7 More Family Office Resources:

• Inter Vivos Trust Family Office Definition: Inter Vivos Trust Inter Vivos Trust definition:  see living trust definition for more information. Download our free Family Office Report to learn more about the family office industry. Read more Family Office Definitions Tags: What ...
• Expatriate Gifts or Bequests Family Office Definition: Expatriate Gifts or Bequests Expatriate Gifts or Bequests definition:  The recipient may be taxed on gifts or bequests received from expatriates (U.S. citizens that reside abroad).  Multi-national families should take consideration ...
• Uniform Transfers to Minors Act and/or Uniform Gifts to… Family Office Definition: Uniform Transfers to Minors Act and/or Uniform Gifts to Minors Act Uniform Transfers to Minors Act and/or Uniform Gifts to Minors Act definition:  State laws addressing custodial accounts and transfers of ...
• Gift Tax Family Office Definition: Gift Tax Gift Tax definition:  A gift tax is applied to the giver rather than the receiver. The receiver does not pay income tax on the gift transfer, but is liable ...
• Gift Causa Mortis Family Office Definition: Gift Causa Mortis Gift Causa Mortis definition:  A gift causa mortis transfers ownership at a later date as a conditional gift of the donor's anticipated death, while an inter vivos gift ...
• Unified Credit Family Office Definition: Unified Credit Unified Credit definition:  An IRS federal tax credit for lifetime gifts that exceed the annual gift exclusion amount.  A tax credit taken when a gift is made is subtracted ...
• Charitable Deduction Family Office Definition: Charitable Deduction Charitable Deduction definition:  The charitable deduction allows property to be transferred to an IRS-approved charity through a will or gift without being subject to gift or estate taxes. Lifetime ...