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Sue Z
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Decks in this class (16)
Ch 1 - Forecasting Estate Settlement Costs
Documentation feesrealty transfer...,
Real estate feeslegal feesaccount...,
Final expensesprobateappraisal fe...
38
cards
Ch 2 - Life Insurance In Estate Planning
Because of its self completing na...,
Individuals with modest wealth or...,
Estate enhancementwealth replacem...
18
cards
Ch 3 - Irrevocable Life Insurance Trusts
Wealthy grantors need all the exe...,
Avoids minimizes gift estate and ...,
Applies to all non marital gifts ...
14
cards
Ch 4 - Valuation Principles In Estate Planning
Valuation,
Tax court assessed taxes need not...,
Tax codetax regulationstax ruling...
24
cards
Ch 5 - Gifts To Family Members & Trusts
Removes property from the estate ...,
Gifts reduce estate taxes,
Consider income tax issues income...
39
cards
Test
2which of the following statement...,
1 mrs haynes had the following fa...,
3marty died last year holding abc...
100
cards
Ch 6 - Estate Freezes for Family Businesses
Successors might not be adequatel...,
An attempt to fix at a low amount...,
In determining whether the transf...
31
cards
Ch 7 - The Basics Of Charitable Giving
Deduction for charitable gifts av...,
Gift of donor s property gift of ...,
Gift or contribution no deduction...
26
cards
Ch 8 - Sophisticated Methods Of Charitable Giving
Undivided portion of a donor s en...,
No charitable deductions are allo...,
If the transfer consists of anyth...
26
cards
Ch 9 - Misc Marital Relationship Issues
Allows a minimum statutory share ...,
Without a valid will descent and ...,
Review and modify all legal instr...
13
cards
Ch 10 - Tax Planning With Trusts
Power to revoke creates grantor t...,
Revocable and irrevocable,
Probate and ancillary probate avo...
26
cards
Ch 11 - Estate Planning For Non US Citizens
Transferor is a resident or citiz...,
Us citizens all transfers subject...,
Obtain us citizenshipbefore filin...
9
cards
Ch 12 - Procedural Principles Of Estate Planning
Asset valuationsize of gross esta...,
Adequate future income distributi...,
Special use valuation alternate v...
15
cards
Ch 13 - Estate Planning for Retirement Plans and Employee Benefits
Account balance will generally re...,
Often a substantial portion of cl...,
What does the plan or ira permit ...
32
cards
Review
True or false irc ch 14 special v...,
True or false grantor trust rules...,
Who does the 5and 5 rule apply to
104
cards
Astronomy
0
cards
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CLU
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English Vocabulary in Use Advanced
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