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Revocable Grantor Trusts 2023 Edition

Essential handbook providing the guidance needed to use revocable grantor trusts in clients’ estate plans.

The essential handbook focuses on the revocable grantor trust document and all the tools you need to use it in your clients’ estate plans, including determination of the taxable estate, planning for spouses and descendants, drafting marital deduction and credit-shelter provisions, tax aspects of trust administration, planning for incapacity, funding the revocable grantor trust, the standard revocable grantor trust, S corporations and Illinois revocable grantor trusts, and trusts by citizens or residents for noncitizen spouses (qualified domestic trusts).

Elizabeth A. Garlovsky, Sarah M. Barnes, and Shawn M. McCullough, Harrison & Held, LLP, Chicago

Chapter 1 — Overview of Revocable Grantor Trusts

Chapter 2 — Determination of the Taxable Estate

Chapter 3 — Planning for Spouses and Descendants

Chapter 4 — Drafting Marital Deduction and Credit Shelter Provisions

Chapter 5 — Tax Aspects of Trust Administration

Chapter 6 — Planning for Incapacity

Chapter 7 — Funding the Revocable Grantor Trust

Chapter 8 — Standard Revocable Grantor Trust Agreement

Chapter 9 — S Corporations and Illinois Revocable Grantor Trusts

Chapter 10 — Trusts by Citizens or Residents for Noncitizen Spouses (Qualified Domestic Trusts)

Handbook
SKU: 23REVGT-H
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$175.00
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E-book
SKU: 23REVGT-E
$175.00
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The essential handbook focuses on the revocable grantor trust document and all the tools you need to use it in your clients’ estate plans, including determination of the taxable estate, planning for spouses and descendants, drafting marital deduction and credit-shelter provisions, tax aspects of trust administration, planning for incapacity, funding the revocable grantor trust, the standard revocable grantor trust, S corporations and Illinois revocable grantor trusts, and trusts by citizens or residents for noncitizen spouses (qualified domestic trusts).

Elizabeth A. Garlovsky, Sarah M. Barnes, and Shawn M. McCullough, Harrison & Held, LLP, Chicago

Chapter 1 — Overview of Revocable Grantor Trusts

Chapter 2 — Determination of the Taxable Estate

Chapter 3 — Planning for Spouses and Descendants

Chapter 4 — Drafting Marital Deduction and Credit Shelter Provisions

Chapter 5 — Tax Aspects of Trust Administration

Chapter 6 — Planning for Incapacity

Chapter 7 — Funding the Revocable Grantor Trust

Chapter 8 — Standard Revocable Grantor Trust Agreement

Chapter 9 — S Corporations and Illinois Revocable Grantor Trusts

Chapter 10 — Trusts by Citizens or Residents for Noncitizen Spouses (Qualified Domestic Trusts)

Products specifications
Media TypePublications
CategoryEstate Planning & Probate
CategoryTrusts
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Products specifications
Media TypePublications
CategoryEstate Planning & Probate
CategoryTrusts
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