Wills, Trusts, & Estate Planning

Estate Planning Estate Tax IRS Trusts Beneficiaries Gift Tax Income Taxes Trustees Wills Gift-Tax Exemption Generation-Skipping Transfer Family Businesses Fiduciary Duty Power of Attorney IRA Probate Same-Sex Marriage SCOTUS American Taxpayer Relief Act Tax Planning Life Insurance Executors Internal Revenue Code (IRC) Retirement Plan Appeals Transfer Taxes U.S. Treasury DOMA Divorce Surviving Spouse Portability Transfer of Assets Capital Gains Digital Assets Fiscal Cliff Succession Planning US v Windsor Charitable Donations Tax Reform Tax Exemptions Year-End Tax Planning Estate-Tax Exemption Irrevocable Trusts Tax Rates Tax Returns Year-End Planning Tax Deductions Business Valuations Popular Limited Liability Company (LLC) Revocable Trusts Closely Held Businesses Grantor Trusts Inheritance Proposed Regulation Beneficiary Designations Marriage Partnerships Employee Benefits Grantor Retained Annuity Trust Valuation Breach of Duty New Legislation Special Needs Trust Family Limited Partnerships Trump Administration GST Spouses Interest Rates Intra-Family Loans Business Succession Decedent Protection IRC Section 2704 Tax Court Real Estate Transfers Equal Protection Gifts Creditors ERISA Property Tax Tax Liability Alternative Minimum Tax Due Process State Taxes Durable Power of Attorney Inheritance Tax Retirement Statute of Limitations Healthcare Heirs Standing Charitable Remainder Trust Corporate Taxes Reporting Requirements Affordable Care Act Audits Domestic Partnership Elder Issues Death Tax Living Will Charitable Deductions GRATs Guardians QTIP Trusts Annuities Consumer Bankruptcy Estate Claims Exemptions Unclaimed Property Uniform Trust Code Advance Directives Canada Marital Assets Pensions Prince Social Media Wealth Management 401k Attorney's Fees Net Investment Income Barack Obama Business Taxes Charitable Lead Annuity Trust Death Benefits Dividends Intentionally Defective Grantor Trusts Living Trust Long-Term Care Medicaid Repeal S-Corporation SEC UK Undue Influence Claims Charitable Trusts Disability 3.8% Medicare Tax Fair Market Value FBAR Passwords Personal Property Real Estate Investments Split-Interest Charitable Trusts Summary Judgment Transfer of Interest Bush-Era Tax Cuts Civil Unions Inflation Adjustments Insurance Industry IRA Rollovers Attorney-Client Privilege Clark v. Rameker Discrimination Financial Planning HIPAA Intestate Succession Payroll Taxes Penalties Stocks Adjusted Gross Income Arbitration Asset Protection Dynasty Trust Federal Budget Florida Health Insurance Jurisdiction Medicare Minors Spendthrift Trusts Buy-Sell Agreements EU FATCA Fraud Legislative Agendas Medicare Taxes Nursing Homes Offshore Funds Primary Residence Proposed Legislation REIT Reversal Tax Benefits Testamentary Capacity 529 Plans Benefit Plan Sponsors C-Corporation Deceased Domicile Elder Abuse Filing Deadlines Pending Legislation Personal Representatives Prenuptial Agreements Proposition 8 Protecting Americans from Tax Hikes (PATH) Act Surface Transportation and Veterans Health Care Choice Improvement Act AFR Banks Conservators Constructive Trusts Family Trusts Filing Requirements Hollingsworth v Perry Inter Vivos Trust Music Industry No Contest Clause Nongrantor Trusts Private Letter Rulings Qualified Retirement Plans Required Minimum Distributions Small Business Special Needs Children Step-Up Basis Tax Liens VA Supreme Court Charitable Organizations Community Property Copyright Disclosure Requirements Evidence Green Book Investment Management Itemized Deductions Obergefell v. Hodges Personal Liability Property Owners Qualified Charitable Distributions Settlement Sexual Orientation Discrimination Special Needs Adults Tax Credits Tax Extensions Tax Relief Act of 2010 UFADAA Asset Transfer Asset Valuations Comment Period Compliance Department of Revenue Exclusions Expatriates Financial Institutions Foreclosure Homestead Exemption Inter Vivos Gifts Life Estates Loans Private Foundations Roth Conversions Split Dollar Tortious Interference ABLE Act Asset Management Bank