7 More Family Office Resources:

• Qualified Terminable Interest Property Trust Family Office Definition: Qualified Terminable Interest Property Trust Qualified Terminable Interest Property Trust definition:  A qualified terminable interest property trust (QTIP) a type of marital trust that provides lifetime income to a surviving spouse. ...
• Qualified Personal Residence Trust Family Office Definition: Qualified Personal Residence Trust Qualified Personal Residence Trust definition:  (QPRT) transfers your residence to beneficiaries at your death or after a specified number of years.  The residence is held by an ...
• Qualified Annuity Family Office Definition: Qualified Annuity Qualified Annuity definition:  A qualified annuity is 'qualified' by the IRS to grow tax-free until distributions are made. Contributions are made with pre-tax dollars, and distributions are taxed as ...
• Qualified Investor Family Office Definition: Qualified Investor Qualified Investor definition:  see accredited investor 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 is qualified ...
• Marital Trust Family Office Definition: Marital Trust Marital Trust definition:  A marital trust transfers your estate to a spouse, while also protecting the inheritance for your children.  The surviving spouse is not permitted to leave the ...
• Estate Trust Family Office Definition: Estate Trust Estate Trust definition:  An estate trust is a type of marital trust that provides discretionary income to a surviving spouse.  Principal and income are transferred to the estate of ...
• General Power-of-Appointment Marital Trust Family Office Definition: General Power-of-Appointment Marital Trust General Power-of-Appointment Marital Trust definition:  A general power-of-appointment marital trust is a type of marital trust that provides lifetime income to a surviving spouse. The surviving spouse ...