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Advance Directives -- Living Wills and Health Care Proxies2280 wordsAdvancements -- Lifetime Gifts as Partial Satisfaction of Intestate Share2170 wordsAlternatives to Guardianship -- Supported Decision-Making, Representative Payees, and Powers of Attorney1955 wordsArbitration and Mediation Clauses in Trust and Estate Documents2138 wordsAttested Wills -- Formalities, Witnesses, and the Function of Execution Requirements2275 wordsAttorney Fees and Costs in Estate and Trust Litigation1892 wordsCapacity and Competency Determinations in Elder Law1988 wordsCharitable Estate Planning -- Charitable Remainder Trusts, Charitable Lead Trusts, and Donor-Advised Funds2174 wordsClass Gifts and the Rule Against Perpetuities -- The All-or-Nothing Rule and Subclass Exceptions2263 wordsClassification of Future Interests -- Remainders, Reversions, Executory Interests, and Powers of Termination2294 wordsConstructive and Resulting Trusts as Litigation Remedies2061 wordsContested Accountings and Objections to Fiduciary Conduct2029 wordsCy Pres and Equitable Modification of Future Interests2279 wordsDecanting -- Trustee Power to Distribute to a New Trust2215 wordsDelegation of Trustee Duties -- Prudent Delegation and Co-Trustees2182 wordsDisclaimers and Renunciation of Inheritance -- Uniform Disclaimer of Property Interests Act2262 wordsDisclaimers as a Post-Mortem Estate Planning Tool2432 wordsDiscretionary Trusts -- Standards and Limits on Trustee Discretion2139 wordsDurable Powers of Attorney -- Uniform Power of Attorney Act and State Variations2186 wordsDynasty Trusts and Perpetual Trusts -- Planning Beyond the Rule Against Perpetuities1983 wordsEscheat -- When Property Passes to the State for Lack of Heirs2297 wordsEstate Tax Deductions -- Marital, Charitable, and Administrative Deductions2017 wordsEthical Obligations of Fiduciaries and Their Counsel2098 wordsFamily Limited Partnerships and LLCs in Estate Planning -- Valuation Discounts and the IRC Section 2036 Challenge2065 wordsFiduciary Accounting -- Principles, Standards, and the Uniform Fiduciary Accounting Principles2255 wordsFiduciary Litigation in the Digital Age -- E-Discovery, Digital Evidence, and Cybersecurity2113 wordsGeneration-Skipping Transfer Tax Planning -- Exemption Allocation, Dynasty Trusts, and Reverse QTIP Elections2161 wordsGift-Splitting, Tuition and Medical Exclusions, and Special Gift Tax Rules2310 wordsGuardianship of Minors -- Parental Appointment, Testamentary Guardians, and Judicial Appointment2240 wordsGuardianship of the Person -- Powers, Duties, and Limitations2066 wordsHealth Care Decision-Making for Incapacitated Persons -- Surrogate Consent and the UHCDA2158 wordsInstallment Sales, Private Annuities, and Self-Canceling Installment Notes (SCINs)2313 wordsIntestacy -- General Principles, Statutory Framework, and the Role of Descent and Distribution Statutes2191 wordsIntestate Rights of Parents, Siblings, and Collateral Relatives2193 wordsIntestate Share of the Surviving Spouse -- UPC and State Variations2119 wordsLimited Guardianship and Conservatorship -- Tailoring Authority to Individual Needs2054 wordsMedicaid Eligibility and Planning -- Income and Asset Rules, Lookback Period, and Penalty Period2172 wordsMedicaid Estate Recovery and OBRA 1993 Requirements1956 wordsMedicaid Trusts and Planning for Long-Term Care -- 42 U.S.C. Section 1396p2147 wordsMerger of Trusts -- When Legal and Equitable Title Unite2059 wordsModern Reforms and Abolition of the Rule Against Perpetuities in Selected Jurisdictions2024 wordsOverview of Guardianship and Conservatorship Law -- History, Terminology, and Reform2070 wordsOverview of the Federal Estate Tax -- IRC Sections 2001-20582077 wordsPay-on-Death and Transfer-on-Death Designations -- Uniform TOD Security Registration Act2223 wordsPortability of the Deceased Spousal Unused Exclusion (DSUE) Amount2051 wordsPowers of Appointment and the Rule Against Perpetuities2051 wordsQualified Personal Residence Trusts (QPRTs)2223 wordsQualified Terminable Interest Property (QTIP) Trusts2299 wordsResulting Trusts -- Purchase-Money and Failure-of-Express-Trust Resulting Trusts2238 wordsRevocable Inter Vivos Trusts as Will Substitutes2178 wordsSpecial Needs Trusts and Supplemental Needs Trusts1916 wordsSpendthrift Trusts -- Restraints on Alienation and Creditor Access1996 wordsStandby and Springing Guardianship Provisions2070 wordsState Estate and Inheritance Taxes -- Decoupling and Planning Considerations2006 wordsSupport Trusts -- Ascertainable Standards and Beneficiary Rights1967 wordsThe Federal Gift Tax -- IRC Sections 2501-2524 and the Annual Exclusion2229 wordsThe Generation-Skipping Transfer Tax -- IRC Sections 2601-26642590 wordsThe Gross Estate -- Inclusion Rules (IRC Sections 2033-2044)2082 wordsTrust Protectors and Dispute Resolution Mechanisms in Trust Instruments2186 wordsUndue Influence in Will Execution -- Presumptions, Burden-Shifting, and Proof2449 wordsUniform Real Property Transfer on Death Act -- TOD Deeds2256 wordsValuation of Assets for Estate and Gift Tax Purposes2264 wordsVeterans Benefits Planning -- Aid and Attendance, Pension, and Fiduciary Issues1957 words