AbaThuthi abaPhumeleleyo, abaxhamli kunye nabanye
Akukho mfuneko yomthetho ukuba ukuthanda kunye nokugcina okanye ukuthembana okuphikisayo kukufundwa ngokuzwakalayo kunoma ubani. Endaweni yoko, ugqwetha lomgcini kufuneka unqume ukuba ngubani na onelungelo lokufumana ikopi ye-trust kwaye ngubani omele athunyelwe ikopi nangona umthetho welizwe awuwudingi.
Ngoko, ngubani omele athole ikopi ye-trust?
Umqhubi weTrasti obizwa ngokuba yiTrust
Mhlawumbi iqela elichaphazelekayo elifunekayo kufuneka lifumane ikopi yethemba, ngumntu okanye iqumrhu elibizwa ngokuba ngumphathiswa weTrustmaker's Successor Trustee. Ngoba? Ngenxa yokuba iTrasti yoMphumeleli inoxanduva lokulungisa i-trust kwaye ngoko kufuneka ihlolisise isivumelwano somthendeleko ukuqonda ukuba ngubani na abaxhamli be-trust kunye nayo nayiphi na imithintelo ekhethekileyo okanye imiyalelo malunga nezabelo zabo ze-trust; onke amagunya ayenayo iTrasti yeTrasti ekuhlaleni i-trust; kwaye luhlobo luni lwembuyekezo yeTrasti yoMphumeleli onelungelo lokufumana ukufezekisa zonke iimbopheleleko ezithintekayo ezibandakanyeka ekulungiseleleni i-trust.
Abaxhamli ababizwa ngokuba yiTrust
Bonke abaxhamli bokuqala abaqeshwe kwisivumelwano sokwethenjwa, abaxhamli abanentsingiselo abanelungelo lokusasazwa ngokukhawuleza okanye ngokufanelekileyo okanye ilungelo lokufumana ingeniso esheshayo kunye nenqununu esuka kwi-trust, banelungelo lokufumana ikopi ye-trust ukuze bayayiqonda into abayifumanayo kwaye njani kwaye bakufumana nini.
Umthetho kaRhulumente uya kuqinisekisa ukuba abaxhamli bababini, abaxhamli abanenjongo abaza kudla ilifa emva kokuba abaxhamli bokuqala bafa-kufuneka bafumane ikopi ye-trust. Ukuba umxhamli uncinci, ngoko umgcini wendalo okanye umgcini wezomthetho kufuneka anikwe ikopi yethenda egameni lomncinci.
Iindlalifa zoMthetho kunye / okanye Abaxhamli baPhambi
Ukuba igqwetha lethemba lilindele ukuba umncintiswano wokubathemba uza kufakwa ukufaka umngeni kwimvumelwano yesigqibo, ngoko ke, ngaphezu kwabo abaxhamliweyo abaqeshwe kwi-trust, igqwetha linokukhetha ukuthumela ikopi yethemba kwiindlalifa zomthetho weTrustmaker abangabhalwanga kwi-trust okanye kubaxhamli ababizwa ngokuba yi-Trustmaker yangaphambili yesivumelwano sokuthemba. Umthetho wesizwe uya kululela ukuba ngaba oku kuya kunceda ukunciphisa inani lexesha abaxhamliweyo abangenakususwa banokufakela umncintiswano wokubambisana.
Umgcini-mali kwi-Trust
Umgcini-akhawunti we-trust kumele athole ikopi yesivumelwano sokubamba ukuthembeka ukuze aqonde nayiphi na imiyalelo enikezelwe ukuhlawula amatyala e-trust; ukwabiwa kwempahla kunye nentlawulo yengeniso; imiyalelo yokwabiwa phakathi kweempahla kunye nethenda yengeniso kunye nenqununu; nini kwaye ukuba i-akhawunti ye-akhawunti ifuna ukunikezelwa kwabaxhamli be-trust; kwaye yimaphi amagunya oMphathiswa weNtuthuko ekuhlaleni nasekuyekeleni amangxelo afakwe kwi-trust kunye nokuhlawula imali kunye neentlawulo zerhafu yengeniso.
Ummeli woBuntu obizwa ngokuba yiNtando kaTrustmaker
Ukuba i-Trustmaker ayizange ixhaswe ngokupheleleyo kwi-trust ngaphambi kokufa kwaye kufuneka kuqhutywe i-probate procedure, ngoko ummeli wakhe ogama lakhe kwi-Trustmaker's pour over will will receive a copy of the trust.
Oku kuya kuvumela iTrasti yoMphumeleli kunye noMmeli Wakhe, ngokukodwa ukuba ayingeyomntu omnye okanye ibutho, ukuqonda ukuba kufuneka basebenzisane njani ukulungisa i-trustmaker's trust and property estate .
I-IRS kunye / okanye iGunya loRhumo lweRhafu
Ukuba isakhiwo seTrustmaker sihlawulwa kwiinjongo zerhafu yezopolitiko kunye / okanye karhulumente, ke ikopi yesivumelwano sokwethenjwa kufuneka ithunyelwe kwi-IRS kunye / okanye kwigunya lokurhoxisa urhulumente kunye nokubuyiswa kweerhafu yezindlu .
Khumbula: Iingxowa Azinjalo Zirekhodi Zomphakathi
Ngokuchasene neNtshukumo yokugqibela kunye neTestamente, eya kuba irekhodi kawonkewonke umntu ukuba afunde emva kokuba efakwe kwi-probate kunye nenkundla yelizwe efanelekileyo, i-Revocable Living Trust ayifanele ifakwe kunye nayiphi na inkundla. Le ngenye yezona zinzuzo ezinkulu kwi-Trust Revocable Living Trust-igcina ukulungiswa kwetrasti yinkcazo yangasese phakathi kwabaphathiswa abaphumelelayo kunye nabaxhamli be-trust.
Kodwa ke, phawula ukuba ukuba umncintiswano wokubambisa ukhonjiswe ukuba ucelomngeni ukuqinisekiswa kwesivumelwano sokwethenjwa, ngokuqinisekileyo uxwebhu lothembiso luya kuba yirekhodi kawonkewonke kuba ikopi yalo iya kuqhotyoshelwa kwinkundla efanelekileyo ecela ukuba imingeni yeso sigunyaziso. Kweemeko ezithile, njengokuba kwimeko edumileyo okanye ekhohlakeleyo , abaxhamli be-trust bangacela ukuba ijaji ityikitye iirekhodi zenkundla ukukhusela uluntu jikelele ukuba lukhangele i-trust kunye namanye amaphepha enkundla, kodwa ijaji iya kunika le zicela kuphela kwiimeko ezingaqhelekanga.