Definitions tagged as

Estate Planning

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  1. Laughing Heir

  2. Ultimogeniture

  3. Crummey Trust

  4. Gift Letter

  5. Beneficial Interest

  6. Dynasty Trust

  7. Asset Protection Trust

  8. Stretch IRA

  9. Qualified Personal Residence Trust – QPRT

  10. Generation-Skipping Transfer Tax - GSTT

  11. Resolution Trust Corporation - RTC

  12. IRA Asset Will

  13. A-B Trust

  14. Bare Trust

  15. Gift In Trust

  16. Active Trust

  17. Trust Property

  18. Acceptance Of Office By Trustee

  19. Marital Trust

  20. Special Needs Trust

  21. Grant Deed

  22. Legatee

  23. Alimony Trust

  24. Uniform Transfer Tax

  25. Executrix

  26. With Benefit Of Survivorship

  27. Reverse Morris Trust

  28. Alimony Substitution Trust

  29. Fiduciary Fraud

  30. Probate Court

  31. Taxpayer

  32. Last Will And Testament

  33. Living Trust

  34. Gift Tax Return

  35. Donee Beneficiary

  36. Form 706-NA: United States Estate (And Generation-Skipping Transfer) Tax Return

  37. Form 706: United States Estate (And Generation-Skipping Transfer) Tax Return

  38. Charitable Gift Life Insurance

  39. Widow's Allowance

  40. IRS Publication 536 - Net Operating Losses For Individuals, Estates, And Trusts

  41. Wealth Tax

  42. Charitable Gift Annuity

  43. Waiver Of Notice

  44. Voluntary Trust

  45. Personal Financial Advisor

  46. Trust Fund

  47. Financial Advisor

  48. Beneficiary Clause

  49. Beneficiary Of Trust

  50. Declaration Of Trust

  51. Inchoate Interest

  52. Decedent

  53. Life Estate

  54. Grantor Trust Rules

  55. Adjusted Gross Estate

  56. Bypass Trust

  57. Annual Exclusion

  58. Federal Tax Lien

  59. Irrevocable Income-Only Trust - IIOT

  60. Gifted Stock

  61. Inherited Stock

  62. 5 By 5 Power In Trust

  63. Clifford Trust

  64. Codicil

  65. Personal Trust

  66. Notice To Creditors

  67. Mutual Will

  68. Naked Trust

  69. Final Return For Decedent

  70. Next Of Kin

  71. Chartered Trust And Estate Planner

  72. National Association Of Estate Planners And Councils - NAEPC

  73. Absolute Beneficiary

  74. Discretionary Beneficiary

  75. Named Beneficiary

  76. Alternate Beneficiary

  77. Cy Pres Doctrine

  78. Designated Beneficiary

  79. Secondary Beneficiary

  80. Immediate Beneficiary

  81. Death Taxes

  82. Gift Inter Vivos

  83. Holographic Will

  84. Testamentary Will

  85. Decedent (IRD) Deduction

  86. Notary

  87. Alaska Trust Act

  88. Gift Causa Mortis

  89. Employee Trust

  90. Account In Trust

  91. Land Trust

  92. Oral Will

  93. Abeyance

  94. Bankruptcy Trustee

  95. Beneficiary

  96. Bequest

  97. Blind Trust

  98. Board Certified In Estate Planning - BCE

  99. Carryover Basis

  100. Certified Financial Planner - CFP

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