Trusts & Estates

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Across
  1. 2. trust meant to last for generations
  2. 5. small gifts that aren't subject to tax
  3. 6. tax imposed for transfer made during life
  4. 10. an ascertainable standard of trust distribution
  5. 14. investment rule trustee must follow
  6. 15. person appointed to settle an estate
  7. 17. party that steps in when trustee resigns
Down
  1. 1. fiduciary appointed over minor children
  2. 3. trust created where settlor gets an annuity for a term of years remainder to noncharitable beneficiaries
  3. 4. another name for a revocable trust
  4. 7. handwritten will
  5. 8. type of trust where income is taxable to Settlor
  6. 9. minimum interest rate required for intra family loans
  7. 11. person who creates a trust
  8. 12. tax calculated based on value of assets owned at death
  9. 13. person who can receive trust distributions
  10. 16. period of time when estate tax return must be filed after death