This class was created by Brainscape user Tom Anichini . Visit their profile to learn more about the creator.
By:
Tom Anichini
- decks
- flashcards
- learners
Decks in this class (21)
11. Marital Deduction
Marital deductiondefinition,
Marital deductionqualifications,
Marital deductionsexceptions to t...
12
cards
17 Generation Skipping Transfer Tax
Gstt,
Skip person,
Gstt effect of marriage
8
cards
7. Gifting Strategies
Advantages of lifetime gifts,
Types of interest transferred,
Basic
14
cards
21 Post-Mortem Estate Planning Techniques
Estate income tax return,
Joint income tax return w decedent,
Interest deductions
8
cards
10 Powers of Appointment
Power of appointmentdefinition,
Power of appiontmentgift tax impl...,
Crummey powers
9
cards
16 Deferral and Minimization of Estate Taxes
Special use valuation 2032 a,
Conditions for special use valuation,
If special use property disposed ...
10
cards
12. Types, Features, and Taxation of Trusts
Trustlegal arrangement,
Types of trust interests,
Trust duration
28
cards
8. Estate Tax Compliance and Tax Calculation
Gross estate2033,
Gross estate 2033 contdincome in ...,
Gross estate
21
cards
3. Incapacity planning
Living wills and advanced medical...,
Durable power of attorney for med...,
Durable power of attorney for pro...
3
cards
9. Sources for Estate Liquidity
Estate liquidity needs,
Estate liquidity problems,
Liquidity sources
4
cards
2 Estate planning documents
Estate planning documents 3,
Advantages of a will 7,
Possible advserse consequences of...
9
cards
13. Qualified Interest Trusts
Chapter 14 rules in general,
Chapter 14 rules in general,
Limits on grit advantage
29
cards
14 Charitable Transfers
Direct outright gifts,
Charitable gift annuity,
Pooled income fund pif
23
cards
15 Intrafamily and Other Business Transfer Techniques
Business succession planning,
Possible challenges in business s...,
Family limited partnership flp
35
cards
6. Gift Tax Compliance and Tax Calculation
Unified transfer,
Applicable exclusion for lifetime...,
Max tax rate for gift estate gstt
22
cards
4. Characteristics and Consequences of Property Titling
Personal property,
Real property,
Present property interests fee si...
17
cards
1 What is Estate Planning?
Process,
Choices,
Cost objectives
12
cards
18 Fiduciaries
Examples of fiduciaries,
Fiduciary duties,
Executor responsibilities
7
cards
19 Use of Life Insurance in Estate Planning
When entire life proceeds incl ge,
Value of policy on other in ge,
Value on other policy in ge if aw...
33
cards
20 Income in Respect of a Decedent (IRD)
Ird definition,
Income tax treatment of ird,
Examples of ird
6
cards
22 Estate Planning for Nontrad Relationships
Nontrad issues,
Disadvantages of nontrad,
Planning for transfers
6
cards
More about
Estate Planning
- Class purpose General learning
Learn faster with Brainscape on your web, iPhone, or Android device. Study Tom Anichini 's Estate Planning flashcards now!
How studying works.
Brainscape's adaptive web mobile flashcards system will drill you on your weaknesses, using a pattern guaranteed to help you learn more in less time.
Add your own flashcards.
Either request "Edit" access from the author, or make a copy of the class to edit as your own. And you can always create a totally new class of your own too!
What's Brainscape anyway?
Brainscape is a digital flashcards platform where you can find, create, share, and study any subject on the planet.
We use an adaptive study algorithm that is proven to help you learn faster and remember longer....
Looking for something else?
A2 History Germany Essay Plans
- 16 decks
- 801 flashcards
- 213 learners
Decks:
How Accurate Is It To Say That The Weima, How Accurate Is It To Say That The Spd L, Nazi Consolidation Of Power In 1933 Was, And more!
Estate Planning
- 5 decks
- 148 flashcards
- 3 learners
Decks:
Family Law 34 Questions, Wills And Intestacy 34 Questions, Trusts 36 Questions, And more!
