SURVIVORS TRUST - ASK미국 - 미주중앙일보

s**rnoffsan16**** 님 답변 답변일 8/8/2022 3:04:16 PM

"Only the estates of the wealthiest 0.2 percent of Americans -
roughly 2 out of every 1,000 people who die - owe any estate tax. . . "

미국에서 가장 부유한 0.2%의 유산(사망자 1,000명 중 약 2명)만이
estate tax를 낸다고 하는데요 . . .

http://dc.koreatimes.com/article/20220804/1427063
‘SST’ 은퇴 예비금 준비와 상속세 전략 동시에

위 기사 (정보)는 보통 서민들이 많은 관심을 가지고 읽을 만한 정보로 보여지지는 않네요.

s**rnoffsan16**** 님 답변 답변일 8/8/2022 3:06:45 PM

" '상속세 전략' 에 따른 고가의? life insurance policy 의 구매로
Survivorship Standby Trust(SST)를 설정하여 . . .

At the time the insurance is purchased,
a trust (i.e., the Standby Trust) is also established . . .
and is named the contingent owner and primary beneficiary. "

initial owner of the life insurance policy 의 사망의경우
the life insurance policy can be transferred to the Standby Trust
in an attempt to minimize future estate tax consequences . . .
생명보험은 대기신탁 Standby Trust 으로 이전 가능하여
상속세를 최소화 시킬 수 있으며 . . . "

'Survivor Standby Trust'를 구글하여 . . .

http://documentsonadisk.com/6/survivorship-standby-trust.html

https://www.pnc.com/insights/wealth-management/transferring-family-wealth
/lifetime-gifts-is-the-window-of-opportunity-closing.html

https://www.irs.gov/businesses/small-businesses-self-employed/whats-new-estate-and-gift-tax
(lifetime 연방 증여 Gift 및 상속세 Estate Tax 면제)

s**rnoffsan16**** 님 답변 답변일 8/8/2022 3:18:25 PM

"PLANNING TIP:
Survivorship standby trusts are designed to permit a couple
to retain control of a life insurance policy
generally until the death of an owner or spouse
when the policy is gifted to an irrevocable trust. "

DISADVANTAGES OF A REVOCABLE SURVIVORSHIP STANDBY TRUST :
. . .
단점들도 있고 . . .

재정 전문가들의 고견을 기다려 보죠. ^ ^

Loading.
Please wait.

분야별 상담글

공지사항

멤버쉽

Q. SURVIVORS TRUST

은퇴 예비금 준비와 상속세 전략 동시에

첫번째 전문가 답변을 남겨주세요!

회원 답변글

법률 분야 질문 더보기 +