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Index
Preface
Introduction
CHAPTER ONE: Trusts and Wills Defined
CHAPTER TWO: You Must Have a Trust If . . .
CHAPTER THREE: A Comparison: Trusts and Wills
CHAPTER FOUR: Trust Seminars: A Free Meal, But at What Cost?
CHAPTER FIVE: Watch Out for Attorneys
CHAPTER SIX:. Trustees
CHAPTER SEVEN: Making Your Trust Work: Funding
CHAPTER EIGHT: You Do Not Need a Trust If . . .
CHAPTER NINE: The Many Types of Trusts
CHAPTER TEN: Problems with Trusts
CHAPTER ELEVEN: Guardians, Powers of Attorney, and More
CHAPTER TWELVE: Trustee Instructions for Death or Disability
APPENDIX A: Forms and Form Letters
APPENDIX B: Short Form: Guide to Trust Funding
APPENDIX C: Estate and Capital Gains Taxes
Glossary
Index
43
78
96
102
37
49
84
vi
1
3
8
25
26
30
31
36
41
45
51
82
88
39
40
44
14
18
64
97
11
12
22
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