Book “Trust law in wealth management and estate planning”
Title:
Trust law in wealth management and estate planning
Editor:
By Wikipedians
Language:
English
Wiki page:
Book:Trust law in wealth management and estate planning
Categories:
Law
Contents:
- Chapter: Introduction
- Chapter: Entities to consider
- Charitable organization
- 501(c)
- Non-profit Foundations
- Private foundations
- Foundations under US law
- Limited liability company
- Chapter: Ethics
- Account of profits
- Asset forfeiture
- Dishonest assistance
- Fiduciary
- Fraud
- Fraudulent conveyance
- Money laundering
- Tracing (law)
- Chapter: Forum & jurisdiction
- Forum shopping
- Australian trust law
- English trusts law
- United States trust law
- Domicile (law)
- Habitual residence
- Hague Convention on the Law Applicable to Trusts and on their Recognition
- Chapter: Resources
- Society of Trust and Estate Practitioners
- Trusts & Estates monthly magazine
- Chapter: Family issues
- Community property
- Division of property
- Elective share
- Marital life estate
- Chapter: Trusts & estates
- Affiliation
- Asset
- Asset protection
- Assignment
- Attestation clause
- Beach bum trust provision
- Beneficial interest
- Beneficial owner
- Beneficial ownership
- Beneficial use
- Beneficiary (trust)
- Capacity
- Cestui que
- Characterisation (conflict)
- Condition precedent
- Condition subsequent
- Conveyancing
- Coroner's jury
- Credible witness
- Cy-près doctrine
- Disclaimer of interest
- Doctrine of exoneration of liens
- Donatio mortis causa
- Equitable conversion
- Equitable interest
- Escheat
- Estate Planner
- Estate planning
- Future interest
- Gifts
- Hotchpot
- Incorporation by reference
- Infectious invalidity
- Insane delusion
- Intangible asset
- Intangible property
- Inter vivos
- Jus tertii
- Lapse and anti-lapse
- Legitime
- Letter of wishes
- Life estate
- Life interest
- Merger doctrine
- Pledges
- Power of appointment
- Principal-agent problem
- Private trustee
- Property
- Protector (trust)
- Quasi-property
- Remainders
- illustrations
- Settlement (trust)
- Settlor
- Tacking (law)
- Trust instrument
- Trust law
- Trustee
- Trustee de son tort
- Trusts (conflict)
- Trusts and estates
- Vesting
- Chapter: Specific trusts
- Accumulation and Maintenance trust
- Asset-protection trust
- Bare trust
- Blind trust
- Bypass trust
- Charitable trust
- Charitable remainder unitrust
- Child Trust Fund
- Constructive trust
- Corporate trust
- Crummey trust
- Discounted gift trust
- Discretionary trust
- Express trust
- Fiduciary trust
- Foreign trust
- Grantor Retained Annuity Trust
- Henson trust
- Honorary trust
- Incentive trust
- Interest in possession trust
- Life insurance trust
- Massachusetts business trust
- Offshore trust
- Percy Sladen Memorial Trust
- Pet trust
- Private annuity trust
- Protective trust
- Purpose trust
- Qualified personal residence trust
- Rabbi trust
- Real estate investment trust
- Resulting trust
- Secret trust
- Special needs trust
- Spendthrift trust
- Supplemental Needs Trust
- Testamentary trust
- Totten trust
- Unit Investment Trust
- Unit trust
- Voting trust
- Chapter: General statutes & case law
- Family Health Care Decisions Act
- Howe v Earl of Dartmouth
- Rule in Dearle v Hall
- Settled Land Acts
- Statute of Wills
- Thomas v Times Book Company
- Trusts of Land and Appointment of Trustees Act 1996
- Uniform Gifts to Minors Act
- Uniform Probate Code
- Uniform Simultaneous Death Act
- Wills Acts 1837 & 1918 (Soldiers and Sailors)
- Chapter: Probate, wills & intestacy
- Abatement of debts and legacies
- Acts of independent significance
- Ademption
- Administrator of an estate
- Administration of an estate on death
- Advance health care directive
- Advancement (inheritance)
- Ancillary administration
- Apertura tabularum
- Bequest
- Codicils
- Digital inheritance
- Exempt property
- Forced heirship
- Freedom of testation
- Holographic will
- Inheritance
- Intestacy
- Joint wills and mutual wills
- Laughing heir
- Legatee
- Letters of Administration
- Missing heir
- No-contest clause
- Oral will
- Personal representative
- Pour-over will
- Probate
- Probate court
- Probate sale
- Pretermitted heir
- Residuary estate
- Satisfaction of legacies
- Simultaneous death
- Slayer rule
- Succession conflicts
- Swynfen will case
- Testamentary capacity
- Testamentary disposition
- Testator
- Undue influence
- Wills
- Will contest
- Will contract
- Chapter: Finance
- The High net worth individual
- Uniform Prudent Investor Act
- Chapter: Banking & money
- Bank secrecy
- Banking in Switzerland
- Barclays Bank Ltd v Quistclose Investments Ltd
- Bearer bond
- Deposit account
- Financial privacy
- Global assets under management
- Investor relations
- Interest
- Negotiable instrument
- Numbered bank account
- Offshore bank
- Offshore financial centre
- Private banking
- Saving
- Time deposit
- Chapter: Portfolios
- Financial adviser
- Financial independence
- Financial plan
- Financial services
- Investment portfolio
- Investor profile
- Modern portfolio theory
- Post-modern portfolio theory
- Retirement spend down
- Retirement planning
- Wealth
- Wealth management
- Chapter: Risk
- Asset allocation
- Asset Diversification
- Hedge (finance)
- Interest rate risk
- Risk assessment
- Risk aversion
- Risk management
- Risk-return spectrum
- Speculation
- Value at risk
- Chapter: Ownership
- Collective investment scheme
- Equity sharing
- Financial accountancy
- Floating charge
- Flow-through entity
- Fractional ownership
- Security interest
- Chapter: Investing
- Financial economics
- Securities
- Stock trader
- Bonds
- Financial derivatives
- Futures contract
- Investment strategy
- Styles of investment strategy
- Buy and hold
- Growth investing
- Index fund
- Quality investing
- Socially responsible investing
- Value investing
- Chapter: Returns & profits
- Benefit shortfall
- Capital accumulation
- Cash flow return on investment
- Profit accounting
- Return on capital
- Chapter: Valuation
- Appraisal
- Art valuation
- Blockage discount
- Cost of capital
- Diminution in value
- Expected value
- Inflation
- Net asset value
- Net present value
- Opportunity cost
- Stock valuation
- Valuation (finance)
- Chapter: Employment-related income & funding sources
- Pensions, retirement plans & Superannuation
- Cash balance plan
- Defined benefit pension plan
- Defined contribution plan
- Deferred compensation
- Royalties
- Severance package
- options
- Chapter: Government-related income & funding sources
- Social Security
- Supplemental Security Income
- Chapter: Miscellaneous income and funding sources
- Annuities
- Life annuity
- Insurance
- Chapter: Tax
- Capital gains tax
- Consumption tax
- Dividend tax
- Estate tax in the United States
- Gift tax in the United States
- Income tax
- Inheritance tax
- Inheritance Tax (United Kingdom)
- Optimal tax
- Property tax
- Special assessment tax
- Stamp duty
- Tax advantage
- Tax assessment
- Tax avoidance and tax evasion
- Tax deduction
- Tax exemption
- Tax haven
- Tax residence
- Tax shelter
- Tax shield
- Taxable income
- Taxation of trusts (United Kingdom)