Accounts Bankruptcy Code Business Ownership Celebrities Conflicts of Interest Deeds Elder Care Foreign Investment Investment Adviser Investment Funds Irrevocable Life Insurance Trusts Joint Tax Returns Mortgages Motion to Dismiss Qualified Personal Residence Trust Residency Status Right of Publicity Royalties Self-Canceling Installment Note Shareholders Social Security Benefits State Budgets Tax Basis Testamentary Trust Testators Trust Funds Webinars Alimony Appraisal Arbitration Agreements Art CFPB Chapter 7 Citizenship Commercial Bankruptcy Crowdfunding Debtors Decanting Escheat Facebook Family Limited Liability Companies Foreign Corporations Gift-Tax Return Grantors High Net-Worth International Tax Issues Negligence Non-Profits Notice Requirements Safe Harbors Sales & Use Tax Settlors Social Security Spousal Access Trust Tax Code Tax Refunds Trust Administration Wrongful Death Attorney Malpractice Bank of America Breach of Contract Business Entities Charitable Rollover Consumer Price Index Continuing Legal Education Corporate Counsel Credit Shelter Trusts Discretionary Trust Dodd-Frank Email Family Investment LLC FDIC Federal Taxes Final Rules FinCEN Hedge Funds Hospitals Inherited IRA Intent Joint Accounts Joint Tenancy with Right of Survivorship Legal Guardian Liens Limited Liability Partnerships Liquidation Long Term Care Facilities Mutual Funds Non-Resident Aliens OVDP Pass-Through Entities Personal Exemptions Property Ownership Prudent Investor Rule Residential Property Owners Securities Settlement Agreements Social Networks Social Security Administration (SSA) Vacation Homes Abuse of Discretion Amended Legislation Australia Board of Directors Bypass Trusts Captive Insurance Company Carried Interest Child Support Conservation Easements Contract Terms Custodians Debt Deceased Spousal Unused Exclusion Declaratory Judgments Deductions Disabled Children Dismissals Diversity Jurisdiction DOL Employer Liability Issues End-of-Life-Care Enforcement Federal Reserve Fees Fourteenth Amendment Fraudulent Conveyance Health Care Providers Health Savings Accounts Identity Theft Investors Mortgage Interest Name and Likeness Oil & Gas Oral Contracts Orphan's Courts Paying For College Pets Physicians Preemption Probate Code Reinsurance Revocation RMBS Social Media Account Ownership Spousal Elective Share Startups Survivorship Tax Deferral Tax Shelters Trust Amendments Trust Assets Trust Income Tuition Adopted Children Adult Children Banking Sector Bonds COBRA Confidential Information Conversion Corporate Governance Damages Data Protection Debt Collection Deferred Compensation Discovery Distribution Rules Due Diligence Electronic Communications Electronically Stored Information Eligibility Executive Orders Farms FICA Taxes Financial Adviser FIRPTA Foreign Bank Accounts Foreign Nationals Good Faith Google Internet Investment JOBS Act Jointly-Owned Property K-1 Land Titles Legal History Lenders Mandatory Arbitration Clauses Marital Estate Medical Records Mental Illness Mergers Michael Jackson Modified Adjusted Gross Income Motion to Compel New Regulations Pooled Investment Vehicles Power of Appointment Private Equity Production Tax Credit Professional Liability Punitive Damages Qualified Benefit Plans Receivership Reformation Removal Required Forms Rule Against Perpetuities Sale of Assets Savings Accounts Separation SLAT Stepchildren Supplemental Security Income (SSI) Tax Appeals Tax Litigation Tax-Free Transfers Tenancy-in-Common Terms of Service Third-Party Time Extensions Transcripts Trust Protector Actions TX Supreme Court Unified Credit Portability Uniform Law Commission Will Contest Accredited Investors Advanced Care Directives Advertising Affidavits Alter Ego Americold Realty Trust v Conagra Foods Article III Burden of Proof Business Assets Business Formation Business Plans CERCLA Choice of Entity Codicil Commercial Loans Competency Requirements Constitutional Challenges Contract Drafting Controlling Stockholders Court-Appointed Receivers CT Supreme Court Cybersecurity Data Breach Default Defined