Wills, Trusts, & Estate Planning

Estate Planning Estate Tax Gift-Tax Exemption Income Taxes Trusts IRS Generation-Skipping Transfer American Taxpayer Relief Act Beneficiaries Fiscal Cliff Trustees Same-Sex Marriage SCOTUS Gift Tax DOMA IRA US v Windsor Year-End Planning Year-End Tax Planning Retirement Plan Portability Wills Life Insurance Charitable Donations Grantor Retained Annuity Trust Capital Gains Fiduciary Duty Surviving Spouse Employee Benefits Marriage Probate Tax Exemptions Divorce Equal Protection Tax Planning ERISA Alternative Minimum Tax Grantor Trusts Healthcare Pensions Power of Attorney Tax Rates Bush-Era Tax Cuts Digital Assets Dividends Consumer Bankruptcy Due Process Executors Retirement 3.8% Medicare Tax Affordable Care Act Property Tax Discrimination Exemptions Irrevocable Trusts Payroll Taxes Standing Succession Planning Transfer Taxes Inheritance New Legislation Revocable Trusts Tax Deductions Tax Reform 401k Canada Medicare Medicare Taxes Net Investment Income Tax Benefits Barack Obama Civil Unions Domestic Partnership Family Businesses Hollingsworth v Perry Proposition 8 State Taxes Tax Relief Act of 2010 Clark v. Rameker Creditors Sexual Orientation Discrimination Adjusted Gross Income Benefit Plan Sponsors Charitable Trusts LLC Roth Conversions SEC Annuities Death Benefits Durable Power of Attorney Guardians Intentionally Defective Grantor Trusts Marital Assets Offshore Funds Tax Extensions U.S. Treasury Beneficiary Designations Business Taxes FATCA Investors Living Will Minors Nursing Homes S-Corporation Advance Directives Asset Protection Charitable Lead Annuity Trust Charitable Remainder Trust Estate-Tax Exemption Health Insurance Homestead Exemption IRA Rollovers Medicaid Penalties Qualified Personal Residence Trust Real Estate Investments Real Estate Transfers Special Needs Trust Appeals Audits Chapter 7 Debtors Disclosure Requirements Family Members Federal Budget Heirs Intra-Family Loans Limited Liability Companies Long-Term Care Nongrantor Trusts OVDP Popular Private Trust Companies QTIP Trusts Qualified Retirement Plans Sales & Use Tax Social Media Spousal Access Trust Unclaimed Property Attorney-Client Privilege COBRA Compliance EU Family Investment LLC FBAR Federal Taxes HIPAA Inflation Adjustments Inheritance Tax Inter Vivos Gifts Intestate Succession IRC Land Titles Passwords Proposed Legislation Qualified Charitable Distributions Reporting Requirements Settlement Statute of Limitations Tax Liability Tax Returns AFR Arbitration Attorney's Fees BVI Business Companies Crowdfunding Dynasty Trust Exclusions FICA Taxes Fiduciary Liability Gift-Tax Return Inter Vivos Trust Pease Limitation Prenuptial Agreements Real Estate Market Shareholders Split-Interest Charitable Trusts Valuation Wrongful Death Breach of Duty Buy-Sell Agreements C-Corporation Celebrities Corporate Governance Debt Disability Dodd-Frank DOL Elder Care Enforcement Family Limited Partnerships FMLA Fraud Internet Itemized Deductions JOBS Act Jurisdiction Living Trust Mutual Funds No Contest Clause Partnerships Passive Activity Pension Benefits Act Personal Exemptions Preemption Private Foundations Production Tax Credit Proposed Regulation Qualified Benefit Plans Required Minimum Distributions Residency Status Safe Harbors Self-Canceling Installment Note Social Media Account Ownership Spendthrift Trusts Testamentary Capacity UK Unified Credit Portability 529 Plans Alimony Anti-SLAPP Asset Valuations Bankruptcy Code Business Assets Business Formation Bypass Trusts Citizenship Community Property Conservators Copyright Corporate Taxes Credit Shelter Trusts Decanting Deferred Compensation Defined Benefit Plans Documentation Eligibility Email End-of-Life-Care Expatriates Financial Planning Foreign Investment Funerals GST Harvesting Losses High Net-Worth Indian Tribal Trusts Inheritanance Tax Insolvency Interest Rates International Tax Issues Intestacy Joint