Inkcazo yeTrust
Benza oko ngenxa yokuba ukuthembela okungenakutshintsho kunokufikelela kwiinjongo ezahlukeneyo zokucwangcisa umhlaba, ngokukodwa kwiindawo ezinkulu, kuquka ukunciphisa okanye ukuphelisa intela yezindlu kunye nokubonelela ngokukhusela impahla kubasetyhini, inzala kunye nabanye abaxhamliweyo.
Nazi izinto ezisisiseko zokuthembela okuthethileyo.
Ukwenza kunye nokuxhaswa ngeTrust Confable
Zonke iinkolelo eziphilayo ziyakunqunyulwa okanye zingenakuguquka . Xa umniki-mali - umntu owenza kunye nokuqalisa ukuthembela-udala ukuthembela okuthekisayo, usebenza njengomphathiswa kwaye uyaqhubeka nokulawula i-asethi kunye nepropathi ayifaka kuyo. Yonke into engenayo efunyenwe yi-trust iyabhalelwa kuye ngokwakhe - uyayenazo ipropati ngenxa yokuba unelungelo lokuyithatha kwakhona okanye idibanise ukuthembela ngokupheleleyo nanini na. Ixabiso lempahla yakhe yokuthembela libheke kwiindawo zakhe zokuhlala ukuze aqikelele ukuba ngaba uya kuhlawulwa irhafu.
Umnikezeli wethemba elingenakunyuswa alikwazi ukwenza njengomprasti . Uhlawula i-trust kunye nezinto zakhe kunye namanyathelo ngaphandle, ukumisela omnye umntu ukulawula ipropati. Ngokubuyisela, i-trust ityala irhafu yengeniso. Ipropati umniki-mali unikwe imali kwi-trust ayiyenaye, ngoko ayikwazi ukufaka isandla kwisakhiwo sakhe.
Ukuthembela okungenakuthenjwa ngokuqhelekileyo kuphelisa nantoni na into yokuba i-estate yakhe iya kubakhokhela irhafu yexabiso kwi-federal or state level. Ipropati ebanjwe yithemba elingenakuguqulwa alikhokeleki kubabolekisi okanye kwizigwebo ezinokuthi zifakwe kuye okanye ngabathengi bamathenda.
Iintlobo zeenkolelo ezingapheliyo
Ukuthembela okungenakuguqulwa kunokunceda iinjongo ezininzi ngaphandle kokuhlawula irhafu yezindlu.
Inokuyilwa kunye neenjongo ezithile ezithile.
- I- overpass trust yamkela ipropati yomnini-mboleko xa efa kwaye uyayigcina inzuzo yeqabane lakhe eliseleyo. Angasebenzisa ipropati kwaye athathe imali engenayo kwi-trust, kodwa ngeyona nto ayinayo i-asethi-i-trust it does. Oku kukuthintela ipropati ukuba idibaniswe kwifa layo ngenjongo yentlawulo xa efa. Nangona i-Internal Revenue Code inikezela ukuxothwa komtshato ongenamkhawulo evumela ukuba abatshatileyo badlulisele indawo zabo kwiqabane elihlala lihlawule irhafu, umlingane osaphila mhlawumbi angaba netyala leempahla ukuba akazange aphinde ashade kwaye ekugqibeleni wadlulisela indawo yakhe kumntu ongatshatanga naye , njengomntwana wakhe okanye omnye umxhamli.
- Iimfuno ezizodwa zithemba zingabonelela ngabaxhamli abakhubazekile abaza kulahlekelwa ziintlawulo karhulumente ukuba bazuze ilifa. I-trustee inokwenza izipho ezithile zokunyuka kwiimfuno ezizodwa ezixhamliweyo ukuze ikwazi ukufumana inzuzo yeafa ze-trust ngaphandle kokuphazamisa iintlawulo zayo, kwakhona ngenxa yokuba engenalo ilifa ngokwabo.
- I- inshorensi yobomi bomshuwalense ongaphendukiyo ingasetyenzwa ukwenzela ukuba yamkele inzuzo yomshuwalense wobomi xa umncedisi efa. Kunikezelwa ukuba i-trust inomgaqo-nkqubo, inzuzo ayifaki kwigalelo lomnini-mali kumnini weenjongo zerhafu.
- Inkonzo ethembekileyo inokwenziwa ukuba ivumele abaxhamli ukuba bamkele ingeniso kwithuba elide ngaphambi kokuba i-balance trust yepropathi idluliselwe kwi-charity. Oku kubizwa ngokuba yintsalela yokuncedisa. Inokusebenza kwakhona ngenye indlela-inkolelo yokuncedisa inzuzo ivumela inceba ukuba ifumane ingeniso kwithuba elithile ngaphambi kokuba ibhalansi idluliselwe kwabanye abaxhamli. Bobabini banempahla kunye neentlawulo zerhafu yengeniso.
Zininzi ezinye iintlobo zeenkolelo ezingaphendukiyo-ezi zimbalwa nje eziqhelekileyo. Thetha kunye negqwetha ukuba unenkxalabo ekhethekileyo kwaye ucinga ukuba ilungiselelo lokuthembela elinjalo linokukusebenzela.
QAPHELA: Imimiselo yelizwe kunye neyomthetho ishintsha rhoqo, kwaye ulwazi olungentla lungabonakali utshintsho olutshanje. Nceda uqhagamshelane nommeli weengcebiso eziphezulu kakhulu. Ingcaciso equlethwe kule nqaku ayijoliswanga njengeengcebiso zomthetho, kwaye ayifaki indawo yeengcebiso zomthetho.
Eyaziwa ngokuba yi- Inter Vivos Irrevocable Trust, i-Irrevocable Living Trust