Browse Related Topics For:

Estate Planning

345
Estate Tax
175
Gift Tax
166
IRS
166
Trusts
127
Wills
118
Family Businesses
109
Beneficiaries
80
Generation-Skipping Transfer
71
Income Taxes
69
Power of Attorney
60
Gift-Tax Exemption
56
Transfer of Assets
53
Fiduciary Duty
52
Trustees
49
Business Valuations
49
Succession Planning
47
Probate
44
U.S. Treasury
43
Closely Held Businesses
43
Digital Assets
43
Transfer Taxes
42
Executors
42
IRA
40
Business Succession
39
Divorce
38
IRC Section 2704
38
Surviving Spouse
38
Tax Planning
37
Proposed Regulation
35
Same-Sex Marriage
34
Portability
33
SCOTUS
32
American Taxpayer Relief Act
32
Family Limited Partnerships
32
Internal Revenue Code (IRC)
32
Limited Liability Company (LLC)
31
Life Insurance
31
Revocable Trusts
30
Estate-Tax Exemption
30
GST
30
Irrevocable Trusts
30
Partnerships
28
DOMA
28
Tax Reform
27
Inheritance
27
Tax Exemptions
26
Beneficiary Designations
26
Popular
26
Valuation
25
Decedent Protection
25
Grantor Trusts
25
Marriage
24
Death Tax
24
Retirement Plan
24
Trump Administration
23
Durable Power of Attorney
23
US v Windsor
22
Gifts
21
Intra-Family Loans
19
Charitable Donations
18
Appeals
18
Tax Rates
17
Living Trust
17
Social Media
17
Tax Deductions
16
Capital Gains
16
Elder Issues
16
Fiscal Cliff
16
Grantor Retained Annuity Trust
16
Passwords
16
Real Estate Transfers
16
Special Needs Trust
15
Interest Rates
15
Personal Property
15
Prince
15
Spouses
14
Advance Directives
14
Equal Protection
14
Living Will
14
Marital Assets
14
New Legislation
14
Prenuptial Agreements
13
Year-End Planning
12
Breach of Duty
12
GRATs
12
Year-End Tax Planning
11
Creditors
11
Fair Market Value
11
Guardians
11
Heirs
11
Repeal
11
Wealth Management
10
Buy-Sell Agreements
10
Clark v. Rameker
10
Financial Planning
10
Tax Returns
10
Transfer of Interest
10
Undue Influence Claims
10
Uniform Trust Code
9
Consumer Bankruptcy
9
Due Process
9
Inheritance Tax
9
QTIP Trusts
9
Retirement
9
Standing
9
Step-Up Basis
9
Tax Court
8
Charitable Trusts
8
Community Property
8
Employee Benefits
8
Federal Budget
8
Green Book
8
Intentionally Defective Grantor Trusts
8
Long-Term Care
8
Property Tax
8
State Taxes
7
AFR
7
Annuities
7
Asset Valuations
7
Charitable Deductions
7
Comment Period
7
Estate Claims
7
Family Limited Liability Companies
7
FBAR
7
Intestate Succession
7
Net Investment Income
7
No Contest Clause
7
Proposition 8
7
Real Estate Investments
7
Split Dollar
7
Split-Interest Charitable Trusts
7
Stocks
7
Tax Liability
7
Vacation Homes
6
Attorney's Fees
6
Business Ownership
6
Business Plans
6
Celebrities
6
Charitable Lead Annuity Trust
6
Charitable Remainder Trust
6
Civil Unions
6
Constructive Trusts
6
Credit Shelter Trusts
6
Death Benefits
6
Domestic Partnership
6
Dynasty Trust
6
Elder Abuse
6
EU
6
Financial Institutions
6
Healthcare
6
HIPAA
6
Hollingsworth v Perry
6
Intent
6
Inter Vivos Trust
6
Joint Accounts
6
Loans
6
Minors
6
Nongrantor Trusts
6
Obergefell v. Hodges
6
Personal Representatives
6
Primary Residence
6
Social Media Account Ownership
6
Special Needs Children
6
Spendthrift Trusts
6
Statute of Limitations
6
