- 1040
- 5% Probability Test
- 501(c)(3)
- 529 plan
- Qualified Terminable Interest Property (QTIP)
- A-B Trusts
- "A" Trust
- Abatement
- Above-the-line deduction
- Accredited Investor
- Accumulation Trust
- Ademption
- Advance Investment Philosophy (AIP)
- Agent (or Attorney-in-Fact)
- Alpha
- Alternative Minimum Tax (AMT)
- Alternative Valuation Date
- American Taxpayer Relief Act of 2012 (ATRA}
- Ancillary Administration
- Ancillary Probate
- Annual exclusion
- Annual Site Visit
- annuitize
- Ascertainable standard
- Asset Allocation
- Assignment of Tangible Personal Property
- Conservator
- Baseline Documentation Report (BDR)
- Bequest (or Devise)
- Bypass Trust (or Credit Shelter Trust or Family Trust or B Trust)
- Capital Call
- Capital-loss carryover
- Carried interest
- Carry-over basis
- Cash equivalents
- Commodity
- Community Property
- Completed Gift
- Conduit Trust
- Correlation
- Credit Shelter Trust
- Crummey
- Crummey Trust
- Deed Restriction
- Defined Benefit Plan
- Defined Contribution Plan
- Depletion
- Depreciation
- Disqualified Person
- DNI
- Dry Trust
- DTC
- Durable Healthcare Power of Attorney (or Healthcare Proxy or Medical Power of Attorney)
- Durable Power of Attorney
- Dynasty Trust
- Elective Share (or Spousal Share or Widow’s Share or Widower’s Share)
- Employer Identification Number (EIN)
- Endowment
- Estate Tax (or Death Tax)
- Ethical will
- Executor (or Personal Representative)
- family limited partnership
- Fiduciary
- Form 8282
- Form 990
- Form 990/Form 990-PF
- Form 990-PF
- Generation-Skipping Transfer Tax (GSTT)
- Generation-Skipping Trust
- Gift tax
- Gifts-in-kind
- grantor retained annuity trust (GRAT)
- Grantor Retained Unitrust (GRUT)
- Guardian
- Health Care Proxy
- Health Savings Accounts
- Holographic Will
- Homestead Exemption, Homestead Allowance
- Imputed interest
- Incentive Stock Options (ISOs)
- Income in respect of a decedent (IRD)
- Inheritance Tax
- Inheritance Tax
- Installment sale
- Intestacy, Intestate
- Inurement
- IRD deduction
- Irrevocable trust
- Joint Tenancy with Right of Survivorship
- K-1
- Laws of intestacy
- Life estate reserved
- Limited Partnership
- Living trust
- Living will
- Marginal tax rate
- Master limited partnerships (MLP)
- Material participation
- Medallion Signature Guarantee
- Medicaid
- Memorandum of Tangible Personal Property
- Net capital loss
- No-contest Clause
- Non-qualified Retirement Plans
- Nonqualified Stock options (NQSOs)
- Nuncupative Will
- Passive-loss rules
- Payable on Death (P.O.D. or Transfer on Death or Totten Trust)
- Per Capita, Per Capita at Each Generation
- Per Capita with Representation (or Modern Per Stirpes)
- Per Stirpes
- Portability
- Pour-Over Will
- Power of Appointment
- Power of Appointment Trust
- Preferred stock
- Probate
- Probate Fees
- Purchase of Development Rights (PDR)
- Qualified domestic trust (QDOT
- qualified Personal Residence Trust
- Qualified Personal Residence Trust (QPRT)
- Qualifying Subchapter S Trust (QSST)
- Quid Pro Quo
- Quitclaim Deed
- Recapitalization
- Recapture of depreciation
- Revocable Living Trust
- Roth IRA
- See-Through Trust
- Self-dealing
- Separate Property
- Sharpe ratio -
- Skip person
- Special Needs Trust
- Warranty Deed
- Split Interest Gifts
- Spousal Lifetime Access Trust (SLAT)
- Spray
- Springing power of attorney
- Sprinkle
- Standard Deduction
- Stepped-Up Basis
- successor trustee
- Supplemental Needs Trust
- Supporting Organization
- Supporting Organization
- T.O.D. (Transfer on Death)
- Tax Cuts and Jobs Act (TCJA)
- Tax haven
- Tenancy by the Entirety
- Tenancy in Common
- Tenants By the Entirety
- Tenants in Common
- Term Life Insurance
- Testatrix
- Title Report
- Totten Trust
- Transfer agent
- Transfer Tax
- Unified Credit
- Uniform Probate Code
- Uniform Transfer to Minors Act
- Uniform Transfers to Minors Act (UTMA)
- Unrelated Business Income Tax (UBIT)
- Unrelated business taxable income (UBTI)
- Wash Sale
- Wetlands
- Will Substitute
- Zero coupon bond
- Zero Coupon Bonds