Wills, Trusts, & Estate Planning

Estate Planning Estate Tax IRS Trusts Beneficiaries Gift Tax Income Taxes Generation-Skipping Transfer Trustees Gift-Tax Exemption Wills Family Businesses Fiduciary Duty Tax Reform Power of Attorney Tax Planning IRA Probate Tax Rates Tax Deductions Same-Sex Marriage SCOTUS American Taxpayer Relief Act Tax Exemptions Life Insurance Executors Appeals Internal Revenue Code (IRC) Trump Administration Transfer Taxes Retirement Plan U.S. Treasury Estate-Tax Exemption Charitable Donations Divorce Transfer of Assets Surviving Spouse Digital Assets DOMA Portability Capital Gains Succession Planning Fiscal Cliff Popular US v Windsor New Legislation Year-End Tax Planning Irrevocable Trusts Tax Returns Limited Liability Company (LLC) Year-End Planning Business Valuations Inheritance Revocable Trusts Closely Held Businesses Corporate Taxes Grantor Trusts Proposed Regulation Breach of Duty Decedent Protection Marriage Partnerships Beneficiary Designations Special Needs Trust GST Alternative Minimum Tax Spouses IRC Section 2704 Employee Benefits Grantor Retained Annuity Trust Valuation Business Succession State Taxes Family Limited Partnerships Interest Rates Intra-Family Loans Tax Court Real Estate Transfers Tax Liability Creditors Property Tax Business Taxes Death Tax ERISA Equal Protection Gifts Estate Claims Retirement Due Process Durable Power of Attorney Proposed Legislation Statute of Limitations Inheritance Tax Reporting Requirements Standing Affordable Care Act Charitable Deductions Elder Issues GRATs Healthcare Heirs Wealth Management Charitable Remainder Trust Living Will Audits Domestic Partnership Guardians Marital Assets QTIP Trusts Tax Cuts and Jobs Act Uniform Trust Code Pass-Through Entities S-Corporation 401k Annuities Canada Consumer Bankruptcy Exemptions Repeal Social Media Unclaimed Property Advance Directives Disability Pensions Prince Undue Influence Claims Attorney's Fees Legislative Agendas Living Trust Long-Term Care Medicaid Net Investment Income Personal Property SEC UK Barack Obama Charitable Lead Annuity Trust Charitable Trusts Death Benefits Dividends FBAR Inflation Adjustments Intentionally Defective Grantor Trusts Real Estate Investments Summary Judgment Transfer of Interest 529 Plans 3.8% Medicare Tax Arbitration Fair Market Value Insurance Industry International Tax Issues IRA Rollovers Passwords Split-Interest Charitable Trusts Attorney-Client Privilege Bush-Era Tax Cuts C-Corporation Civil Unions HIPAA Intestate Succession Payroll Taxes Prenuptial Agreements Clark v. Rameker Discrimination Financial Planning Health Insurance Jurisdiction No Contest Clause Penalties Personal Representatives Reversal Spendthrift Trusts Step-Up Basis Stocks Adjusted Gross Income Asset Protection Dynasty Trust Elder Abuse EU Federal Budget Florida Fraud Medicare Minors Nursing Homes Pending Legislation REIT Testamentary Capacity Buy-Sell Agreements Charitable Organizations Deceased FATCA Itemized Deductions Medicare Taxes Offshore Funds Primary Residence Special Needs Children State and Local Government Tax Benefits Banks Benefit Plan Sponsors Business Ownership Conservators Domicile Filing Deadlines Filing Requirements Mortgages Proposition 8 Protecting Americans from Tax Hikes (PATH) Act Required Minimum Distributions Small Business Special Needs Adults Surface Transportation and Veterans Health Care Choice Improvement Act VA Supreme Court ABLE Act AFR Community Property Constructive Trusts Copyright Evidence Family Trusts Hollingsworth v Perry Inter Vivos Trust Investment Management Mortgage Interest Music Industry Nongrantor Trusts Personal Liability Private Foundations Private Letter Rulings Probate Code Qualified Retirement Plans Shareholders Tax Code Tax Credits Tax Liens UFADAA Asset Management Asset Transfer Disclosure Requirements Elder Care Exclusions Expatriates Foreclosure Grantors Green Book Inter Vivos Gifts Obergefell v. Hodges Personal Exemptions Property Owners Qualified Charitable Distributions Roth Conversions Settlement Sexual Orientation Discrimination Social Security Benefits Standard Deduction Tax Extensions Tax Relief Act of 2010 Tortious Interference Trust Funds Alimony Asset Valuations Bank Accounts Bankruptcy Code Breach of Contract Comment Period Compliance Consumer Price Index Deeds Department of Revenue Financial Institutions Homestead Exemption Investment Adviser Irrevocable Life Insurance Trusts Life Estates Loans Motion to Dismiss Royalties Split Dollar Testamentary