Summary Judgment
6
Testamentary Capacity
6
UFADAA
5
Arbitration
5
Custodians
5
Disability
5
Domicile
5
Email
5
ERISA
5
Exclusions
5
Exemptions
5
Family Trusts
5
Florida
5
Inflation Adjustments
5
Internet
5
IRA Rollovers
5
Joint Tax Returns
5
Jointly-Owned Property
5
Life Estates
5
Pending Legislation
5
Protecting Americans from Tax Hikes (PATH) Act
5
Qualified Charitable Distributions
5
Selling a Business
5
Sexual Orientation Discrimination
5
Tax Benefits
5
Tax Liens
5
Tax Shelters
5
Tenancy-in-Common
5
Testators
5
Webinars
4
401k
4
529 Plans
4
Art
4
Asset Management
4
Attorney-Client Privilege
4
Bank Accounts
4
Banks
4
Board of Directors
4
Charitable Organizations
4
Consumer Price Index
4
Corporate Governance
4
Discrimination
4
Elder Care
4
Electronically Stored Information
4
FATCA
4
Foreign Bank Accounts
4
Grantors
4
Legal Guardian
4
Medicaid
4
Medicare Taxes
4
Modification
4
Music Industry
4
Non-Profits
4
Oral Contracts
4
Pensions
4
Reformation
4
Required Minimum Distributions
4
Revocation
4
Royalties
4
S-Corporation
4
SEC
4
Securities
4
Shareholders' Agreements
4
Small Business
4
Social Security Benefits
4
Spousal Elective Share
4
Stepchildren
4
Tax Basis
4
Tax Deferral
4
Trust Income
3
ABLE Act
3
Adjusted Gross Income
3
Adopted Children
3
Adult Children
3
Advance Health Care Directive
3
Agents
3
Asset Protection
3
Asset Transfer
3
Bankruptcy Code
3
Barack Obama
3
Business Entities
3
Bypass Trusts
3
Canada
3
Captive Insurance Company
3
Codicil
3
Competency Requirements
3
Conservation Easements
3
Conservators
3
Continuing Legal Education
3
Conversion
3
Copyright
3
Corporate Taxes
3
Deceased Spousal Unused Exclusion
3
Deeds
3
Defined Value Gifts
3
Dissolution
3
Division of Assets
3
Electronic Communications
3
Engagement Letters
3
Family Offices
3
Farms
3
Federal Taxes
3
Filing Requirements
3
Financial Adviser
3
Foreclosure
3
Fourteenth Amendment
3
Funerals
3
GA Supreme Court
3
Gift-Tax Return
3
Identity Theft
3
Insurance Industry
3
International Tax Issues
3
Internet Service Providers (ISPs)
3
Investment
3
Irrevocable Life Insurance Trusts
3
Joint Tenancy with Right of Survivorship
3
Legislative Agendas
3
Medicare
3
Modified Adjusted Gross Income
3
Motion to Dismiss
3
OVDP
3
Paying For College
3
Penalties
3
Personal Liability
3
Pets
3
Power of Appointment
3
Private Equity
3
Private Foundations
3
Private Letter Rulings
3
Probate Code
3
Professional Liability
3
Property Owners
3
Property Ownership
3
Proposed Legislation
3
Receivership
3
Residency Status
3
Reversal
3
Right of Publicity
3
Roth Conversions
3
Roth IRA
3
Safe Harbors
3
Self-Canceling Installment Note
3
Separate Property
3
Separation
3
SLAT
3
Survivorship
3
Tax-Free Exchanges
3
Terms of Service
3
Tortious Interference
3
Transfer of Title
3
Transfer on Death Deed (TOD)
3
Trust Protector Actions
3
Unjust Enrichment
2
Accountants
2
Accredited Investors
2
Acquisitions
2
Advanced Care Directives
2
Agricultural Land
2
ALJ
2
Alternative Minimum Tax
2
Alzheimer's
2
Appraisal
2
Arbitration Agreements
2
Assignments
2
Attorney Malpractice
2
Bitcoin
2
Business Taxes
2
Bylaws
2
Carried Interest
2
Carry Forward
