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Private Wealth Management: The Complete Reference for the Personal Financial Planner, 9th Edition by Jerry Rosenbloom, G. Victor Hallman

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Revocable Living Trusts and Property Management Arrangements

This chapter deals with several methods (i.e., revocable living trusts and jointly owned property WROS) for transferring property to others at a person’s death other than by the traditional will. These may be broadly referred to as will substitutes. However, elsewhere in the book we have discussed various kinds of property or property interests that can pass to others at the direction of the owner outside the probate estate. These also can be referred to as will substitutes. They include beneficiaries under qualified retirement plans and IRAs, life insurance beneficiary designations, noncharitable beneficiaries under charitable remainder trusts, other beneficiary designations (e.g., ...

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