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 Same-Sex Marriage SCOTUS IRA American Taxpayer Relief Act Life Insurance Tax Planning Power of Attorney Probate Retirement Plan Internal Revenue Code (IRC) U.S. Treasury DOMA Executors Fiscal Cliff Succession Planning Divorce Transfer Taxes Surviving Spouse Year-End Tax Planning US v Windsor Transfer of Assets Portability Capital Gains Charitable Donations Year-End Planning Digital Assets Tax Exemptions Tax Rates Appeals Business Valuations Proposed Regulation Limited Liability Company (LLC) Closely Held Businesses Popular Grantor Retained Annuity Trust Irrevocable Trusts Marriage Revocable Trusts Tax Deductions Partnerships Grantor Trusts Valuation Estate-Tax Exemption Family Limited Partnerships Tax Reform Tax Returns Employee Benefits Inheritance Special Needs Trust Business Succession Spouses New Legislation Equal Protection Interest Rates Intra-Family Loans IRC Section 2704 Tax Court Real Estate Transfers Beneficiary Designations Healthcare ERISA GST Breach of Duty Due Process Gifts Property Tax Retirement Alternative Minimum Tax Domestic Partnership Reporting Requirements Affordable Care Act Audits Charitable Remainder Trust Creditors State Taxes Heirs Pensions Statute of Limitations Prince Tax Liability Unclaimed Property Consumer Bankruptcy Exemptions Charitable Deductions Corporate Taxes Medicaid QTIP Trusts Standing 401k Annuities Decedent Protection GRATs Living Will Marital Assets Net Investment Income Social Media Barack Obama Elder Issues Inheritance Tax Intentionally Defective Grantor Trusts 3.8% Medicare Tax Charitable Lead Annuity Trust Dividends Durable Power of Attorney Guardians S-Corporation SEC Transfer of Interest Asset Protection Bush-Era Tax Cuts Charitable Trusts Intestate Succession Long-Term Care Personal Property Real Estate Investments Civil Unions Death Benefits FBAR Federal Budget Financial Planning HIPAA Inflation Adjustments Living Trust Medicare Minors Uniform Trust Code Advance Directives Attorney's Fees Clark v. Rameker Death Tax Discrimination Fair Market Value Health Insurance IRA Rollovers Payroll Taxes Stocks Business Taxes FATCA Jurisdiction Medicare Taxes Passwords Penalties Split-Interest Charitable Trusts Adjusted Gross Income Canada Estate Claims Inter Vivos Gifts Offshore Funds Proposed Legislation Protecting Americans from Tax Hikes (PATH) Act Small Business Tax Benefits Tax Relief Act of 2010 Attorney-Client Privilege Buy-Sell Agreements Conservators Disability Dynasty Trust Filing Deadlines Florida Insurance Industry Nursing Homes Proposition 8 REIT Surface Transportation and Veterans Health Care Choice Improvement Act Trump Administration UK Banks Benefit Plan Sponsors Disclosure Requirements Donald Trump EU Hollingsworth v Perry Nongrantor Trusts Obergefell v. Hodges Primary Residence Property Owners Qualified Retirement Plans Settlement Testamentary Capacity Wealth Management 529 Plans AFR Asset Valuations C-Corporation Community Property Compliance Copyright Deceased Family Trusts Filing Requirements Green Book Inter Vivos Trust Investment Management Pending Legislation Prenuptial Agreements Private Foundations Repeal Required Minimum Distributions Sexual Orientation Discrimination Spendthrift Trusts Summary Judgment Tax Credits Tax Extensions Wrongful Death Arbitration Charitable Organizations Department of Revenue Elder Abuse Exclusions Foreclosure Foreign Investment Fraud Homestead Exemption Legislative Agendas Music Industry Personal Liability Roth Conversions Shareholders Social Security Benefits Special Needs Adults Special Needs Children Split Dollar State Budgets Tax Basis Undue Influence Claims ABLE Act Asset Transfer Business Ownership Celebrities Commercial Bankruptcy Domicile Evidence Expatriates Federal Taxes Financial Institutions Foreign Nationals Investment Adviser Irrevocable Life Insurance Trusts Joint Tax Returns Loans Qualified Charitable Distributions Qualified Personal Residence Trust Social Security UFADAA VA Supreme Court Art Asset Management CFPB Chapter 7 Comment Period Crowdfunding Debtors Deeds Disabled Escheat Facebook Family Limited Liability Companies Fourteenth Amendment Gift-Tax Return High Net-Worth Investment Funds Life Estates Mortgages No Contest Clause Residency Status Reversal Right of Publicity Royalties Self-Canceling Installment Note Spousal Access Trust Step-Up Basis Tax Liens Testamentary Trust Tuition Appraisal Bank Accounts Bank of America