2
Charitable Rollover
2
Citizenship
2
Co-Trustees
2
Computer Fraud and Abuse Act (CFAA)
2
Conflicts of Interest
2
Constitutional Challenges
2
Contract Terms
2
Controlling Stockholders
2
Decanting
2
Deceased
2
Deductions
2
Default
2
Deferred Private Annuities
2
Designated Agent
2
Digital Currency
2
Diminished Capacity
2
Disability Benefits
2
Dispute Resolution
2
Distribution Rules
2
Dividends
2
Donor-Advised Funds (DAFs)
2
Donors
2
Dual Citizenship
2
Due Diligence
2
Electronic Records
2
Energy Sector
2
Equitable Distribution
2
Ethics
2
Evidence
2
Expatriates
2
Facebook
2
Family Investment LLC
2
Financial Markets
2
FinCEN
2
Foreign Corporations
2
Foreign Nationals
2
Forms
2
Fraud
2
Health Insurance
2
Hedge Funds
2
High Net-Worth
2
Hillary Clinton
2
Homestead Exemption
2
HSA
2
Installment Agreements
2
Intangible Property
2
Intellectual Property Protection
2
Inter Vivos Gifts
2
Interference Claims
2
Inventory
2
Investment Adviser
2
Investment Management
2
Itemized Deductions
2
Jurisdiction
2
Legal History
2
Legal Perspectives
2
Lifetime Limits
2
Limited Partnerships
2
Marital Status
2
Marital Trusts
2
Medical Records
2
Mineral Rights
2
Mobile Apps
2
Mortgages
2
Museums
2
Name and Likeness
2
Negligence
2
New Regulations
2
Non-Resident Aliens
2
Noncharitable Purpose Trusts
2
Notice Requirements
2
Offshore Funds
2
Oil & Gas
2
Online Platforms
2
Pass-Through Entities
2
Payroll Taxes
2
Pension Funds
2
Philanthropy
2
Pooled Investment Vehicles
2
Pour-over Will
2
Preemption
2
Private Equity Funds
2
Probable Cause
2
Proposed Rules
2
Public Charities
2
Public Comment
2
Public Hearing
2
Public Notaries
2
Reporting Requirements
2
Revenue Procedures
2
Section 529A
2
Settlement Agreements
2
Settlors
2
Shareholders
2
Social Media Policy
2
Social Security
2
Special Needs Adults
2
Spousal Access Trust
2
Strategic Planning
2
Students
2
Sunset Provisions
2
Surrogate's Court
2
Tangible Property
2
Tax Advice
2
Tax Code
2
Tax Debt
2
Tax Relief Act of 2010
2
Technology
2
Transfer Restrictions
2
Transfers
2
Trust Assets
2
Trust Remainder Beneficiaries
2
UK
2
UK Brexit
2
Value Appreciation
2
Venture Capital
2
Video Recordings
2
Virtual Currency
2
Warranty Deed
2
Will Caveats
2
Will Contest
2
Wrongful Death
1
21st Century Cures Initiative
1
3.8% Medicare Tax
1
403(b) Plans
1
Ability-to-Repay
1
Abuse of Discretion
1
Accountant Malpractice
1
Accounting
1
Actors
1
Administrative Expenses
1
Administrative Proceedings
1
Adoption
1
Affiliates
1
Affordable Care Act
1
AK Supreme Court
1
Alimony
1
Alter Ego
1
American Bar Association (ABA)
1
Angel Investors
1
Annual Reports
1
Annulment
1
Anonymity
1
Anti-Avoidance
1
Anti-SLAPP
1
Appellate Briefs
1
Appellate Review
1
Arrest
1
Art Collections
1
Article III
1
Articles of Incorporation
1
Artificial Reproduction
1
Assisted Suicide
1
ASTM
1
At-Will Employment
1
Attorney-in-Fact
1
Audits
1
Auto Insurance
1
Baby Boomers
1
Bank of America
1
Bank Secrecy Act
1
Banking Sector
1
Bankruptcy Court
1
Board of Equalization
1
Boilerplate Language
1
Bonds
1
Brazil
1
Breach of Contract
1
Broker-Dealer
1
Browning-Ferris Industries of California Inc.
