Make Your Own Living Trust
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Living trusts made simple! Protect your family with this bestselling book.Death may be inevitable, but probate doesn't have to be. By creating a living trust, your property will bypass lengthy and expensive probate proceedings and go directly to the people you've designated, quickly and easily. Make Your Own Living Trust explains how to create a living trust, transfer property to the trust and amend or revoke the trust at any time. Make Your Own Living Trust includes all the forms you need -- as tear-outs and on CD-ROM -- to create your own trust, plus step-by-step instructions for filling them out. Completely updated and revised, the 9th edition covers the latest laws and information about federal and state estate taxes. Good in all states except Louisiana. Chicago Tribune If you think you can prepare your own living trust, an excellent book is Make Your Own Living Trust.
IntroductionHow to Use This Book1. Overview of Living TrustsLiving Trusts ExplainedProbate and Why You Want to Avoid ItAvoiding ProbateReducing Estate TaxesOther Advantages of a Living TrustPossible Drawbacks of a Living Trust2. Human Emotions and Living TrustsLeaving Unequal Amounts of Property to ChildrenSecond or Subsequent MarriagesSingle PeopleDisinheriting a ChildUnmarried CouplesCommunicating Your Decisions to Family and Friends3. Common Questions About Living TrustsDoes Everyone Need a Living Trust?If I Prepare a Living Trust, Do I Need a Will?How Can I Leave Trust Property to Children and Young Adults?Will My Living Trust Reduce Estate Taxes?Will I Have to Pay Gift Taxes?Will a Living Trust Shield My Property From Creditors?Do I Need a "Catastrophic Illness Clause" in My Trust?How Does Where I Live Affect My Living Trust?Can I Place Real Estate in a Living Trust?Can I Sell or Give Away Trust Property While I'm Alive?Is a Bank Account Held in Trust Insured by the FDIC?Will Property in My Living Trust Get a "Stepped-Up" Tax Basis When I Die?Who Must Know About My Living Trust?Could Someone Challenge My Living Trust?4. What Type of Trust Do You Need?If You Are SingleIf You Are Part of a CoupleIndividual Trusts for Members of a CoupleA Basic Shared Living TrustThe Tax-Saving AB TrustNolo's Standard AB Trust and AB Disclaimer Trust5. Nolo's Tax-Saving AB TrustsThe Size of Your EstateShould You Do It Yourself?How Nolo's AB Trusts WorkAlternatives to Nolo's AB Trusts6. Choosing WhatProperty to Put in Your Living TrustListing the Property to Be Put in Your TrustProperty That Should Not Be Put in Your Living TrustProperty You Can Put in Your Living TrustMarital Property LawsCompleting the Property Worksheet7. TrusteesThe Initial TrusteeThe Trustee After One Spouse's Death or IncapacityThe Successor Trustee8. Choosing Your BeneficiariesKinds of Trust BeneficiariesNaming Your Primary BeneficiariesSimultaneous Death ClausesShared GiftsSome Common Concerns About BeneficiariesNaming Alternate BeneficiariesResiduary BeneficiariesDisinheritancePutting Conditions on BeneficiariesProperty That Is No Longer in Your Trust at Your DeathBeneficiary Worksheets9. Property Left to Minor Children or Young AdultsProperty Management OptionsWhich Method Is Better for You: Child's Trust or Custodianship?Tax-Saving Educational Investment PlansChild's TrustsCustodianships10. Preparing Your Living Trust DocumentChoosing the Right Trust FormMaking Changes to a Trust FormStep-by-Step InstructionsPrepare Your Final Trust DocumentConsider Having Your Work Checked by a LawyerSign Your Living Trust in Front of a Notary11. Transferring Property to Your TrustPaperworkTechnical OwnershipAn Abstract of TrustReal EstateBank Accounts and Safe Deposit BoxesSecuritiesVehicles, Boats, and PlanesBusiness InterestsLimited PartnershipsCopyrightsPatentsRoyalties12. Copying, Storing, and Registering Your Trust DocumentMaking CopiesStoring the Trust DocumentRegistering the Trust13. Living With Your Living TrustIf You Move to Another StateAdding Property to Your Living TrustSelling or Giving Away Trust PropertyWhen to Amend Your Living Trust DocumentWho Can Amend a Living Trust DocumentHow to Amend Your Trust DocumentRevoking Your Living Trust14. After a Grantor Dies Who Serves as Trustee After the Grantor's DeathThe Trustee's DutiesTransferring Property to BeneficiariesPreparing and Filing Tax ReturnsAdministering a Child's TrustAdministering a Custodianship15. A Living Trust as Part of Your Estate PlanUsing a Backup WillOther Probate-Avoidance MethodsFederal Gift and Estate TaxesState Estate TaxesPlanning for IncapacityLong-Term Trusts to Control Property16. WillsWhy Prepare a Backup Will?What You Can Do in a Backup WillPour-Over WillsAvoiding Conflicts Between Your Will and Your Living TrustFilling in the Will FormSigning and Witnessing Your Will17. If You Need Expert HelpHiring a Lawyer to Review Your Living TrustWorking With an ExpertLawyer FeesDoing Your Own Legal ResearchGlossaryAppendixesA. How to Use the Forms CD-ROMInstalling the Form Files Onto Your ComputerUsing the Word Processing Files to Create DocumentsFiles Provided on the Forms CD-ROMB. FormsForm 1: Basic Living Trust for One PersonForm 2: Basic Shared Living TrustForm 3: AB Living TrustForm 4: AB Disclaimer Living TrustForm 5: Witness Statement for a Florida Living TrustForm 6: Assignment of Property to a Trust for One PersonForm 7: Assignment of Shared Property to a Trust for a CoupleForm 8: Amendment to Living Trust for One PersonForm 9: Amendment to Basic Shared Living Trust or AB TrustForm 10: Revocation of Living TrustForm 11: Basic Will for One PersonForm 12: Basic Will for a Member of a CoupleForm 13: Affidavit of Successor TrusteeIndex
