Source: https://colorado.casemakerlibra.com/home/index.aspx?pa=Trust%20and%20Estate&b=Funding%20the%20Revocable%20Living%20Trust
Timestamp: 2019-09-17 06:19:49
Document Index: 224771674

Matched Legal Cases: ['§ 1', '§ 1', '§ 2', '§ 2', '§ 2', '§ 2', '§ 2', '§ 2', '§ 2', '§ 2', '§ 2', '§ 2', '§ 2', '§ 2', '§ 2', '§ 2', '§ 2', '§ 2', '§ 3', '§ 3', '§ 4', '§ 4', '§ 5', '§ 5', '§ 6', '§ 6', '§ 7', '§ 7', '§ 8', '§ 8', '§ 8', '§ 1244', '§ 12', '§ 13', '§ 15', '§ 15', '§ 15', '§ 16', '§ 16', '§ 16', '§ 16', '§ 17', '§ 18', '§ 19', '§ 19', '§ 20', '§ 21', '§ 21', '§ 21', '§ 21', '§ 21', '§ 22', '§ 22', '§ 22', '§ 23', '§ 23', '§ 23', '§ 24', '§ 24', '§ 25', '§ 25', '§ 26', '§ 26', '§ 26']

For the Second Edition, existing chapters and exhibits have been fully updated. Readers will also find helpful new material on postmarital waivers under the Retirement Equity Act, deeds of livestock brands, the Demand Deposit Marketplace, community property, choosing a trustee, and a new chapter authored by Douglas Turner on firearms and gun trusts.
L William Schmidt, Douglas Turner
Chapter 1 Overview of the Revocable Living Trust
§ 1.1 General Comments
§ 1.2 Advantages of The Revocable Trust
§ 2.1 Quitclaim Deed
§ 2.2 Warranty Deed
§ 2.3 Special Warranty Deed
§ 2.4 Bargain and Sale Deed
§ 2.5 Title Insurance Issues
§ 2.6 The Grantee: Trust Disclosed — Trustee Undisclosed
§ 2.7 The Grantee: Trustee Disclosed — Trust Undisclosed
§ 2.8 Trustees in Joint Tenancy — Trust Undisclosed
§ 2.9 Nonresident Bank Trustee
§ 2.10 Unrecorded Deeds
§ 2.11 Mortgage Precautions
§ 2.12 Creditors of The Trustee
§ 2.13 Taxable Gain From Sale of Personal Residence
§ 2.14 The Statement of Authority
§ 2.15 Senior's Property Tax Exemption
§ 2.16 Beneficiary Deed
Chapter 3 Stocks
§ 3.1 Registered Securities
§ 3.2 Bearer Securities
Chapter 4 Safe Deposit Boxes
§ 4.1 Ownership
§ 4.2 Caveat
§ 5.1 Beneficiary Designation
§ 5.2 Ownership Issues
Chapter 6 Retirement Benefits
§ 6.1 Surviving Spouse Alternatives
§ 6.2 Trust as Designated Beneficiary
Chapter 7 Personal Effects
§ 7.1 Spousal Issues
§ 7.2 Formal Intention to Transfer Personalty
Chapter 8 Subchapter S Stock
§ 8.1 Grantor Trusts
§ 8.2 Qualification as A QSST
§ 8.3 Qualification as An ESBT
Chapter 9 I.R.C. § 1244 Stock
Chapter 10 Installment Obligations
Chapter 11 Livestock and Farm Equipment
Chapter 12 Stock Options
§ 12.1 Exercise—Of—Option Issues
Chapter 13 Oil and Gas Interests
§ 13.2 Form of Conveyance
Chapter 14 Series E and H Bonds
§ 15.1 Titling
§ 15.2 Insurance Issues
§ 15.3 Incapacity
Chapter 16 Business Interests
§ 16.1 Professional Corporation Stock
§ 16.2 Partnerships
§ 16.3 Sole Proprietorship
§ 16.4 Limited Liability Company
Chapter 17 Patents, Trademarks, and Copyrights
§ 17.1 Overview
Chapter 18 Special Power of Attorney for Funding
§ 18.1 Overview
Chapter 19 Pod and Tod Accounts
§ 19.1 POD Accounts
§ 19.2 TOD Accounts
Chapter 20 Postmortem Assignments
§ 20.1 Overview
Chapter 21 The Nominee Partnership
§ 21.1 Development of Nominee Partnerships
§ 21.2 The Partnership Agreement
§ 21.3 Documenting Ownership of Assets
§ 21.4 Tax Reporting
§ 21.5 Post—Death Considerations
Chapter 22 Bank Accounts
§ 22.1 Checking Accounts
§ 22.2 FDIC Deposit Insurance
§ 22.3 Demand Deposit Marketplace for Trusts
Chapter 23 Income Tax Matters
§ 23.1 Reporting Income and Tax Returns
§ 23.2 Reporting at Grantor's Death
§ 23.3 Taxable Year
Chapter 24 Marital Property Considerations
§ 24.1 Division of Marital Assets and Divorce
§ 24.2 Community Property Considerations
Chapter 25 Duties of the Trustee
§ 25.1 Whom to Designate
§ 25.2 Education of Trustee
Chapter 26 Firearms
§ 26.1 Prior Law
§ 26.2 Current Law
§ 26.3 Gun Trusts