Benefit Plans Defined Value Gifts Delaware Statutory Trust Act Dependents Depreciation Designated Agent Diminished Capacity Disability Benefits Disinherit Environmental Liability Exploitation Federal Arbitration Act Financial Services Industry Financing Fine Art FL Supreme Court FMLA Foreign Financial Assets Foreign Trusts FTC Funerals Harvesting Losses Immunity Insurance Litigation Intangible Property Intellectual Property Protection Laches Legal Fees Limited Partnerships Marriage Equality Medical Directives Medical Expenses Modification Music Non-Signatories Obama Administration Panama Papers Pease Limitation Pension Funds Pet Trusts Petition for Partition Privacy Concerns Property Valuation Public Charities Public Comment Real Estate Market Realty Transfer Taxes Remedies Revenue Roth IRA Rules of Civil Procedure Sales Tax Sanctions Service of Process Special Needs Trust Fairness Act Standard Deduction Survivor Benefits Tax Assessment Tax Penalties Tax Revenues Threshold Requirements Transfer of Title Transfer on Death Deed (TOD) Transfers Trust Accounting US Bank Wells Fargo Writ of Mandamus Accountants Adoption Advance Health Care Directive Agents Alzheimer's American Bar Association (ABA) Anonymity Anti-Discrimination Policies Apportionment Asset Diversification Assignments Bad Faith Bank Secrecy Act Bankruptcy Court Bernie Madoff Bitcoin Business Court Division CFTC Child Tax Credit Class Action Clawbacks Client Services CMS Co-Ownership Colleges Commerce Clause Commercial Leases Common Law Claims Common Law Marriage Conflicts of Laws Contested Proceedings Controlled Foreign Corporations Copyright Infringement Cottage Properties CPAs Deadlines Deed of Trust Deferred Private Annuities Deficiency Notices Delaware Limited Liability Company Act Derivative Suit Digital Currency Disclaimers Discounts Dispute Resolution Dissolution Division of Assets Document Requests Documentation DOJ Domestic Asset Protection Trust (DAPT) Donor-Advised Funds (DAFs) Double Taxation DSUEA Easements EB-5 Electronic Records Energy Sector Enforcement Actions Engagement Letters Entrepreneurs Estoppel Exempt Organizations Family Offices Family Pension Plan Federal v State Law Application Fideicomisos Financial Abuse Financial Statements Firearms Flexible Spending Accounts France GA Supreme Court Garnishment General Assembly Green Cards HHS Highway Trust Fund Hillary Clinton Homeowners Association (HOA) Income Tax Act Indian Tribal Trusts Insolvency Installment Agreements Intentional Infliction of Emotional Distress Interest Payments Internet Service Providers (ISPs) Intervenors Joinder Joint Ownership Joint Tenancy Legal Entities Legislative Committees Medical Malpractice Military Service Members Misappropriation Mobile Apps Motion To Stay Municipal Bonds Museums NBA NCUA New Guidance Non-Resident Income Taxes Offshore Banks Passive Activity Patents Pension Protection Act of 2006 Personal Data Personal Jurisdiction PHI Plan Administrators Political Candidates Pour-over Will Powers of Withdrawal Prescription Drugs Presidential Elections Private Placement Variable Deferred Annuities Private Trust Companies Public Hearing Public Policy Reassessments Recordkeeping Requirements Refinancing Registration Registration Requirement Regulatory Reform Reimbursements Release Agreements Religious Institutions Repatriation Res Judicata Resident Non-Domiciled (RND) Revenue Procedures Risk Management Section 1031 Section 1031 Exchange Self-Employment Tax Selling a Business Separate Property Sexual Abuse Shareholders' Agreements Social Security Act Spousal Support State and Local Government Statute of Repose Strategic Planning Structured Financial Products Students Subject Matter Jurisdiction Subpoenas Successors Summary Plan Description Surrogate's Court Swaps Tangible Property Tax Advice Tax Evasion Tax Extenders Tax Haven Tax Increases Tax Preparers Tax-Free Exchanges Taxable Income Taxation Tenants The Copyright Act Third-Party Liability Tibble v Edison Int Transparency Trust Distributions Twitter Unjust Enrichment UTMA Venture