Wills, Trusts, & Estate Planning

Estate Planning Estate Tax IRS Trusts Beneficiaries Gift Tax Income Taxes Gift-Tax Exemption Trustees Generation-Skipping Transfer Family Businesses Wills Fiduciary Duty SCOTUS IRA Same-Sex Marriage American Taxpayer Relief Act Probate Life Insurance Power of Attorney Tax Planning Internal Revenue Code (IRC) Retirement Plan Executors U.S. Treasury DOMA Fiscal Cliff Transfer Taxes Divorce Year-End Tax Planning Transfer of Assets Charitable Donations Digital Assets Succession Planning Surviving Spouse US v Windsor Capital Gains Portability Year-End Planning Tax Exemptions Appeals Tax Rates Business Valuations Closely Held Businesses Proposed Regulation Limited Liability Company (LLC) Irrevocable Trusts Grantor Retained Annuity Trust Popular Tax Deductions Tax Reform Marriage Revocable Trusts Partnerships Estate-Tax Exemption Grantor Trusts Tax Returns Valuation Employee Benefits Special Needs Trust Family Limited Partnerships Inheritance Spouses Business Succession Interest Rates New Legislation Beneficiary Designations GST Intra-Family Loans IRC Section 2704 Tax Court Real Estate Transfers Equal Protection Breach of Duty Healthcare ERISA Property Tax Trump Administration Due Process Gifts Retirement State Taxes Alternative Minimum Tax Creditors Statute of Limitations Tax Liability Affordable Care Act Charitable Remainder Trust Audits Decedent Protection Domestic Partnership Heirs Pensions Reporting Requirements Prince Charitable Deductions Consumer Bankruptcy Exemptions QTIP Trusts Standing Unclaimed Property 401k Annuities Corporate Taxes Inheritance Tax Medicaid GRATs Marital Assets Social Media Barack Obama Death Tax Elder Issues Guardians Intentionally Defective Grantor Trusts Living Will Net Investment Income SEC Charitable Lead Annuity Trust Charitable Trusts Dividends Durable Power of Attorney Long-Term Care S-Corporation Transfer of Interest 3.8% Medicare Tax Bush-Era Tax Cuts Minors Personal Property Real Estate Investments Advance Directives Asset Protection Canada Civil Unions Death Benefits Fair Market Value FATCA FBAR Inflation Adjustments Living Trust Passwords Attorney's Fees Business Taxes Clark v. Rameker Discrimination Estate Claims Federal Budget Financial Planning Health Insurance HIPAA IRA Rollovers Medicare Payroll Taxes Repeal Stocks UK Uniform Trust Code Intestate Succession Jurisdiction Offshore Funds Penalties Split-Interest Charitable Trusts Summary Judgment Wealth Management Adjusted Gross Income Insurance Industry Inter Vivos Gifts Medicare Taxes Proposed Legislation Protecting Americans from Tax Hikes (PATH) Act Tax Benefits Tax Relief Act of 2010 Testamentary Capacity Attorney-Client Privilege Banks Buy-Sell Agreements Conservators Disability Dynasty Trust Filing Deadlines Florida Nursing Homes Proposition 8 REIT Surface Transportation and Veterans Health Care Choice Improvement Act Benefit Plan Sponsors Disclosure Requirements EU Hollingsworth v Perry Nongrantor Trusts Primary Residence Property Owners Qualified Retirement Plans Settlement Small Business 529 Plans AFR Asset Valuations C-Corporation Charitable Organizations Community Property Copyright Domicile Elder Abuse Family Trusts Filing Requirements Green Book Inter Vivos Trust Investment Management Legislative Agendas Music Industry Pending Legislation Personal Liability Prenuptial Agreements Private Foundations Required Minimum Distributions Sexual Orientation Discrimination Special Needs Children Spendthrift Trusts Tax Credits Tax Extensions Undue Influence Claims Arbitration Commercial Bankruptcy Compliance Deceased Department of Revenue Evidence Exclusions Expatriates Financial Institutions Foreclosure Foreign Investment Fraud Homestead Exemption Obergefell v. Hodges Reversal Roth Conversions Social Security Benefits Special Needs Adults Split Dollar State Budgets Step-Up Basis Tax Basis Wrongful Death ABLE Act Asset Transfer Bankruptcy Code Celebrities Foreign Nationals Investment Adviser Irrevocable Life Insurance