A glossary of legal terms to help you understand the intricacies of estate planning, trust administration, probate, asset protection, business formation and succession planning.
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7520 RateThe interest rate for a particular month is the rate that is 120 percent of the applicable federal midterm rate (compounded annually) for the month in which the valuation date falls
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709 Gift Tax ReturnAn IRS tax form used for transfers subject to the federal gift and certain generation-skipping transfer (GST) taxes, and for allocation of the lifetime
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Valuation DiscountingA valuation method used to estimate the attractiveness of an investment opportunity in order to discount the value of the asset.
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Trust ProtectorA person or entity who can make certain limited changes to the trust, such as fill in a Trustee vacancy, interpret trust terms, move the administration of the trust to a new state, or grant certain powers to the Trustee or to a beneficiary.
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TrusteeTrustee, For more information on this topic, contact us at http://geigerlawoffice.com/contact.cfm or call (760) 448-2220
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Spendthrift TrustSpendthrift Trust, For more information on this topic, contact us at http://geigerlawoffice.com/contact.cfm or call (760) 448-2220
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Short-Term GRATShort-Term GRAT, For more information on this topic, contact us at http://geigerlawoffice.com/contact.cfm or call (760) 448-2220
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Self-Settled Asset Protection TrustSelf-Settled Asset Protection Trust, For more information on this topic, contact us at http://geigerlawoffice.com/contact.cfm or call (760) 448-2220
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Rolling GRATRolling GRAT, For more information, visit us at http://geigerlawoffice.com/contact.cfm or call (760) 448-2220 to schedule an appointment at Geiger Law Office
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Revocable TrustRevocable Trust, For more information, visit us at http://geigerlawoffice.com/contact.cfm or call (760) 448-2220 to schedule an appointment at Geiger Law Office