1
Build-to-Suit
1
Business Assets
1
Business Continuity Plans
1
Business Income
1
Business Litigation
1
C-Corporation
1
Capital Formation
1
Carry-Over Basis
1
Carryover Basis
1
Cash Value
1
CERCLA
1
CFPB
1
CFTC
1
Change of Ownership
1
Chapter 7
1
Charter Schools
1
Child Abuse
1
Child Custody
1
Child Support
1
China
1
Choice of Entity
1
Choice-of-Law
1
Civil Liability
1
Clear and Convincing Evidence
1
Client Representation
1
Client Services
1
Closing Protection Letters
1
Cloud Computing
1
Cloud Storage
1
Co-Mingled Assets
1
Co-Ownership
1
COBRA
1
Cohabitation
1
Commercial Bankruptcy
1
Commercial Leases
1
Commercial Real Estate Contracts
1
Common Law Marriage
1
Compensation Agreements
1
Confidential Communications
1
Confidential Information
1
Conflict Resolution
1
Conservation Tax Credit
1
Construction Industry
1
Contested Proceedings
1
Contract Drafting
1
Contractors
1
Copyright Infringement
1
Corporate Counsel
1
Corporate Culture
1
Corporate Structures
1
Cottage Properties
1
CPAs
1
Credit
1
Creditor Protection
1
Criminal Liability
1
Criminal Prosecution
1
Crummey Trusts
1
Cryptocurrency
1
CT Supreme Court
1
Custody
1
Cy Pres Funds
1
Cybersecurity
1
Dams
1
Data Breach
1
Data Protection
1
Date of Death
1
Date of Valuation
1
Debt
1
Debt Collection
1
Debtors
1
Declaratory Judgment Act
1
Declaratory Relief
1
Defend Trade Secrets Act (DTSA)
1
Deferred Compensation
1
Defined Benefit Plans
1
Deloitte
1
Department of Revenue
1
Disabled Children
1
Disclosure Requirements
1
Discounts
1
Discovery Disputes
1
Disinherit
1
Documentation
1
Dodd-Frank
1
DOJ
1
DOL
1
Domestic Asset Protection Trust (DAPT)
1
Drinking Water
1
DSUEA
1
Duress
1
Duties & Responsibilities
1
Easements
1
Economic Development
1
Education Tax Credits
1
EEO-1
1
EEOC
1
Electronic Devices
1
Electronic Filing
1
Electronics
1
Eligibility
1
Employer Group Health Plans
1
Employment Policies
1
Encryption
1
End-of-Life-Care
1
Enforcement
1
Enforcement Actions
1
Entertainment Industry
1
Entrepreneurs
1
EPA
1
ESOP
1
European Securities and Markets Authority (ESMA)
1
Excessive Fees
1
Executive Orders
1
Exit Strategies
1
Exploitation
1
False Testimony
1
FASB
1
FCPA
1
FDIC
1
Federal Contractors
1
Federal Reserve
1
Federal Supply Schedule (FSS)
1
Federal v State Law Application
1
Fee Awards
1
Fees
1
FERC
1
Fifth Amendment
1
Final Rules
1
Financial Abuse
1
Financial Aid
1
Financial Conduct Authority (FCA)
1
Financial Holding Company
1
Financial Power of Attorney
1
Financial Statements
1
Fine Art
1
FINRA
1
First Amendment
1
Flexibility Clauses
1
FLSA
1
FMLA
1
Forced Sales
1
Foreign Asset Protection Trusts (FAPT)
1
Foreign Direct Investment
1
Foreign Trusts
1
Form 990
1
Form ADV
1
Franchises
1
Fraudulent Conveyance
1
Free Speech
1
Functional Capacity Evaluations
1
Fundraisers
1
FUTA
1
Future Interests
1
GAAP
1
GAO
1
Garnishment
1