Bankruptcy Code Citizenship Conflicts of Interest Constructive Trusts Corporate Counsel Credit Shelter Trusts Employer Liability Issues End-of-Life-Care Family Investment LLC FinCEN Grantors Health Savings Accounts Inherited IRA Itemized Deductions Limited Liability Partnerships Motion to Dismiss Mutual Funds Notice Requirements OVDP Personal Exemptions Safe Harbors Sales & Use Tax Settlors Social Networks Social Security Administration (SSA) Testators Tortious Interference Trust Assets Trust Funds Vacation Homes Accountants Adult Children Alimony Board of Directors Business Entities Consumer Price Index Corporate Governance Custodians Debt Decanting Discretionary Trust Dismissals Dodd-Frank DOL Enforcement FDIC Final Rules FIRPTA Foreign Bank Accounts Foreign Corporations Fraudulent Conveyance Health Care Providers Hospitals Intent International Tax Issues Investors Joint Tenancy with Right of Survivorship Jointly-Owned Property Land Titles Liens Long Term Care Facilities Non-Profits Non-Resident Aliens Obama Administration Oil & Gas Physicians Private Letter Rulings Residential Property Owners Revocation RMBS Separation Social Media Account Ownership Spousal Elective Share Startups Tax Code Tax Refunds Trust Administration Trust Amendments Trust Income Abuse of Discretion Amended Legislation Attorney Malpractice Australia Bonds Business Formation 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 Federal Reserve Fees FICA Taxes Financial Adviser Good Faith Google Harvesting Losses Hedge Funds Internet JOBS Act Joint Accounts Legal Guardian Lenders Limited Partnerships Liquidation Marital Estate Medical Expenses Mergers Modified Adjusted Gross Income Mortgage Interest New Regulations Orphan's Courts Paying For College Pooled Investment Vehicles Power of Appointment Preemption Private Equity Property Ownership Qualified Benefit Plans Receivership Reinsurance SLAT Stepchildren Survivor Benefits Survivorship Tax Deferral Tax Shelters Terms of Service Time Extensions Trust Protector Actions Unified Credit Portability Uniform Law Commission Webinars Accredited Investors Adopted Children Adoption Affidavits Alter Ego Americold Realty Trust v Conagra Foods Arbitration Agreements Asbestos Banking Sector Breach of Contract Burden of Proof Business Plans Bypass Trusts Captive Insurance Company CERCLA Choice of Entity Confidential Information Contract Drafting Controlling Stockholders Data Breach Defined Value Gifts Delaware Statutory Trust Act Dependents Depreciation Documentation Due Diligence EB-5 Electronic Communications Entrepreneurs Environmental Liability Exempt Organizations Family Offices Farms Financial Statements Financing FMLA Fraudulent Inducement FTC Funerals Identity Theft Legal History Mandatory Arbitration Clauses Marriage Equality Misappropriation Modification Name and Likeness Negligence Oral Contracts Pease Limitation Personal Representatives Pet Trusts Petition for Partition Pets PHI Privacy Concerns Production Tax Credit Professional Liability Property Valuation Public Comment Punitive Damages Realty Transfer Taxes Reformation Required Forms Revenue Rule Against Perpetuities Sale of Assets Sales Tax Savings Accounts SBA Section 1031 Exchange Special Needs Trust Fairness Act Subpoenas Tax Assessment Tax Litigation Tax Penalties Tax Revenues Tenancy-in-Common Threshold Requirements Transcripts Transfer on Death Deed (TOD) Transfers Transparency TX Supreme Court United Arab Emirates Veterans Administration Withholding Tax Advertising AHCD American Bar Association (ABA) Anonymity Anti-Discrimination Policies Apportionment Asbestos Litigation Asbestos Trust Claims Bank Secrecy Act Bernie Madoff Business Assets Business Court Division Child Tax Credit Clawbacks Client Services CMS Codicil Colleges Commerce Clause Commercial Leases Commercial Loans Common Law Claims Common Law Marriage Conflicts of Laws Constitutional Challenges Continuing Legal Education Contract Terms Controlled Foreign Corporations Cottage Properties Court-Appointed Receivers Criminal Prosecution Cross-Border Crummey Trusts CT Supreme Court Cybersecurity Deadlines Debt Collection 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 Double Taxation DSUEA Duty of Care Easements Electronically Stored Information Energy Enforcement Actions Equitable Adoption Exploitation Family Pension Plan Federal Arbitration Act Federal Contractors Fideicomisos Firearms Firemen FL Supreme Court Flexible Spending Accounts