INCLUDES CD-ROM WITH EXCLUSIVE TRUST CALCULATOR!
Updated to include current IRS forms and numbers.
Look no further for the ultimate resource on trusts used for estate and charitable planning. This updated resource -- complete with CD-ROM and an exclusive Trust Calculator -- offers 17 detailed chapters that cover more than 20 different types of trusts. You’ll gain an in-depth understanding of the life cycle of a trust, trust taxation rules, and how to set up specialized trusts for your clients.
The Ultimate Trust Resource reflects all changes made by EGTRRA 2001 and also includes new and revised valuation tables.
Featuring:
- Detailed rules and guidance for creating, operating, and terminating a trust.
- Important, accurate details on gift taxation, income taxation, estate taxation, generation-skipping transfer taxation and leveraging transfer taxes.
- Comprehensive explanations of all major forms of trusts.
CD-ROM FEATURING TRUST CALCULATOR!
The Ultimate Trust Resource includes a CD-ROM featuring an exclusive Trust Calculator as well as helpful supporting statutes, regulations and forms to ensure that the provisions you set up in any trust will advance your client’s financial goals while minimizing transfer taxes. The Calculator works with your keyboard and your mouse so there’s no new software to learn.
Developed by author William J. Wagner, the Trust Calculator offers more than 30 complex calculations, for valuing interests in charitable and grantor trusts including: CLATs, CLUTs, CRATs, CRUTs, PIFs, GRATs, GRUTs, and QPRTs. Quick calculations for gift, estate, generation-skipping, and income tax can also be performed. The Calculator provides brief explanations of each calculation, and you can print the results of each calculation for immediate and future reference.
In addition, the Calculator’s Estate Marital Planner allows for quick comparisons of various marital plans for spouses with changes in the assumptions, such as the years of death, the order of death, the growth rate, and more.
The CD-ROM also includes: income, gift, estate and generation-skipping transfer IRC sections, Treasury regulations, IRS forms, Uniform Acts, and Charitable Remainder Trust Model Forms.
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