Book on Trusts

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
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frisbeeaddict
Posts: 41
Joined: Tue May 22, 2018 7:53 am
Location: Florida

Book on Trusts

Post by frisbeeaddict » Fri May 17, 2019 11:20 pm

Looking for few good books that deal with tax planning, asset management, distributions etc with regard to irrevocable trust. We and (grantor) trust are in Florida if that helps narrow the field. Also looking for writings thst address using the trust to buy and hold/sell real estate.. thanks!

longleaf
Posts: 264
Joined: Sun Nov 26, 2017 4:13 pm

Re: Book on Trusts

Post by longleaf » Sat May 18, 2019 12:04 am

I would avoid real estate inside trusts, especially if it has the potential of independent trustee. An LLC works well for real estate, and you can setup transfer restrictions on the ownership of the LLC.

Beyond the Grave is a good book.
Frugality, indexing, time.

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