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Definitions tagged as

Estate Planning

  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 Abuse

  64. Fiduciary Fraud

  65. Fiduciary Negligence

  66. Final Return For Decedent

  67. Financial Adviser

  68. Financial Advisor

  69. Financial Planner

  70. Five-Year Rule

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

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

  73. Generation-Skipping Transfer Tax - GSTT

  74. Generation-Skipping Trust

  75. Gift

  76. Gift Causa Mortis

  77. Gift In Trust

  78. Gift Inter Vivos

  79. Gift Letter

  80. Gift Splitting

  81. Gift Tax

  82. Gift Tax Return

  83. Gifted Stock

  84. Gifting Phase

  85. Grant Deed

  86. Grantor Retained Annuity Trust - GRAT

  87. Grantor Trust Rules

  88. Gross Estate

  89. Heir

  90. Holographic Will

  91. Immediate Beneficiary

  92. Incentive Trust

  93. Inchoate Interest

  94. Incidents Of Ownership

  95. Income In Respect Of A Decedent - IRD

  96. Inheritance

  97. Inheritance Tax

  98. Inherited IRA

  99. Inherited Stock

  100. Insurance Trust

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