Trusts Joint Tax Returns Life Estates Loans Motion to Dismiss Personal Representatives Qualified Charitable Distributions Qualified Personal Residence Trust Residency Status Royalties Shareholders Tax Liens UFADAA VA Supreme Court Art Asset Management Business Ownership CFPB Chapter 7 Comment Period Crowdfunding Debtors Deeds Disabled Escheat Facebook Family Limited Liability Companies Federal Taxes Gift-Tax Return High Net-Worth Investment Funds Itemized Deductions Mortgages No Contest Clause Private Letter Rulings Right of Publicity Self-Canceling Installment Note Settlors Social Security Social Security Administration (SSA) Spousal Access Trust Testamentary Trust Testators Tortious Interference Tuition Appraisal Bank Accounts Bank of America Citizenship Conflicts of Interest Constructive Trusts Corporate Counsel Credit Shelter Trusts Dodd-Frank End-of-Life-Care Family Investment LLC FDIC Final Rules FinCEN Grantors Inherited IRA Limited Liability Partnerships Mutual Funds Non-Profits Notice Requirements OVDP Personal Exemptions Safe Harbors Sales & Use Tax Social Networks Tax Refunds Trust Administration Trust Funds Vacation Homes Accountants Adult Children Alimony Board of Directors Business Entities Consumer Price Index Corporate Governance Custodians Debt Decanting Discretionary Trust Dismissals DOL Employer Liability Issues Enforcement Federal Reserve Fees FIRPTA Foreign Bank Accounts Foreign Corporations Fourteenth Amendment Fraudulent Conveyance Health Care Providers Health Savings Accounts Hedge Funds Hospitals Intent International Tax Issues Investors Liens Liquidation Long Term Care Facilities Mortgage Interest Non-Resident Aliens Oil & Gas Physicians Residential Property Owners Revocation RMBS Separation Social Media Account Ownership Spousal Elective Share Startups Tax Code Tax Deferral Tax Shelters Terms of Service Trust Amendments Trust Assets Trust Income Webinars Abuse of Discretion Amended Legislation Attorney Malpractice Australia Banking Sector Bonds Breach of Contract Business Formation Bypass Trusts Captive Insurance Company Carried Interest Charitable Rollover Child Support COBRA Conservation Easements Declaratory Judgments Deductions Deferred Compensation Disability Benefits Disabled Children Discounts Distribution Rules Diversity Jurisdiction Elder Care Eligibility Email FICA Taxes Financial Adviser Good Faith Google Harvesting Losses Identity Theft Internet JOBS Act Joint Accounts Joint Tenancy with Right of Survivorship Jointly-Owned Property Land Titles Legal Guardian Lenders Limited Partnerships Marital Estate Medical Expenses Mergers Modified Adjusted Gross Income Name and Likeness Negligence New Regulations Obama Administration Oral Contracts Orphan's Courts Paying For College Pooled Investment Vehicles Power of Appointment Preemption Private Equity Property Ownership Qualified Benefit Plans Receivership Reformation Reinsurance Sale of Assets SLAT Stepchildren Tax Litigation Time Extensions Transcripts Trust Protector Actions Unified Credit Portability Uniform Law Commission Accredited Investors Adopted Children Adoption Advertising Affidavits Alter Ego Americold Realty Trust v Conagra Foods Asbestos Burden of Proof Business Assets Business Plans CERCLA Choice of Entity Commercial Loans Confidential Information Continuing Legal Education Contract Drafting Controlling Stockholders Court-Appointed Receivers Data Breach Debt Collection Defined Value Gifts Delaware Statutory Trust Act Dependents Depreciation Documentation Due Diligence Duty of Care EB-5 Electronic Communications Environmental Liability Exempt Organizations Family Offices Farms Financial Statements Financing FMLA Fraudulent Inducement FTC Funerals Intangible Property Investment Legal History Mandatory Arbitration Clauses Marriage Equality Michael Jackson Misappropriation Modification Music Panama Papers Pease Limitation Petition for Partition Pets PHI Privacy Concerns Production Tax Credit Professional Liability Property Valuation Public Charities