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  • CFP Exam 6
    CFP Exam 6

    CFP Exam 6

    By: Nicholas mercer
    Chapter 1- Overview, Chapter 2 - Ethics, Chapter 3 - Ownership ...
    25
    Decks
    514
    Flashcards
    5
    Learners
  • Tax Planning
    Tax Planning

    Tax Planning

    By: Kirt Thorne
    Module 1: Income Tax Fundamentals and Calculations, Module 2: Investment Vehicle Taxation, NII, Additional Medicare Tax and Education Planning, Module 3: Tax Reduction and Management Techniques - Charitable Gifts, Estates & Trusts, Kiddie Tax, and AMT ...
    6
    Decks
    308
    Flashcards
    1
    Learner
  • Equity and trusts
    Equity and trusts

    Equity and trusts

    By: Taylor Leandre
    Fiduciary duty, injunction, Charitable trust ...
    4
    Decks
    129
    Flashcards
    1
    Learner
  • Trusts and Future Interests
    Trusts and Future Interests

    Trusts and Future Interests

    By: Alli Counton
    Trust Validity, Transfer of the Beneficiary's Interest, Modification and Termination ...
    6
    Decks
    80
    Flashcards
    1
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  • EW SQE1 - Trusts
    EW SQE1 - Trusts

    EW SQE1 - Trusts

    By: Matt H
    1. Introduction, 2. Express Private Trusts, 3. Resulting Trusts ...
    8
    Decks
    247
    Flashcards
    1
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  • Estate Planning
    Estate Planning

    Estate Planning

    By: Sridhar Thakkalapally
    Overview of Estate Planning - Review Questions, Forms of Property Ownership -Review Questions, The Probate Process - Review Questions ...
    13
    Decks
    207
    Flashcards
    1
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  • Trusts
    Trusts

    Trusts

    By: Ed B
    Trust 2 - Creation express trust, Trust 3 - Beneficial entitlement, Trust 4 - Three Certainties ...
    22
    Decks
    228
    Flashcards
    1
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  • CEPA
    CEPA

    CEPA

    By: Jason Trefanenko
    Section 3: Exit Planning Reinvented, Section 4A: The need for exit planning, Section 4B: Overview of the exit planning process ...
    18
    Decks
    151
    Flashcards
    8
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  • Trusts
    Trusts

    Trusts

    By: Pieter Keushkerian
    Introduction, Trust Validity, Transfer of the Beneficiaries Interest ...
    8
    Decks
    70
    Flashcards
    2
    Learners
  • Catechism
    Catechism

    Catechism

    By: Hannah James
    Lesson 8 Church and Charitable works, L9 - New orientations of the apostolic activities, L11 - Mission thorugh family life . ...
    5
    Decks
    54
    Flashcards
    2
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  • Global Change
    Global Change

    Global Change

    By: Jacq Dennison
    Global Democratization, Geographies of state formation, Geographies of mobilization ...
    13
    Decks
    162
    Flashcards
    1
    Learner
  • Jonesy CFP
    Jonesy CFP

    Jonesy CFP

    By: Jonesy Chauvot
    Income Tax Chapter 8: Alternative Minimum Tax, Insurance, Income Tax: Chapter 9; Passive Activities ...
    21
    Decks
    301
    Flashcards
    1
    Learner
  • 2. Equity FE1
    2. Equity FE1

    2. Equity FE1

    By: Iain O'Connor
    Proprietary Estoppel, Undue Influence, Trusts ...
    9
    Decks
    117
    Flashcards
    1
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  • Trusts
    Trusts

    Trusts

    By: Kevin McGrath
    Trust Requisites, Will Substitutes, Charitable Trusts ...
    7
    Decks
    45
    Flashcards
    2
    Learners
  • Income Taxation
    Income Taxation

    Income Taxation

    By: Tom Anichini
    1 Income Tax Fundamentals, Alt Min, Business Entities ...
    7
    Decks
    96
    Flashcards
    1
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  • Trusts
    Trusts

    Trusts

    By: Torie DeGhett
    Introduction, Express Private Trusts, Charitable and Honorary Trusts ...
    8
    Decks
    179
    Flashcards
    1
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  • Trusts Law
    Trusts Law