Accounts Joint Tax Returns Joint Tenancy Lenders Liability Limited Partnerships Loans Mortgages Orphan's Courts Personal Liability Private Equity REIT Sale of Assets Sanctions Separation Social Security Spousal Elective Share Stocks Survivorship Tax Court Tax Credits Tax Liens Trust Income Undue Influence Claims VISTAs Abuse of Discretion Accredited Investors Asset Management Bank Accounts Budget Control Act of 2011 CFPB Charitable Organizations Charitable Rollover Choice of Entity Closely Held Businesses CMS Conversion Data Protection Decedent Protection Deductions Defalcation Exception Department of Revenue Disclaimers Discretionary Trust Due Diligence Elder Abuse Elder Issues Employer Liability Issues Energy EPCRS Equitable Adoption Escheat Estate Claims Exempt Assets Family Pension Plan Family Trusts Farm Bill FDIC Fideicomisos Firearms Firemen Foreign Corporations Foreign Jurisdictions Fraudulent Conveyance Health Savings Accounts Healthcare Professionals Hedge Funds HHS Hospitals HSA HUD Identity Theft Indalex Insurers Investment Adviser Investment Management Irrevocable Life Insurance Trusts Liens Mental Illness Mobile Apps Modified Adjusted Gross Income Motion To Strike Non-Profits Non-Resident Aliens Notice Requirements Oil & Gas Passive Losses Physicians Power of Appointment Prescription Drugs Primary Residence Property Owners Property Ownership Qualified Small Business Stock Receivership Restructuring Section 1031 Settlors SLAT Small Business Social Security Benefits Startups State Budgets Statutory Deemed Trusts Swaps Tax Evasion Tenancy-in-Common Transfer of Assets Transfer of Title Trust Funds Tuition Uniform Trust Code 403(b) Plans Adoption Adult Children AHCD Alter Ego Amazon Annual Exclusion Appraisal Arbitration Agreements Art Article 9 Asbestos Asbestos Litigation Athletes Bank Secrecy Act Bitcoins Board of Directors Bonds Bureau of Indian Affairs Business Development Business Ownership Captive Insurance Company CCAA CERCLA CFTC Chapter 11 Chapter 13 Charitable Deductions Child Custody Class Action Clawbacks Codicil Commercial Bankruptcy Common Law Marriage Confidential Information Conflicts of Laws Conservation Easements Constructive Trusts Contempt Copyright Infringement Cottage Properties Cross-Border Cybersecurity Death Master Files Debt Ceiling Debtors-in-Possession Deceased Spousal Unused Exclusion Declaratory Judgments Deed of Trust Deeds Deficit Reduction Denial of Benefits Dischargeable Debts Disgorgement Domain Names Domestic Asset Protection Statute Domestic Partnership Agreements Domicile DSUEA Duty of Care Dynasty Annuities EBSA Educational Assistance Programs EHR EIN Electronically Stored Information Environmental Liability ESOP Evidence Exempt Organizations Export Services Act Facebook Fair Market Value Family Offices Farms Fees FEGLIA FFI Final Guidance Final Rules Financial Adviser Financial Statements FINRA FIRPTA Flexible Spending Accounts Foreclosure Foreign Nationals Forms Fracking Fraudulent Inducement Garnishment General Solicitation Good Faith Green Book Gun Laws HIRE Act HOA Homicide Hong Kong Hurricane Sandy IC-DISC Individual Investors Act ING Trusts Inherited IRA Insureds Intergovernmental Agreements Jointly-Owned Property Legal Costs Legal History Legal Perspectives Legal Representatives License Agreements Life Estates Local Ordinance Mandatory Arbitration Clauses Marital Estate Marriage Licenses Mediation Medical Devices Medical Liability Misappropriation Mitt Romney Mortgage Insurance Deduction Multi-Generational Estate Plan Murder New Regulations NFFE Non-Exempt Assets Non-Resident Income Taxes Nonjudicial Settlement Agreements OFAC Offshore Banks Offshore Companies Overpayment Parenting Plans Pass-Through Entities Patents Paying For College Pending Legislation Pension Protection Act of 2006 PEP PHI Pipelines Plan Administrators Pooled Investment Vehicles Prior Will Privacy Concerns Private Letter Rulings Private