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The Living Trust Workbook [Paperback]

Robert A. Esperti (Author), Renno L. Peterson (Author)

5.0 out of 5 stars See all reviews (1 customer review) |

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Book Description

Publication Date: December 1, 2000

Revised and updated--the essential workbook for creating a Living Trust and securing your family

Since Robert A. Esperti and Renno L. Peterson's groundbreaking book, Loving Trust, was published in 1988, more and more people have chosen Living Trusts as a probate-free alternative to wills or conventional substitutes. Now in this revised edition, Esperti and Peterson, with David K. Cahoone, have updated and expanded this easy-to-use guide that explains everything you need to know about creating and implementing a Living Trust. This essential workbook will help you and your advisors design a trust tailored for your circumstances and wishes. In this workbook you will learn:

* what a Living Trust is, how it works, and how it will save you money and your family stress during a difficult time
* the role of a Living Trust in the event of disability
* how to place various properties, such as real estate, market accounts, and businesses into your Living Trust
* charts, checklists, worksheets, and sample forms with instructions on how to use them
* tips on choosing and working with a lawyer

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Revised and updated--the essential workbook for creating a Living Trust and securing your family

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Editorial Reviews

From Booklist

Trying to overcome the antipathy people feel toward discussing estate matters is like trying to get a child to eat lima beans. Lawyers Esperti and Peterson attempt to make estate planning--specifically, creating a living trust--an act of love. Whether or not they succeed is moot; what they do admirably well is provide logical, clear reasons for establishing a living trust. Almost every chapter includes sample forms, from a letter to confirm a first-time meeting with a new attorney to an assignment to the trust of a lease, with the caveat to consult a lawyer before executing these documents. Barbara Jacobs --This text refers to an out of print or unavailable edition of this title.

About the Author

Robert A. Esperti, Renno L. Peterson and David K. Cahoone are partners and practicing attorneys. Esperti and Peterson co-founded the National Network of Estate Planning Attorneys. The authors frequently lecture on estate and business planning to professional groups nationwide.

Product Details

Paperback: 352 pages
Publisher: Penguin (Non-Classics); Revised edition (December 1, 2000)
Language: English
ISBN-10: 0140173889
ISBN-13: 978-0140173888
Product Dimensions: 7.6 x 0.9 x 9.4 inches
Shipping Weight: 14.1 ounces (View shipping rates and policies)

Average Customer Review: 5.0 out of 5 stars See all reviews (1 customer review)

Amazon Best Sellers Rank: #1,078,514 in Books (See Top 100 in Books)

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1 of 4 people found the following review helpful:

5.0 out of 5 stars considers factors in addition to legal, March 17, 2009

Retiree (Ojai, CA) - See all my reviews

This review is from: The Living Trust Workbook (Paperback)

Got the book from my local library, and it was so good I wanted my own copy.

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Inside This Book (learn more)

First Sentence:
MANY PEOPLE TRY TO ACCOMPLISH ESTATE PLANNING WITHOUT knowing what it is or how to specifically define it. Read the first page

Key Phrases - Statistically Improbable Phrases (SIPs): (learn more)
personal information checklist, funding your trust, living trust planning, postmortem assignments, nominee partnership, evidencing creation, professional corporation stock, federal estate tax planning, living trust plans, overall estate planning, estate planning advisors, joint trust, financial guardianship, income tax ramifications, trust instructions, memorial instructions, other tangible personal property, revocable living trust, initial trustees, foregoing assignment, purposes herein, trust maker, hereby transfer, trust amendment, foregoing instrument

Key Phrases - Capitalized Phrases (CAPs): (learn more)
State of Anywhere, Family Trust, Notary Public, Durable Special Power of Attorney, Memorandum of Personal Property, Esperti Peterson Planning Process, Pocketbook Trust, Stock Power, Main Street, Financing Statement, Internal Revenue Code, Planning Pyramid, Postmortem Assignment, Internal Revenue Service, Loving Trust, National Network of Estate Planning Attorneys, Warranty Deed, Common Trust, Location List, Quitclaim Deed, The Living Trust Revolution, Durable Power of Attorney, Magic Wand, Pour-Over Will, United States

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Books on Related Topics | Concordance | Text Stats

Citations (learn more)

This book cites 6 books:

The Living Trust Revolution by Renno L. Peterson on 4 pages
Loving Trust: The Right Way to Provide for Yourself and Guarantee...; Revised and Expanded by Robert A. Esperti in Front Matter (1), Front Matter (2), and page 30
Estate Planning Text 7th Edition by Kaplan Financial in Front Matter (1), and Front Matter (2)
The irrevocable life insurance trust by Robert A Esperti in Front Matter
The Handbook of Estate Planning by Robert A. Esperti in Front Matter

See all 6 books this book cites

6 books cite this book:

American Bar Association Family Legal Guide (third edition): Everything your family needs to know about the law and real estate, consumer protection, ... Association Complete Personal Legal Guide) by American Bar Association on page 727
Protect Your Estate: Definitive Strategies for Estate and Wealth Planning from the Leading Experts by Robert Esperti in Back Matter
And Thou Shalt Honor: The Caregiver's Companion by Beth Witrogen McLeod in Back Matter
The American Bar Association Guide to Wills and Estates, Second Edition: Everything You Need to Know About Wills, Estates, Trusts, and Taxes (American Bar Association Guide to Wills & Estates) by American Bar Association on page 132
And Thou Shalt Honor: The Caregiver's Companion by Beth Witrogen McLeod in Back Matter

See all 6 books citing this book

Books on Related Topics (learn more)

The Living Trust by Henry W. Abts

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A Practical Guide to Estate Planning and Administration (West Legal Studies Series)

A Practical Guide to Estate Planning and Administration by Michael Gau

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The Complete Book of Trusts, 3rd Edition by Martin M. Shenkman

Discusses:

Protect Your Estate by Robert A. Esperti

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