    Trusts Law

    By: Kol Kol
    INTRO, Formalities and perfecting an imperfect gift, The Express Trust and the 3 Certainties ...
    5
    Decks
    208
    Flashcards
    1
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  • Trusts
    Trusts

    Trusts

    By: Samira Knight
    Oral Trust, Alienability and Creditor Trust, Trust Administration ...
    9
    Decks
    24
    Flashcards
    2
    Learners
  • OLFP104 - Tax Planning
    OLFP104 - Tax Planning

    OLFP104 - Tax Planning

    By: Manish Sinha
    Fundamental Tax Law, Gross Income, Income Tax Fundamentals ...
    10
    Decks
    108
    Flashcards
    1
    Learner
  • Estate Planning
    Estate Planning

    Estate Planning

    By: Tom Anichini
    11. Marital Deduction, 17 Generation Skipping Transfer Tax, 7. Gifting Strategies ...
    21
    Decks
    316
    Flashcards
    1
    Learner
  • Federal income tax
    Federal income tax

    Federal income tax

    By: Rory Murphy
    Charitable Donations, Tax and Income Generally
    2
    Decks
    58
    Flashcards
    1
    Learner
  • MEE Trusts
    MEE Trusts

    MEE Trusts

    By: Nicole Foster
    Basics, Trust Validity, Trust characteristics ...
    7
    Decks
    84
    Flashcards
    1
    Learner
  • Estate
    Estate

    Estate

    By: Madison M
    Methods of Property Transfer at Death, Characterisitics and Consequenses of Property Titling and Estate Planning Documents, Estate Tax Compliance and Tax Calculations, Sources for Estate Liquidity and Power of Appointment, Gifting Strategies, Gift Tax Compliance and Gift Tax Calculation ...
    10
    Decks
    220
    Flashcards
    1
    Learner
  • Trusts and Estates
    Trusts and Estates

    Trusts and Estates

    By: Alice Preminger
    Trustee's Fiduciary Duties, Wills, Trust Interests and Distributions ...
    19
    Decks
    179
    Flashcards
    1
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  • Equity and Trusts
    Equity and Trusts

    Equity and Trusts

    By: Eisha Mohammed
    Origins and basics, Express Trusts - three certainties, Express Trusts - Constitution and Formalities ...
    10
    Decks
    110
    Flashcards
    1
    Learner
  • Wills, Estates, and Trusts
    Wills, Estates, and Trusts

    Wills, Estates, and Trusts

    By: Carlee Pascual Hines
    Modules 1 & 2: Freedom of Disposition and Intestacy, Module 3: Will Formalities, Module 4 & 5: Wills Capacity, Contests, and Construction ...
    10
    Decks
    122
    Flashcards
    1
    Learner
  • Trusts
    Trusts

    Trusts

    By: Andrew Daffron
    Basic Functioning of Trusts, Transfer of Beneficiary's Interest, Modification and Termination of the Trust ...
    6
    Decks
    73
    Flashcards
    1
    Learner
  • Course 104 Tax Planning
    Course 104 Tax Planning

    Course 104 Tax Planning

    By: jeffpratt88@comcast.net Pratt
    Unit 1 Income Tax Fundamentals and Calculations: Inclusions and Exclusions From Income, Unit 2 Income Tax Fundamentals & Calulations: Deductions & Credits, Unit 3 Charitable/Philanthropic Contributions and Deductions ...
    5
    Decks
    107
    Flashcards
    1
    Learner
  • Trusts - Midterm 2
    Trusts - Midterm 2

    Trusts - Midterm 2

    By: Kara Ellison
    Ch5, Ch6 Formal Requirements for Some Express Trusts, Ch7 Public Policy ...
    5
    Decks
    59
    Flashcards
    1
    Learner
  • (Final) Trusts
    (Final) Trusts

    (Final) Trusts

    By: Jackson Prewitt
    Revocable Trusts; Will Substitutes, Charitable and Honorary Trusts, Transfer of Beneficiary's Interest ...
    8
    Decks
    95
    Flashcards
    1
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