December 2018
Beginner
432 pages
12h 30m
English
Content preview from Estate & Trust Administration For Dummies, 2nd Edition
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Index
A
- accountant, 151, 171, 205, 308
- acquisition costs and dates, 301
- adeemed property, 142
- administrator, 10, 97, 151–152, 359
- administratrix, 10
- advisors
- appraisers, 69–70
- attorney, 59–64
- business consultants, 70
- charitable, 70
- creating a team of, 13
- fees, 204–205
- for handling assets, 171
- for investments, 64, 67–69, 170, 191–192
- litigators, 70
- location for, 64
- malpractice by, 71–72
- medical, 70
- need for, 57–58
- tax professional, 65–66
- trustee’s power to hire and fire, 167
- age-based distributions, 202, 214–216
- age-based trusts, 203
- Alabama taxes/rules of intestacy, 370
- Alaska taxes/rules of intestacy, 370–371
- alimony, paying, 136
- allowance by probate court, 153–157
- allowance for surviving spouse, 25
- alternative minimum tax (AMT), 313–315, 316, 337–338
- amendments to trusts, 86
- amortization, 359
- anatomical gifts, honoring, 76
- ancillary administration, 99, 359
- annual accounts, 171, 225–226, 230–233, 359
- annual exclusion amount, 27, 44
- annuities, 288, 291, 359
- applicable exclusion amount, 44, 250, 359
- applicable federal rate (AFR), 359
- appraisers, 69–70
- appraising property, 123–127, 239
- Arizona taxes/rules of intestacy, 371
- Arkansas taxes/rules of intestacy, 372
- ascertainable standard for distributions, 167
- assets. See also marshalling assets; specific kinds
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