Book:Trust law and related issues

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Video Book:Trust law and related issues

Trust law in wealth management and estate planning

Introduction

A book with a U.S. focus outlining many of the subject areas of concern for trusts in wealth management.

Entities to consider

Charitable organization

501(c)

Non-profit foundations

Private foundations

Foundations under US law

Limited liability company

Ethics

Account of profits

Asset forfeiture

Dishonest assistance

Fiduciary

Fraud

Fraudulent conveyance

Money laundering

Tracing (law)

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

Resources

Society of Trust and Estate Practitioners

Trusts & Estates monthly magazine

Family issues

Community property

Division of property

Elective share

Marital life estate

Affiliation

Trusts & estates

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

Rule against perpetuities and illustrations

Settlement (trust)

Settlor

Tacking (law)

Trust instrument

Trust law

Trustee

Trustee de son tort

Trusts (conflict)

Trusts and estates

Vesting

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

Inter vivos trust (living & revocable trusts)

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

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)

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

Concurrent estate (tenancy by the entirety)

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

Finance

The high net worth individual

Uniform Prudent Investor Act

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

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

Risk

Asset allocation

Asset diversification

Hedge (finance)

Interest rate risk

Risk assessment

Risk aversion

Risk management

Risk-return spectrum

Speculation

Value at risk

Ownership

Collective investment scheme

Equity sharing

Financial accountancy

Floating charge

Flow-through entity

Fractional ownership

Security interest

Investing

Financial economics

Securities

Stock trader

Bonds

Financial derivatives

Futures contract

Investment strategy

Buy and hold

Growth investing

Index fund

Quality investing

Socially responsible investing

Value investing

Returns & profits

Benefit shortfall

Capital accumulation

Cash flow return on investment

Profit accounting

Rate of return (Return on investment)

Return on capital

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)

Employment-related income & funding sources

Pensions, retirement plans & Superannuation

Cash balance plan

Defined benefit pension plan

Defined contribution plan

Deferred compensation

Royalties

Severance package

Stock options

Government-related income & funding sources

Social Security

Supplemental Security Income

Miscellaneous income and funding sources

Annuities

Life annuity

Insurance

Investments

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)

Source of article : Wikipedia