Public Comment Punitive Damages Real Estate Market Realty Transfer Taxes Required Forms Revenue Rule Against Perpetuities Sales Tax Savings Accounts Section 1031 Exchange Special Needs Trust Fairness Act Subpoenas Supplemental Security Income (SSI) Survivor Benefits Survivorship Tax Assessment Tax Penalties Tax Revenues Tenancy-in-Common Threshold Requirements Transfer on Death Deed (TOD) Transfers Transparency TX Supreme Court United Arab Emirates Withholding Tax AHCD American Bar Association (ABA) Anonymity Anti-Discrimination Policies Apportionment Arbitration Agreements Asbestos Litigation Asbestos Trust Claims Bank Secrecy Act Bankruptcy Court Bernie Madoff Business Court Division CFTC Child Tax Credit Clawbacks Client Services CMS Codicil Colleges Commerce Clause Commercial Leases Common Law Claims Common Law Marriage Competency Requirements Conflicts of Laws Constitutional Challenges Contract Terms Controlled Foreign Corporations Cottage Properties CPAs Cross-Border CT Supreme Court Cybersecurity Data Protection Deadlines Deceased Spousal Unused Exclusion Deed of Trust Default Deferred Private Annuities Defined Benefit Plans Delaware Limited Liability Company Act Designated Agent Disclaimers Discovery Division of Assets DOJ Domestic Asset Protection Trust (DAPT) Donor-Advised Funds (DAFs) Double Taxation DSUEA Easements Electronically Stored Information Energy Enforcement Actions Entrepreneurs Equitable Adoption Exploitation Family Pension Plan Federal Arbitration Act Fideicomisos Firearms Firemen FL Supreme Court Flexible Spending Accounts Foreign Financial Assets Foreign Trusts France Green Cards HHS Highway Trust Fund Hillary Clinton Immunity Indian Tribal Trusts Inheritanance Tax Insolvency Installment Agreements Intellectual Property Protection Interference Claims Internet Service Providers (ISPs) Intervenors Joinder K-1 Laches Legal Entities Legal Fees Legislative Committees Litigation Fees & Costs Local Ordinance Medical Records Mental Illness Military Service Members Minor Children Mobile Apps Municipal Bonds NBA NCUA New Guidance Non-Resident Income Taxes Offshore Banks Pass-Through Entities Passive Activity Patents Patient Privacy Rights Pension Protection Act of 2006 Personal Jurisdiction Pet Trusts Plan Administrators Political Candidates Pour-over Will Powers of Withdrawal Prescription Drugs Presidential Elections Private Placement Variable Deferred Annuities Private Trust Companies Privilege Waivers Probate Code Public Policy Recordkeeping Requirements Refinancing Registration Registration Requirement Reimbursements Religious Institutions Remedies Repatriation Reverse Mortgages Rules of Civil Procedure Sanctions Section 1031 Securities Selling a Business Service of Process Settlement Agreements Shareholders' Agreements Social Security Act State and Local Government Statute of Repose Strategic Planning Structured Financial Products Subject Matter Jurisdiction Swaps Tangible Property Tax Appeals Tax Evasion Tax Extenders Tax Haven Tax Increases Tax-Free Exchanges Tax-Free Transfers Taxable Income Taxation Technology Tenants Tibble v Edison Int Transfer of Title Trust Accounting Twitter US Bank UTMA Venture Capital Voluntary Disclosure Wages Waivers Wells Fargo Witnesses Writ of Mandamus 21st Century Cures Act Accounting ADA Administrative Appeals Administrative Procedure Act Advanced Care Directives Age Discrimination Agents Alzheimer's Annulment Anti-SLAPP Antitrust Litigation Appellate Review Article 9 Artists Assignments Assisted Living Facility Attorney-in-Fact Auto Insurance Bad Faith Bipartisan Budget Bitcoin Budget Control Act of 2011 Bureau of Indian Affairs Business Income Business Litigation Buyers Bylaws 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-Ownership Cohabitation Collateral Estoppel Commercial Real Estate Market Computer Fraud and Abuse Act (CFAA) Conduit Trust Contaminated Properties Contamination Contempt Contested Proceedings Contractors Conversion Copyright Infringement Countrywide CRA