Good Faith
1
Google
1
Governor Branstad
1
Governor Carney
1
Governor Cooper
1
Governor LePage
1
Governor Scott
1
Grey Divorce
1
Health Care Providers
1
Healthcare Surrogates
1
Hearsay
1
HHS
1
HIPAA Authorization Forms
1
Holographic Wills
1
Home Health Agencies
1
Home Healthcare Workers
1
Homosexuality
1
Hong Kong
1
Hurricane Harvey
1
Hurricane Irma
1
Identity Fraud
1
Immunity
1
Impartiality
1
Independent Boards
1
Inherited IRA
1
Insider Trading
1
Insurance Agents
1
Insurance Brokers
1
Insurance Risk Pool
1
Intellectual Property Litigation
1
Intentional Infliction of Emotional Distress
1
Interest Rate Adjustments
1
Intervenors
1
Intestacy
1
Intracompany Transferees
1
Investment Advisers Act of 1940
1
Investment Property
1
Investors
1
Job Creation
1
Joint Employers
1
Joint Ownership
1
Joint Tenancy
1
Joint Trusts
1
JPMorgan Chase
1
Jury Trial
1
Jury Verdicts
1
K-1
1
Kingdomware Techs. Inc. v United States
1
Land Developers
1
Land Owners
1
Land Titles
1
Land Trusts
1
Laptop Computers
1
Leases
1
Legal Fees
1
Legal Title
1
Legislative Amendments
1
Legislative History
1
Legislative Vetoes
1
Liability Insurance
1
Licenses
1
Lien Priority
1
Liens
1
Lifetime Benefits
1
Limited Liability Partnerships
1
Liquidation
1
Litigation Strategies
1
Living Probate
1
LLPs
1
Look-Back Measurement Period
1
Lottery
1
Lump Sum Payments
1
Maintenance
1
Mandatory Arbitration Clauses
1
Marital Settlement Agreements
1
Market Rate
1
Medical Devices
1
Medical Directives
1
Mental Illness
1
Mergers
1
Michael Jackson
1
MiFID II
1
Military Service Members
1
Millennials
1
Mineral Extraction
1
Minimum Salary
1
Minimum Wage
1
Minor Children
1
Mobile Devices
1
Mortgage Interest
1
Motion To Strike
1
Municipal Bonds
1
Murder-Suicide
1
Mutual Funds
1
Native American Issues
1
Natural Disasters
1
Natural Resources
1
NIIT
1
Non-Citizens
1
Non-Grantor Trusts
1
Non-Signatories
1
Notary Certificates
1
NSA
1
Nursing Homes
1
Objections
1
OCIE
1
OFAC
1
OIG
1
Oil Prices
1
OMB
1
One-Action Rule
1
Online Banking
1
Online Gaming
1
Order To Compel
1
Orphan's Courts
1
Over-Time
1
Overpayment
1
Ownership Requirements
1
PA Supreme Court
1
Parenting Plans
1
Parol Evidence
1
Partial Summary Judgments
1
Partnership Agreements
1
Partnership Interests
1
Patent Litigation
1
Patents
1
Pension Protection Act of 2006
1
Personal Data
1
Personal Exemptions
1
Personal Finances
1
Petition for Partition
1
Physicians
1
Plain Meaning
1
Policy Terms
1
Political Campaigns
1
Political Candidates
1
Political Parties
1
Pooled Trusts
1
Pooling Agreement
1
Prejudice
1
Priority Guidance Plan
1
Privacy Concerns
1
Private Company Shares
1
Private Investment Funds
1
Private Placement Insurance
1
Private Placement Life Insurance
1
Private Placement Variable Deferred Annuities
1
Privileged Communication
1
Professional Misconduct
1
Program Related Investments (PRIs)