Trust Testators Arbitration Agreements Carried Interest Celebrities Conflicts of Interest Debtors Email Family Limited Liability Companies Farms Foreign Corporations Foreign Investment Health Care Providers Investment Funds Joint Tax Returns Property Ownership Qualified Personal Residence Trust Residency Status Right of Publicity Self-Canceling Installment Note Social Security State Budgets Tax Basis Trust Administration 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Owners Securities Settlement Agreements Social Networks Social Security Administration (SSA) Trust Amendments Trust Assets Abuse of Discretion Adult Children Australia Board of Directors Business Plans Bypass Trusts Captive Insurance Company Child Support Conservation Easements Damages Debt Deceased Spousal Unused Exclusion Discovery Distribution Rules Diversity Jurisdiction DOL Electronically Stored Information Employer Liability Issues Enforcement Federal Reserve Fees Financial Adviser Foreign Trusts Fourteenth Amendment Health Savings Accounts Identity Theft Intellectual Property Protection Internet Investment K-1 Mandatory Arbitration Clauses Medical Records Name and Likeness Net Operating Losses New Regulations Oral Contracts Orphan's Courts Paying For College Pets Physicians Preemption Private Equity Production Tax Credit Reinsurance Required Forms Revocation RMBS Sanctions Social Media Account Ownership Spousal Elective Share Startups Survivorship Tax Deferral Tax Penalties Tax Shelters Trust Accounting Trust Income Tuition TX Supreme Court Will Contest Adopted Children Alter Ego Banking Sector Bonds Business Assets Business Income COBRA Confidential Information Conversion Corporate Governance Data Protection Debt Collection Deferred Compensation Delaware Limited Liability Company Act Dependents Depreciation Disclaimers Double Taxation Due Diligence Electronic Communications Eligibility Executive Orders Exploitation FICA Taxes Financial Services Industry FIRPTA Foreign Nationals Good Faith Google JOBS Act Jointly-Owned Property Land Titles Legal Fees Legal History Lenders Local Taxes Marital Estate Medical Directives Medical Expenses Medical Malpractice Mental Illness Mergers Michael Jackson Modified Adjusted Gross Income Motion to Compel Petition for Partition Pooled Investment Vehicles Power of Appointment Professional Liability Punitive Damages Qualified Benefit Plans Real Estate Market Receivership Reformation Removal Repatriation Roth IRA Rule Against Perpetuities Rules of Civil Procedure Sale of Assets Savings Accounts Separation SLAT Special Needs Trust Fairness Act Stepchildren Supplemental Security Income (SSI) Tax Appeals Tax Assessment Tax Litigation Tax-Free Transfers Tenancy-in-Common Terms of Service Third-Party Time Extensions Transcripts Trust Protector Actions Unified Credit Portability Uniform Law Commission Witnesses Writ of Mandamus Accounting Accredited Investors Adoption Advance Health Care Directive Advanced Care Directives Advertising Affidavits Americold Realty Trust v Conagra Foods Article III Burden of Proof Business Formation CERCLA Choice of Entity Codicil Colleges Commercial Loans Competency Requirements Constitutional Challenges Contract Drafting Controlling Stockholders Court-Appointed Receivers CT Supreme Court Cybersecurity Data Breach Deed of Trust Default Defined Benefit Plans Defined Value Gifts Delaware Statutory Trust Act Designated Agent Diminished Capacity Disability Benefits Disinherit Division of Assets Donor-Advised Funds (DAFs) DSUEA Electronic Records Energy Sector Environmental Liability Executive Compensation Family Offices Federal Arbitration Act Financing Fine Art FL Supreme Court FMLA Foreign Financial Assets FTC Funerals Harvesting Losses Immunity Independent Contractors Indian Tribal Trusts Insurance Litigation Intangible Property Laches Limited Partnerships Marriage Equality Modification Music Non-Signatories Obama Administration Panama Papers Patents Pease Limitation Pension Funds Pet Trusts Privacy Concerns Property Valuation Public Charities Public Comment Realty Transfer Taxes Recordkeeping Requirements Registration Requirement Regulatory Reform Reimbursements Remedies Revenue Revenue Procedures Sales Tax Section 1031 Separate Property Service of Process Strategic Planning Subject Matter Jurisdiction Surrogate's Court Survivor Benefits Tax Audits Tax Evasion Tax Revenues Threshold Requirements Transfer of Title Transfer on Death Deed (TOD) Trust Distributions 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Asset