Credit Unions Criminal Prosecution Crummey Trusts Damages Death Certificates Death Master Files Debt Ceiling Defalcation Exception Defamation Default Judgment Deferred Interest Products Deficiency Notices Deficit Reduction Defined Contribution Plans Delaware General Corporation Law Denial of Benefits Derivative Suit Digital Currency Disability Discrimination Disclosure Disgorgement Dissolution Document Requests Donald Sterling Donors Dual Citizenship Duty of Prudence Duty to Defend Duty to Disclose Earned Income Credit EBSA Educational Assistance Programs Educational Institutions EIN Electronic Records Eminent Domain Employer Group Health Plans Engagement Letters Environmental Claims Environmental Policies EPA EPCRS Equitable Distribution Equity Investors Escrow Holders Estoppel Ethics Excise Tax Exculpatory Clauses Exempt Assets Expert Testimony Export Services Act Family Courts Farm Bill FDA FFI Fifth Amendment Final Guidance Final Judgment Financial Abuse Financial Aid Fine Art FINRA Foreign Asset Protection Trusts (FAPT) Foreign Banks Foreign Jurisdictions Forfeiture Form 990 Forms Fracking Franchises Fraudulent Transfers Garnishment General Assembly General Solicitation Germany Governor LePage Gramm-Leach-Blilely Act Gun Laws Hague Convention Healthcare Reform Healthcare Surrogates HIRE Act Hiring & Firing HOA Homeowners HSA Hurricane Sandy IC-DISC IL Supreme Court Impact Fees Income Tax Act Independent Contractors Individual Investors Act Insurance Litigation Insureds Intentional Infliction of Emotional Distress Interest Payments Intergovernmental Agreements Interlocutory Orders Intestacy Inventory Investment Portfolios Investment Property Investment Tax Credits IP License Italy Joint Ownership Joint Tenancy Joint Venture Jury Verdicts Legal Costs Legal Perspectives Legal Representatives Legislative Amendments Lending Liability Insurance License Agreements Lifetime Limits Long-Term Investment Funds Look-Back Measurement Period Lottery Luxembourg MA Supreme Court Marital Status Marital Trusts Marriage Licenses Mediation Medical Devices Medical Liability Medical Malpractice Millennials Mineral Leases Minimum Wage Mobile Devices Money Market Funds Money Orders Moneygram Mortgage Insurance Mortgage Insurance Deduction Mossack Fonseca Motion to Compel Motion To Stay Motion To Strike Motor Vehicles Multistate Tax Compact Museums Muslims NAIC Net Operating Losses New Trial NFFE NFL No-Action Letters Non-Immigrant Visas Non-Judicial Settlement Agreements Non-Residents Noncharitable Purpose Trusts Nonjudicial Settlement Agreements OCC OFAC Online Platforms Oral Argument Original Jurisdiction Overpayment Palimony Passive Losses Payable on Death Clauses Pension Funds Philanthropy Pipelines Plain Meaning Political Campaigns Political Parties Ponzi Scheme Pooled Trusts Post-Judgment Enforcement Actions Preliminary Injunctions Private Placement Life Insurance Private Property Privity of Contract Professional Conferences Profit Sharing Program Related Investments (PRIs) Property Liens Proposed Rules Prudent Investor Rule Public Disclosure Public Domain Public Hearing Public Notaries Public Records QDRO Qualified Small Business Stock Reasonable Cause Defense Reassessments Remand Removal Rent Rental Income Rental Property Representations and Warranties Res Judicata Residence Status Residency Requirements Resident Non-Domiciled (RND) Residential Real Estate Market Restructuring Retailers Retroactive Taxes Retroactivity Revenue Procedure 2016-49 Richard Cordray Ripeness Risk Assessment Risk Management Robin Williams Roth IRA Savings Plans Scams Securities Fraud Self-Employment Tax Sellers Separate Property Set-Asides Sexual Abuse Shale Gas SNF Social Media Policy Social Security Disability Social Security Income Song Lyrics Sports State of the Union Statistical Sampling Stays Stern v Marshall Stock Markets Stock Ownership Structured Settlements Students Subcontractors Successor Interests Successors Superman Supply Chain Supremacy Clause Surrogate's Court