Foreign Trusts France Green Cards HHS Highway Trust Fund Hillary Clinton Immunity Indian Tribal Trusts Inheritanance Tax Installment Agreements Intangible Property Intellectual Property Protection Interference Claims Internet Service Providers (ISPs) Intervenors Investment Joinder K-1 Laches Legal Entities Legal Fees Legislative Committees Local Ordinance Medical Records Mental Illness Michael Jackson Military Service Members Mobile Apps Municipal Bonds Music NBA New Guidance Non-Resident Income Taxes Offshore Banks Panama Papers Pass-Through Entities Passive Activity Patents Patient Privacy Rights Pension Protection Act of 2006 Personal Jurisdiction 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 Charities Public Policy Real Estate Market Recordkeeping Requirements Refinancing Registration Registration Requirement Reimbursements Religious Institutions Remedies Repatriation Reverse Mortgages Rules of Civil Procedure Sanctions SDVOSB Section 1031 Selling a Business Service of Process Settlement Agreements Social Security Act State and Local Government Statute of Repose Strategic Planning Structured Financial Products Subject Matter Jurisdiction Supplemental Security Income (SSI) Swaps Tangible Property Tax Appeals Tax Evasion Tax Extenders Tax Haven Tax Increases Tax-Free Exchanges Tax-Free Transfers Taxable Income Taxation Technology Tenancy by Entirety Tenants Tibble v Edison Int Transfer of Title Trust Accounting Twitter US Bank UTMA Venture Capital Voluntary Disclosure Wages Waivers Wells Fargo Witnesses WOSB Writ of Mandamus 21st Century Cures Act Abandoned Property Accounting 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 Bad Faith Bankruptcy Court Bipartisan Budget Bitcoin Budget Control Act of 2011 Bureau of Indian Affairs Business Income Buyers Bylaws Carry Forward CFTC Change of Ownership Checking Accounts China Choice-of-Law Clear and Convincing Evidence 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 Damages Data Protection Death Certificates Death Master Files Debt Ceiling Defalcation Exception Defamation Default Judgment Deferred Interest Products Deficit Reduction Defined Contribution Plans Delaware General Corporation Law Denial of Benefits Derivative Suit Digital Currency Disclosure Disgorgement Dissolution Document Requests Domestic Asset Protection Trust (DAPT) Donald Sterling Donors Dual Citizenship Duty of Prudence Duty to Defend Duty to Disclose Earned Income Credit EBSA Educational Assistance Programs Educational Institutions EIN 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 Financial Power of Attorney Fine Art FINRA Foreign Banks Foreign Financial Assets Foreign Jurisdictions Forfeiture Form 990 Forms Fracking Franchises Fraudulent Transfers Garnishment General Assembly General Solicitation Germany Governor LePage Gramm-Leach-Blilely Act Grantee 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 Injunctive Relief Insolvency Insurance Litigation Insureds Intentional Infliction of Emotional Distress 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 Lending Liability Insurance License Agreements Lifetime Limits Litigation Fees & Costs 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 Minor Children 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 NCUA 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 OFAC Online Platforms Oral Argument Original Jurisdiction Overpayment Ownership Requirements 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 Remand Removal Rent Rental Income Rental Property Representations and Warranties Res Judicata Residence Status Residency Requirements Residential Real Estate Market Restructuring Retailers Retroactive Taxes Retroactivity Revenue Procedure 2016-49 Richard Cordray Ripeness Risk Assessment Robin Williams Roth IRA Savings Plans Scams Securities Securities Fraud Self-Employment Tax Sellers Separate Property Set-Asides Sexual Abuse Shale Gas Shareholders' Agreements SNF Social Media Policy Social Security Disability Social Security Income Song Lyrics Sports State of the Union State Treasurers Statistical Sampling Stays Stern v Marshall Stock Markets Stock Ownership Structured Settlements Students Subcontractors Successor Interests Successors Superman Supply Chain Supremacy Clause Swap Dealers Tax Avoidance Tax Exempt Entities Tax-Deferred Exchanges Taxpayers' Bill of Rights TEFRA Telecommunications Tenant-In-Common Terms and Conditions Testamentary Expectancy Testimony The Copyright Act Theft