The Trust Playbook: From Title Transfer to Tax Freeze - The Advanced Trust Manual

Author:   Adrian Shapiro
Publisher:   Independently Published
Volume:   2
ISBN:  

9798199077828


Pages:   248
Publication Date:   28 May 2026
Format:   Paperback
Availability:   Available To Order   Availability explained
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The Trust Playbook: From Title Transfer to Tax Freeze - The Advanced Trust Manual


Overview

A trust on paper protects nothing. Most trust books spend three hundred pages explaining what a trust is - and almost none teaching you to put something inside it. The result is a filing cabinet full of trusts that own nothing, control nothing, and shield nothing. The grantor dies, the family goes through probate anyway, and the trust sits in the drawer doing exactly what an empty box does. This book is different. It is an operating manual - the one that teaches you to move real assets into trusts and run them correctly, including the advanced structures most consumer trust books leave out entirely. The arc runs from title transfer to tax freeze: from the first recorded deed on your home to the structures the wealthy use quietly to lock the value of an estate before it is taxed. Across sixteen detailed chapters, you'll learn: How to move your home into a trust without triggering the due-on-sale clause - and the QPRT that passes it to heirs at a discount Gun trusts done correctly under NFA and ATF 41F rules - and how to fund pets, vehicles, and personal property so the transfer actually holds The ILIT that keeps a life insurance death benefit out of the taxable estate - and the honest line between cash value you can borrow against and a death benefit you cannot The trust bank account under its own EIN - what it really does for reporting, and what it does not GRATs, IDGTs, and SLATs - the tax-freeze structures that move appreciation to heirs lawfully Dynasty trusts in perpetuities-repeal states, and how to choose your trust's home state Serious asset protection - domestic and fully reported offshore trusts, spendthrift provisions, decanting, and trust protectors How trusts and LLCs layer rather than compete - and the buy-sell agreements that keep a business alive What a trustee actually owes, and the personal liability of getting it wrong The assets that should never go into a trust - and why the wrong move triggers immediate tax Every method is built to work as described when you actually do it. Where a structure has a hard line between legitimate and abusive, this book names the line - so you know exactly where it sits and never cross it by accident. The law that builds a tax-freeze trust for a billionaire is the same law printed in these pages, and it does not check the size of the estate before it applies. Stop holding an empty box. Start funding a trust that works.

Full Product Details

Author:   Adrian Shapiro
Publisher:   Independently Published
Imprint:   Independently Published
Volume:   2
Dimensions:   Width: 15.20cm , Height: 1.30cm , Length: 22.90cm
Weight:   0.336kg
ISBN:  

9798199077828


Pages:   248
Publication Date:   28 May 2026
Audience:   General/trade ,  General
Format:   Paperback
Publisher's Status:   Active
Availability:   Available To Order   Availability explained
We have confirmation that this item is in stock with the supplier. It will be ordered in for you and dispatched immediately.

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