1
Prohibited Transactions
1
Proof of Claims
1
Property Liens
1
Property Valuation
1
Proposed Amendments
1
Prudent Investor Rule
1
Public Disclosure
1
Public Housing Authorities
1
Public Interest
1
Public Records
1
Punitive Damages
1
Purchase Price
1
QDRO
1
Qualified Domestic Trust (QDOT)
1
Qualified Personal Residence Trust
1
Qualified Retirement Plans
1
Ratification
1
Real Estate Brokers
1
Real Estate Companies
1
Real Estate Development
1
Real Estate Market
1
Real Estate Professionals
1
Real Estate Transactions
1
Reassessments
1
Rebates
1
Recklessness
1
Recording Requirements
1
Recordkeeping Requirements
1
Refinancing
1
Refunds
1
Regulation AT
1
Regulatory Agenda
1
Regulatory Freeze
1
Regulatory Oversight
1
Regulatory Reform
1
Reimbursements
1
Religious Institutions
1
Remedies
1
Removal
1
Required Forms
1
Residence Status
1
Residency Requirements
1
Resident Alien
1
Resident Status
1
Residential Real Estate Market
1
Residual Trusts
1
Retirement Funds
1
Right of Access
1
Risk Management
1
Robin Williams
1
Rule 506(d)
1
Rule of Two
1
RULLCA
1
Sale of Assets
1
SAR
1
Savings Accounts
1
SEC Examination Priorities
1
Section 1031 Exchange
1
Section 529 Program
1
Security Deed
1
Seed Financing
1
Self-Certification
1
Separation Agreement
1
Severe Weather
1
Shale Gas
1
Shareholder Distributions
1
Shareholder Rights
1
Signatures
1
Social Security Administration (SSA)
1
Social Security Income
1
South Africa
1
Special Education
1
Split of Authority
1
Spousal Support
1
SSDI
1
Staffing Agencies
1
Standard of Review
1
Standard Tax Deduction
1
Star Wars
1
Startups
1
Stock Markets
1
Stock Options
1
Stock Transfer Restrictions
1
Stockholder Agreements
1
Subdivision
1
Subject Matter Jurisdiction
1
Substantial Presence Test
1
Successors
1
Supply Chain
1
Surface Transportation and Veterans Health Care Choice Improvement Act
1
Surviving Non-Spouse Beneficiaries
1
Tax Assessment
1
Tax Audits
1
Tax Credits
1
Tax Evasion
1
Tax Fraud
1
Tax Increases
1
Tax Penalties
1
Tax Practitioner Privilege
1
Tax Revenues
1
Tax Scams
1
Tax-Free Transfers
1
Taxation
1
Tenant-In-Common
1
Terms and Conditions
1
Testamentary Trust
1
Theft
1
Third-Party Liability
1
Time Extensions
1
TN Supreme Court
1
Totten Trusts
1
Trademarks
1
Traditional News
1
Trust Administration
1
Trust Amendments
1
Trust Distributions
1
Tuition
1
Twitter
1
TX Supreme Court
1
UBIT
1
Umbrella Policies
1
Unemployment
1
Unemployment Benefits
1
Unified Credit Portability
1
Uniform Law Commission
1
Uninsured and Under-Insured Motorists
1
Unions
1
UTMA
1
VA Supreme Court
1
Verification Requirements
1
Veterans Administration
1
Void and Unenforceable
1
Voting Shares
1
Wage and Hour
1
Wages
1
Waivers
1
Whistleblowers
1
White-Collar Exemptions
1
Willful Misconduct
1
Wineries
1
Winnings
1
Witness
1
Worthier Title Doctrine
1
Writing Requirement