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Sue Z
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Decks in this class (16)
Ch 1 - Forecasting Estate Settlement Costs
Documentation fees realty transfe...,
Real estate fees legal fees accou...,
Final expenses probate appraisal ...
38
cards
Ch 2 - Life Insurance In Estate Planning
Because of its self completing na...,
Individuals with modest wealth or...,
Estate enhancement wealth replace...
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
What is a frequent reason for lit...,
Tax court assessed taxes need not...,
Tax code tax regulations tax ruli...
24
cards
Ch 5 - Gifts To Family Members & Trusts
Removes property from the estate 0,
Gifts reduce estate taxes 1,
Consider income tax issues 2
39
cards
Test
2 which of the following statemen...,
1 mrs haynes had the following fa...,
3 marty died last year holding ab...
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 1,
Gift or contribution 2
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 1,
Review and modify all legal instr...
13
cards
Ch 10 - Tax Planning With Trusts
Power to revoke creates grantor t...,
Revocable and irrevocable 1,
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 citizenship before fili...
9
cards
Ch 12 - Procedural Principles Of Estate Planning
Asset valuation size of gross est...,
Adequate future income 1,
Special use valuation 2
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 2
32
cards
Review
True or false irc ch 14 special v...,
True or false 1,
Who does the 5and 5 rule apply to 2
104
cards
Astronomy
0
cards
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CLU
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