Glossary Of Estate Planning Terms

Estate Planning

  • Wills
  • Estate Tax Planning
  • Powers of Attorney
  • Living Wills/Advanced Medical Directives
  • Special Needs Trusts

Probate

  • Probate of Wills
  • Estate Administration
  • Trust Distributions
  • Funding of Estate Tax Shelter Trusts
  • Affidavit of Heirships
  • Small Estate Affidavits
  • Court Administration of Estates
  • Transfer of Assets to Heirs
  • Estate Tax Returns

Elder Law

  • Guardianships
  • Medicaid Issues
  • Miller Trusts
  • Powers of Attorney

Business Entities

  • Subchapter S Corporations
  • Limited Liability Companies (LLC)
  • Limited Partnerships (LP)