Placement Variable Deferred Annuities Professional Liability Property Valuation Public Disclosure Registration Reimbursements Rent Repeal Revenue Reverse Mortgages Richard Cordray Right of Publicity Royalties Rule in Hastings-Bass Savings Plans Scams Section 7520 Rate Separate Accounts Separate Property Sequestration Shale Gas Signatures Smartphones SNF Social Media Policy Social Networks Stepchildren Stored Communications Act Structured Settlements Successor Interests Supply Chain Swap Dealers Tangible Property Tardive Dyskinesia Tax Assessment Tax Deferral Tax Increases Tax Refunds Tax Revenues Tax-Free Exchanges Tax-Free Transfers Tenants Terms of Service Testamentary Expectancy The Copyright Act Transfers Transparency Trials Tribal Lands Trust Accounting Trust Assets Trustee Sales Twitter UCC UFADAA Unemployment Compensation System User Names Variable Insurance Virtual Currency Void and Unenforceable Wages Waiting Periods Withdrawal Liability Withholding Tax Witness 340B 501(c)(3) Abandonment Ability-to-Repay Accounting Act 95 Actual or Constructive Knowledge Administrative Authority Administrative Hearings Adopted Children Advisory Contracts Affidavits Agents Aggregate Gross Assets Alternative Investment Funds Amended Legislation American Bar Association American Medical Association American Opportunity Tax Credit Annual Filings Anonymity Apple Architects Arrest Articles of Incorporation Artificial Reproduction Asset Transfer Assignment of Income Doctrine Assignments At-Will Employment Attorney Generals Attorney Malpractice Auto Insurance B&O Tax Bango Bank Holding Company Banks Barclays Bernie Madoff Biofuel Bodily Injury Boilerplate Language Bona Fide Purchaser Bribery Business Conduct Standards Business Plans Business Valuations Buyouts Bylaws Cafeteria Plans CalPERS capacit Carried Interest Carryover Basis Casey Kasem CFC CFOs Change of Ownership Charlie Sheen Checking Accounts Chief Compliance Officers Child Abuse Child Tax Credit China Choice-of-Law Civil Liability Civil Union Act CJEU Class Certification Cloud Computing Co-Op Coal Mines Cohabitation Agreements COLA Collective Bargaining Colleges Commercial Property Owners Commercial Tenants Commingling Commodity Pool Complex Litigation Computer Fraud and Abuse Act Confidentiality Conflicts of Interest Conservation Tax Credit Contaminated Properties Contamination Contract Drafting Contract Interpretation Contract Term Controlled Foreign Corporations Corporate Counsel Corporate Net Income Corporate Tax Rates Court-Appointed Receivers CPAs CPO CRA Creditor's Committee Cross Purchase Agreement Cross-Border Income Trusts Cross-Border Transactions Cybertheft D&O Insurance Data Breach Deadlines Debt Collection Declaratory Relief Deed-in-Lieu of Foreclosure Default Deferred Private Annuities Defined Contribution Plans Department of Financial Services Dependent Care Depository Institutions Derivative Suit Design Patent Digital Downloads Digital Media DING Trusts Disclosure Discounts Dispute Resolution Disqualification Distribution Rules Doctrine of Election DOJ Domicile of Succession Donald Sterling Double Taxation Drafting Attorney Dual Citizenship Dual Eligibility Duty to Defend Duty to Disclose Early Retirement Earn-Outs Earned Income Tax Easements EB-5 EBITDA Electronic Communications Electronic Devices Electronics Eligible Covered Company Embezzlement Emerging Growth Companies Eminent Domain Employee Definition Employee Rights Employee Stock Purchase Plans Employer Group Health Plans Employer Mandates Employment Contract Encryption Energy Exploration Energy-Efficiency Tax Credits Enforcement Actions Engineering Entrepreneurs Environmental Claims EPA Equitable Distribution Equitable Estoppel Equitable Relief Errors and Omissions Policy Escrow Accounts Escrow Holders Ethics Excess Proceeds Exclusion Planning Exclusionary Clauses Executive Compensation Exemptive Orders FACT Act Failure to Notify Failure