Definitions tagged as

Estate Planning

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  1. 5 By 5 Power In Trust

  2. A-B Trust

  3. Abeyance

  4. Absolute Beneficiary

  5. Acceptance Of Office By Trustee

  6. Account In Trust

  7. Active Trust

  8. Adjusted Gross Estate

  9. Alaska Trust Act

  10. Alimony Substitution Trust

  11. Alimony Trust

  12. Alternate Beneficiary

  13. Annual Exclusion

  14. Asset Protection Trust

  15. Bankruptcy Trustee

  16. Bare Trust

  17. Beneficial Interest

  18. Beneficiary

  19. Beneficiary Clause

  20. Beneficiary Of Trust

  21. Bequest

  22. Blind Trust

  23. Board Certified In Estate Planning - BCE

  24. Bypass Trust

  25. Carryover Basis

  26. Certified Financial Planner - CFP

  27. Charitable Gift Annuity

  28. Charitable Gift Life Insurance

  29. Charitable Lead Trust

  30. Charitable Remainder Trust

  31. Chartered Trust And Estate Planner

  32. Clifford Trust

  33. Codicil

  34. Contingent Beneficiary

  35. Credit Shelter Trust - CST

  36. Crummey Power

  37. Crummey Trust

  38. Cy Pres Doctrine

  39. Death Benefit

  40. Death Taxes

  41. Decedent

  42. Decedent (IRD) Deduction

  43. Declaration Of Trust

  44. Designated Beneficiary

  45. Disclaimer Trust

  46. Discretionary Beneficiary

  47. Distribution In Kind

  48. Donee Beneficiary

  49. Dynasty Trust

  50. Employee Trust

  51. Escheat

  52. Estate

  53. Estate Freeze

  54. Estate Planning

  55. Estate Tax

  56. Executor

  57. Executrix

  58. Exemption Trust

  59. Exordium Clause

  60. Family Limited Partnership - FLP

  61. Federal Tax Lien

  62. Fiduciary

  63. Fiduciary Negligence

  64. Final Return For Decedent

  65. Financial Advisor

  66. Financial Planner

  67. Five-Year Rule

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

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

  70. Generation-Skipping Transfer Tax - GSTT

  71. Generation-Skipping Trust

  72. Gift

  73. Gift Causa Mortis

  74. Gifted Stock

  75. Gifting Phase

  76. Gift Inter Vivos

  77. Gift In Trust

  78. Gift Letter

  79. Gift Splitting

  80. Gift Tax

  81. Gift Tax Return

  82. Grant Deed

  83. Grantor Retained Annuity Trust - GRAT

  84. Grantor Trust Rules

  85. Gross Estate

  86. Heir

  87. Holographic Will

  88. Immediate Beneficiary

  89. Incentive Trust

  90. Inchoate Interest

  91. Incidents Of Ownership

  92. Income In Respect Of A Decedent - IRD

  93. Inheritance

  94. Inheritance Tax

  95. Inherited IRA

  96. Inherited Stock

  97. Insurance Trust

  98. Intentionally Defective Grantor Trust - IDGT

  99. Inter-Vivos Trust

  100. Intestacy

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