Protection Trust (DAPT) Easements EB-5 Enforcement Actions Engagement Letters Entrepreneurs Estoppel Excise Tax Exempt Organizations Family Pension Plan Federal v State Law Application Fideicomisos Financial Abuse Financial Power of Attorney Financial Statements Firearms Flexible Spending Accounts France Fringe Benefits GA Supreme Court Garnishment General Assembly Green Cards HHS Highway Trust Fund Hillary Clinton HMRC Homeowners Association (HOA) Income Tax Act Individual Mandate Insolvency Installment Agreements Intentional Infliction of Emotional Distress Interest Payments Internet Service Providers (ISPs) Intervenors Investment Tax Credits Joinder Joint Ownership Joint Tenancy JPMorgan Chase Jury Verdicts Legal Entities Legislative Committees Like Kind Exchanges Marriage Licenses Medical Liability Military Service Members Minor Children Misappropriation Mobile Apps Motion To Stay Municipal Bonds Museums NBA NCUA New Guidance Non-Resident Income Taxes Offshore Banks Passive Activity Pension Protection Act of 2006 Personal Data Personal Jurisdiction PHI Philanthropy Plan Administrators Political Candidates Pour-over Will Powers of Withdrawal Prescription Drugs Presidential Elections Private Placement Variable Deferred Annuities Private Trust Companies Probable Cause Program Related Investments (PRIs) Public Hearing Public Policy Real Party in Interest Reassessments Refinancing Registration Release Agreements Religious Institutions Res Judicata Resident Non-Domiciled (RND) Risk Management SALT Section 1031 Exchange Section 179 Property Section 529A Self-Employment Tax Selling a Business Sexual Abuse Shareholders' Agreements Signatures Social Security Act Spousal Support Statute of Frauds Statute of Repose Stays Structured Financial Products Students Subpoenas Successors Summary Plan Description Swaps Tangible Property Tax Advice Tax Debt Tax Exempt Entities Tax Extenders Tax Haven Tax Increases Tax Preparers Tax-Free Exchanges Taxable Income Taxation TEFRA Tenants The Copyright Act Third-Party Beneficiaries Third-Party Liability Tibble v Edison Int TN Supreme Court Transfers Transparency Tribal Lands Twitter UBTI Unjust Enrichment UTMA Veterans WA Supreme Court Wage and Hour Withholding Tax Yahoo! Action to Quiet Title ADA Administrative Appeals Administrative Procedure Act Age Discrimination Agricultural Land AHCD Aircraft ALJ Annulment Anti-Avoidance Appellate Review Article 9 Artists Assisted Living Facility Auto Insurance Bench Trial Beneficial Owner Bipartisan Budget Borrowers Budget Control Act of 2011 Bureau of Indian Affairs Buyers Bylaws CA Supreme Court Caregivers Carry Forward Carry-Over Basis Carryover Basis Chapter 11 China Choice-of-Law Clear and Convincing Evidence Closing Documents Closing Protection Letters Co-Trustees Cohabitation Collateral Estoppel Commercial Court Commercial Real Estate Contracts Compensation Computer Fraud and Abuse Act (CFAA) Conduit Trust Construction Industry 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 Deferred Interest Products Deficit Reduction Defined Contribution Plans Delaware General Corporation Law Dementia Denial of Benefits Depositions Design Patent Disability Discrimination 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 EBITDA EBSA Economic Development Educational Assistance Programs Educational Institutions EIN Emerging Growth Companies Eminent Domain Employee Relocations Employer Group Health Plans Employment Contract Energy Tax Incentives Environmental Claims Environmental Policies EPA EPCRS Equitable Distribution Equity Investors Escrow Holders ESOP Ethics Excessive Fees 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 FINRA Foreign Asset Protection Trusts (FAPT) Foreign Banks Foreign Ownership Foreign Subsidiaries Forfeiture Form 990 Forms Fracking Franchise Tax Board Franchise Taxes Franchises Fraudulent Inducement Fraudulent Transfers Gambling General Elections General Solicitation Germany Governor Christie Governor Hogan Governor LePage Gramm-Leach-Blilely Act Grants Gun Laws Hague Convention Healthcare Reform Healthcare Surrogates Hearsay HIRE Act Hiring & Firing Holographic Wills Home Equity Homeowners HSA Hurricane Sandy IC-DISC Impact Fees Individual Investors Act Injunctions Insureds Interference Claims Intergovernmental Agreements Interlocutory Orders Interpleaders Inventory Investment Portfolios Investment Property IP License Italy Joint Venture Judgment Debtors Jury Trial 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