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Written by Clifton B. Kruse, Jr., a well-known expert in the fields of estate planning and elder law, this updated edition of Third-Party and Self-Created Trusts explains the effect that governmental legislation has had on trust law and guides you through the maze of federal laws that affect planning for the elderly and disabled. Focusing on the effect of the Omnibus Budget Reconciliation Act of 1993 on trusts for older and disabled Americans, this guide includes the full text of this act and outlines how it affects the drafting of trusts, illustrated by a comprehensive chart showing OBRA 1993's effect on nine commonly used trusts.
Third-Party and Self-Created Trusts includes sample forms and language reflecting the most current rulings, dozens of real-world examples, and detailed endnotes that will help you:
In addition to updating the material from the earlier editions, the trust forms have been amended where appropriate.
Author: Rebecca C. Morgan,Robert B. Fleming,Bryn Poland
ISBN-10: 1639052690
ISBN-13: 9781639052691
Publisher: American Bar Association
Language: English
Published: 10/03/2023
Pages: 370
Format: Paperback
Weight: 1.50lbs
Size: 10.00h x 6.90w x 0.90d
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