to Object Fashion Design FATCA Timeline FBOs FDA Federal Arbitration Act Federal Employees Federal Patient Self-Determination Act Federal Reserve Fee Disclosure Filial Responsibility Laws Filing Deadlines Filing Requirements Film Tax Credits Financial Aid Financial Holding Company Financial Management Outsourcing Financing FinCEN First Amendment Five and Five Power Flip CRUT Florida FLSA Foreign Affiliates Foreign Bank Accounts Foreign Banks Foreign Tax Foreign Trusts Foreign Workers Forgery Form 1023 EZ Form 5500 Form 990 France Franchise Tax Board Franchise Taxes Franchises Free Speech Freedom of Religion Frivolous Lawsuits Frozen Cash Value Life Insurance FSA FSDC Funding Portal FUTA Future Tax Treatment GAAR Gift GINA Goodwill Google Google Glass Governmental Liability GPOs Gramm-Leach-Blilely Act Grantors Green Cards Grey Divorce Growth Capital Growth Equity Guidance Update Hackers Health and Education Exclusion Trusts Health Care Agent Health Insurance Tax Healthcare Proxy Healthcare Reform Herballife Hiring & Firing HITECH HMRC Hobby Lobby Hobby Loss Rules Holder in Due Course Holiday Gifts Home Equity Home Health Care Homeowners' Association Homosexuality Hospital Insurance Act HRSA Hugh Hefner Identity Fraud Immigrants Immigration Reform Immunity Impact Fees Income Tax Act Incorporation Indemnity Insurance Independent Boards Independent Contractors Individual Investor Acts Inspector General Installment Agreements Institutional Investment Intangible Property Intellectual Property Litigation Intent Intentional Torts Interest Income Interference Claims Internet Retailers Investment Investment Company Act of 1940 Investment Funds Investment Property Investment Tax Credits IOLTA iTunes Japan Jerry Buss Joinder JPMorgan Chase K-1 Laches Larceny Law Enforcement Legal Forms Legal Guardian Lending Letters of Intent Liability Insurance Lifetime Limits Lindsay Lohan Liquid Natural Gas Liquidation Litigation Strategies Long Term Care Facilities Longevity Annuity Look-Back Measurement Period Lost Participants Major Swap Participants Malicious Prosecution Manslaughter Marital Home Marital Status Materiality McCutchen v. U.S. Airways Medical Records Medicare Advantage Medicare Part C Mergers MetLife Mezzanine Lenders Military Service Members Mineral Extraction Mineral Rights Mining Misclassification MLD4 Mobile Devices MOLST Money Laundering Money Market Funds Mortgage Interest Mortgagee Motion Picture Industry MTA Payroll Tax Multi-Employer Pensions Multiemployer Plan Municipal Bonds Municipalities Museums Music Industry NASAA National Energy Board National Housing Policy Natural Resources Navajo Nation Neiman Marcus Net Gift New Amendments New Hires NFL NLRB No-Action Letters Nominee Directors Non-Control Investment Non-Signatories Nortel Nuisance Nurses Offerors Offshore Asset Protection Trusts Ohio Legacy Trust Act OIG Omitted Spouse One-Action Rule Online Gaming Oral Argument OSHA Out of Network Provider Out-of-State Companies Outsourcing Oversight Committee Ownership of Works Parol Evidence Patent Litigation Patient Privacy Rights Payment Plans PBGC Pension Rollback Plans Per Stirpes Perpetual Trusts Personal Finances Personal Jurisdiction Personal Property Personal Representatives Pet Trusts Petition for Partition PFIC Philip Seymour Hoffman Physician Payments Pipeline Abandonment Trusts Plan of Correction Pleadings Poison Pill Pooled Registration Pension Plans Portfolio Managers Power Plants Powers of Appointment Powers of Withdrawal Preliminary Injunctions Prepayment Review Private Company Shares Private Equity Funds Private Investment Funds Private Placement Insurance Private Placement Life Insurance Private Placements Private Property Rights Profit Sharing Property Damage Proposed Amendments Proposition 13 Prudential Standards Public Employees Public Employers Public Records Puerto Rico Punitive Damages Purchase Agreement Qualified Disclaimers Railways