course ID: 187031
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New types of trusts offer a variety of tax-wise ways you can protect your client’s hard-earned wealth while keeping control over how and when their money is spent.

In 32 succinct pages, The Book of Trusts shows how your clients can use trusts to dodge probate, avoid Medicaid liens, save for their children's education, transfer income-generating assets into lower tax brackets, shelter their wealth from creditors, provide for their surviving spouse ... and more!


Table of Contents

INTRODUCING THE WORLD OF TRUSTS
  • Trusts Offer Flexibility
  • A Less Taxing View of Trusts
  • A Little History Lesson
  • How This Report Can Help
  • Buying Peace of Mind
GETTING STARTED
  • The Players
  • Table 1: Common Trusts
  • Trustees Call the Shots
  • Leave an Escape Hatch
  • Replacing the Trustee
  • Don't Cut Corners on Legal Advice
  • Trust Tax Brackets
  • Tax Matters
  • A Tax-Wise Approach
  • Revocable v. Irrevocable Trusts
REVOCABLE LIVING TRUSTS
  • Expense
  • Delays
  • Publicity
  • Multiple Probate
  • Avoiding Probate
  • Right for You?
  • Assets That Bypass Probate
  • Naming a Successor Trustee
  • Retitling Your Assets
  • Worst-Case Protection
  • Shelter From Medicaid Lien
  • Two Tax Issues
MINOR'S TRUSTS
  • Custodial Account or Trust?
  • Custodial Accounts
  • Long-Term Trusts
  • Gift-Tax Rules Apply
  • Special Provisions
  • Making the Final Choice
PRESERVATION TRUSTS
  • Sprinkle Trusts
  • Pick the Right Trustee
  • Curbing Spendthrifts
Q-TIP TRUSTS
  • First Marriages
  • Protection of Surviving Spouse
  • Relief of Intra-Family Stress
  • Emergency Care
  • Invading the Principal
  • Post-Mortem Tax Planning
  • When the Second Spouse Dies
  • Playing the Waiting Game
  • Taxpayer Victories in Court
  • Tax Court Overturned
  • In the Survivor's "Best Interests"
  • Handling a Closely Held Business
LIFE INSURANCE TRUSTS
  • When Children Own the Policy . . .
  • Out of Harm's Way in a Trust
  • Paying the Premiums
  • Crummey Consequences
  • To the IRS, Powers Are Bogus
  • Other Trust Rules
  • Best Defense: Start Fresh
  • Off on the Right Foot
  • Two Deaths, One Payment
  • Testing Insurability
CHARITABLE REMAINDER TRUSTS
  • A Case in Point
  • Table 2: Straight Sale and Reinvestment
  • Options Add Luster
  • Tax Advantages and More
  • Table 3: Charitable Remainder Trust
  • Including the Heirs
  • Using a CRT As a Retirement Plan
  • Not for Everyone
  • Upper and Lower Limits
  • Funding Trusts for the Disabled
CREDIT SHELTER TRUSTS
  • Estate/Gift Tax Credit
  • Spousal Shelter
  • How the Tax Credit Works
  • Solution: A Bypass Trust
  • The Importance of Being Equal
  • One Wrong Word and the IRS Wins
  • Beneficiary + Trustee Spells Trouble
  • Beyond the $11,000 Limit on Gifts
  • Legal-Even With 18 Beneficiaries
RETAINED INTEREST TRUSTS
  • GRATs and GRUTs
  • Lower Means Higher
PERSONAL RESIDENCE TRUSTS
  • Reversionary Interest
  • Split Shifts to Reduce Risk
  • A Capital (Gains) Idea
  • Take Advantage of Gain Exclusion
S CORPORATION TRUSTS
  • Grantor Trusts
  • 'Section 678' Trusts
  • Qualified Subchapter S Trusts
  • Testamentary Trusts
  • Successor Trusts
  • Electing Small Business Trusts
  • Tax-Exempt Qualified Retirement Plan Trusts
GENERATION-SKIPPING TRUSTS
  • Expanding the Exemption
  • How to Use the GST Exemption
  • Where to Invest
ASSET PROTECTION TRUSTS
  • Safety in the Cook Islands
  • Trimming the Target
  • Your Mission: Control
  • Home-Grown Asset Protection Trusts
INVESTMENT TRUSTS
  • Real Estate Investment Trusts
  • Shopping for REITs
  • Royalty Trusts
  • A Good Tax Marriage
  • Unit Investment Trusts
APPENDIX
  • Table 4: Federal Gift/Estate Tax Rates for U.S. Citizens and Residents
  • Table 5: Gift and Estate Tax Exemption Amounts
  • How to Calculate the Tax Due
GLOSSARY

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