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The Tools & Techniques of Trust Planning, 2nd Edition

  • Book

  • 456 Pages
  • June 2019
  • Region: United States
  • ALM Media, LLC
  • ID: 4791082

The Tools & Techniques of Trust Planning, 2nd Edition provides advisers with the most up-to-date information about the creation, administration, and modification of trusts for legal and estate planning professionals. Not only does this title deliver an expert overview of general trust information, but it explains how to use specific types of trusts to solve unique planning problems. Explorations of different types of trusts include detailed knowledge about:

  • The types of trusts that are most commonly used
  • How each type of trust came to be used
  • The possible tax consequences for grantors and beneficiaries of using a particular type of trust
  • The requirements for each type of trust and how they should be drafted
  • How planning professionals such as attorneys, accountants, investment advisers, and trust officers should administer the trust to achieve the client's stated planning goals over the life of the trust
  • In contrast to academic trust publications that focus on the ramifications of various trust terms and deep case law analysis, this resource provides a refreshing alternative in the form of a succinctly written collection of chapters on trending topics in trust planning. 

New in the 2nd Edition:

  • Completely updated information to reflect the 2017 Tax Cuts and Jobs Act
  • A new chapter on trust planning topics for blended families
  • Updated state, federal, and international law updates for asset protection trusts
  • New and more detailed real-world examples of trust planning scenarios that are most commonly encountered by planning professionals
  • Current compliance and best practice information to help planners and other professionals avoid common mistakes and improve client satisfaction

Topics Covered:

  • The Role of Trust Protectors
  • Marital Deduction and Bypass Trusts
  • 2503(b) and 2503(c) Trusts
  • Trusts and Divorce
  • Trust Amendments
  • Special Needs Trusts
  • S Corporations and Trusts
  • Grantor Retained Interest Trusts
  • And more! See the “Table of Contents” section for a full list of topics

As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of trust planning and confidently meet their needs.


Stephan Leimberg Jonathan E. Gopman Michael A. Sneeringer