Research Catalog

Living trusts : after the 1997 Taxpayer Relief Act / Doug H. Moy.

Title
Living trusts : after the 1997 Taxpayer Relief Act / Doug H. Moy.
Author
Moy, Doug H.
Publication
New York : J. Wiley, c1998.

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StatusFormatAccessCall NumberItem Location
TextUse in library KF734 .M69 1998Off-site

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Details

Description
xix, 427 p. : forms; 28 cm. +
Subject
  • Living trusts > Taxation > United States
  • Living trusts > United States
Note
  • Published simultaneously in Canada.
Bibliography (note)
  • Includes bibliographical references (p. 415-417) and index.
System Details (note)
  • System requirements for accompanying computer disk: IBM PC or compatible computer : Microsoft Word for Windows 6.0 or higher, or other word processing software.
Processing Action (note)
  • committed to retain
Contents
Ch. 1. Framework of a Living Trust -- Ch. 2. Trustee's Powers, Duties, and Responsibilities -- Ch. 3. Property Management and Other Benefits -- Ch. 4. Disadvantages, Reservations, and Limitations -- Ch. 5. Lifetime Operation of a Living Trust -- Ch. 6. Federal Income Tax -- Ch. 7. Federal and State Transfer Taxes -- Ch. 8. Overview of the Funding Process -- Ch. 9. Real Property Interests -- Ch. 10. Publicly Traded Securities and U.S. Government Obligations -- Ch. 11. Closely Held Business Interests -- Ch. 12. Accounts in Banks, Savings Associations, and Credit Unions -- Ch. 13. Tangible and Intangible Personal Property -- Ch. 14. Retirement Plans, Life Insurance, and Annuities -- Ch. 15. Power of Attorney and Pour-Over Will.
ISBN
0471290270 (pbk./disk : acid-free paper)
LCCN
^^^98017438^
Owning Institutions
Harvard Library