Capital Voluntary Disclosure WA Supreme Court Waivers Warranty Deed Will Caveats Withholding Tax Witnesses Accounting Action to Quiet Title ADA Administrative Appeals Administrative Procedure Act Age Discrimination Agricultural Land AHCD Aircraft ALJ Annulment Anti-Avoidance Anti-SLAPP Appellate Review Article 9 Artists Assisted Living Facility Attorney-in-Fact Auto Insurance Beneficial Owner Bipartisan Budget Breach of Trust Broker-Dealer Budget Control Act of 2011 Bureau of Indian Affairs Business Income Business Litigation Buyers Bylaws CA Supreme Court Caregivers Carry Forward Carry-Over Basis Carryover Basis Change of Ownership Chapter 11 Checking Accounts China Choice-of-Law Civil Liability Clear and Convincing Evidence Closing Documents Closing Protection Letters Co-Trustees Cohabitation Collateral Estoppel Commercial Real Estate Contracts Commercial Real Estate Market Computer Fraud and Abuse Act (CFAA) Conduit Trust Contaminated Properties Contamination Contempt Contractors Countrywide CRA Credit Credit Unions Criminal Prosecution Cross-Border Crummey Trusts Customs Death Certificates Death Master Files Debt Ceiling Declaration Defalcation Exception Defamation Default Judgment Deferred Interest Products Deficit Reduction Defined Contribution Plans Delaware General Corporation Law Dementia Denial of Benefits Depositions Disability Discrimination Disclosure Disgorgement Donald Sterling Donors Driver's License Suspensions Dual Citizenship Duty of Care Duty of Prudence Duty to Defend Duty to Disclose Earned Income Credit EBSA Educational Assistance Programs EIN Eminent Domain Employer Group Health Plans Employment Contract Environmental Claims Environmental Policies EPA EPCRS Equitable Distribution Equity Investors Escrow Holders ESOP Ethics Excessive Fees Excise Tax Exculpatory Clauses Exempt Assets Expert Testimony Export Services Act Family Courts Farm Bill FDA Federal Aviation Administration (FAA) FFI Fifth Amendment Final Guidance Final Judgment Financial Aid Financial Instruments Financial Power of Attorney FINRA Foreign Asset Protection Trusts (FAPT) Foreign Banks Forfeiture Form 990 Forms Fracking Franchise Taxes Franchises Fraudulent Inducement Fraudulent Transfers General Elections General Solicitation Germany Governor Christie Governor Hogan Governor LePage Gramm-Leach-Blilely Act Gun Laws Hague Convention Healthcare Reform Healthcare Surrogates Hearsay HIRE Act Hiring & Firing HMRC Homeowners HSA Hurricane Sandy IC-DISC Impact Fees Independent Contractors Individual Investors Act Injunctions Insureds Interference Claims Intergovernmental Agreements Interlocutory Orders Interpleaders Inventory Investment Portfolios Investment Property Investment Tax Credits IP License Italy Joint Venture JPMorgan Chase Judgment Debtors Jury Trial Jury Verdicts Law Firm Ownership Leases Legal Costs Legal Perspectives Legal Representatives Legislative Amendments Lending Liability Insurance License Agreements Lifetime Limits Litigation Fees & Costs Local Ordinance Long-Term Investment Funds Look-Back Measurement Period Lottery Lump Sum Payments Luxembourg MA Supreme Judicial Court Manufacturers Marital Status Marital Trusts Marriage Licenses Mediation Medical Devices Medical Liability Mineral Leases Minimum Wage Minor Children Minority Shareholders Misrepresentation MLD4 Mobile Devices Money Market Funds Money Orders Moneygram Mortgage Insurance Mortgage Insurance Deduction Mossack Fonseca Motion To Strike Motions to Quash Multistate Tax Compact NAIC Net Operating Losses New Trial NFFE NFL No-Action Letters Non-Grantor Trusts Non-Immigrant Visas Non-Judicial Settlement Agreements Non-Residents Noncharitable Purpose Trusts Nonjudicial Settlement Agreements OCC OFAC Online Platforms Original Jurisdiction Overpayment PA Supreme Court Palimony Passive Losses Patient Privacy Rights Person with Significant Control (PSC Register) Petition for Writ of Certiorari Philanthropy Phishing Scams Photographs Pipelines Plain Meaning Political Campaigns Political Parties Ponzi Scheme Pooled Trusts Prejudgment Interest