The First Quarter: Establishing Your Living Trust 1
Chapter 1 How You Established Your Living Trust Without a Clear Understanding of What It Is and How It Works Or, You Dont Know What You Dont Know about Your Living Trust 3
Chapter 2 What Does the Living Trust Do, and How Does It Do It? Or, The Best Explanation of the Living Trust You Will Ever Get 11
Chapter 3 Do You Really Need a Living Trust? Or, Dont Let Someone Sell You Something You Dont Need 17
Chapter 4 Establishing Your Living Trust Or, No Better Way to Get Started . . . Than to Get Started 26
Chapter 5 Who Should You Select as the Lifetime Agent of Your Living Trust? Or, If You Become Incapacitated, Will Your Lifetime Agent Manage Your Living Trust for Your Benefit . . . or for His? 39
Chapter 6 You Can Select Your Children as Your After-Death Agent, but Will They Carry Out Your Living Trusts Inheritance Instructions? Or, 'That Was Our Parents Wish, But It Aint Our Wish' 54
The Second Quarter: Living with Your Living Trust During the Lifetimes of You and Your Spouse 67
Chapter 7 Functions of Your Living Trust While Both You and Your Spouse Are Alive Or, Dont Quite Forget about Your Living Trust after You Have Thrown It into Your Safe-Deposit Box 69
Chapter 8 The Five Concerns about the Real Estate You Transferred to Your Living Trust Or, You Still Own Your House! 86
Chapter 9 Should You Tell Your Children about Your Living Trust? Or, Dont Dismiss the Chance to Have a Family Inheritance Meeting'specially If the Lawyer Wont Charge You 96
The Third Quarter Living with Your Living Trust after the Death of Your Spouse 105
Chapter 10 Will You Divert Your Deceased Spouses Half of the Living Trust Assets from Your Offspring? Or, How to Make Your Children Fret and Hope That You Will Do the Right Thing 107
Chapter 11 The Power to Change Your Deceased Spouses Inheritance Instructions . . . or Not! Or, If Your Childs Vice Dissipates after Your Spouse Dies, Are You Allowed to Change Your Spouses Inheritance Instructions to Meet That Change? 115
Chapter 12 Dealing with Your Living Trust If You Remarry Or, The Battle Royal: Your Second Spouse Versus Your First Children 125
Chapter 13 Dealing with the Estate Tax Return, Splitting the Living Trust Assets, and O her Tax Stuff That You Would Rather Just Ignore after Your Spouse Dies Or, As Much as You Want to, Dont Skip This Chapter! To Prevent Estate Taxes after Your Death, You Must Deal with Estate Tax Matters after Your Spouses Death 133
The Fourth Quarter Dying with Your Living Trust 163
Chapter 14 Distribution of Your Living Trust after Both You and Your Spouse Are Dead Or, The Inheritance Arena Is Not for the Fainthearted 165
Chapter 15 Dont Intentionally Leave Your Children Unequal Inheritances Or, So What If One Needs It More Than the Other? 171
Chapter 16 The Accidental Unequal Inheritance Or, If You Think You Have Treated Your Children Equally by Leaving Them Equal Inheritances, I Have Some News for You! 178
Chapter 17 Dont Make a Child Who Owes You Money a Debtor to Your Other Children Or, An Unforgiven and Unpaid Loan to a Child Can Wreak Havoc after Your Death 187
Chapter 18 Do Not Leave Your Child an Outright Inheritance Or, Im Not Kidding! Dont Leave Your Child an Outright Inheritance 195
Chapter 19 Using Your Living Trust to Force Your Child into a Conventional Lifestyle Or, If the Twig Is Bent, Will Force Do Anything to Straighten It Out? 230
Chapter 20 The Success of the Third-Party Irrevocable Protection Trust (PUPPET) Depends on Whom Youve Selected as the Third Party Or, Try Not to Appoint One Private Person to Hold and Manage Money for Another Private Person 237
Chapter 21 Who Are Your Grandchildren? Or, Do You Really Want Your Living Trust Assets to Ultimately Wind Up with Your Sons Second Wifes Kids from Her First Marriage? 247
Chapter 22 The IRS Is Back! And This Time, Its for Real! Or, 'Sorry about Your Parents Deaths. That Will Be $200,000, Please.' 254
Chapter 23 Who Pays the Estate Tax? Or, Dont Make One Person Pay the Estate Tax on Living Trust Gifts That Go to Another Person 265
Postgame: Review and Lessons Learned 277
Chapter 24 Question and Answer Time! Or, Take the Opportunity to Ask This Expensive Lawyer Your Questions . . . at No Charge 279
Chapter 25 A Random Sampling of Cautionary Tales from the Inheritance Arena Or, Read About, and Learn from, My Previous Mistakes and the Mistakes of My Clients 298
About the Author Or, An Invitation from the Author to Contact Him at No Charge 371
Index 375
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