可撤销生前信托：一种在生前和死后用于避免认证并对财产提供管理的工具。
2. Property Power of Attorney: Instrument used to allow an agent you name to manage your property.
财产授权书：允许您指定的代理人代您管理您的财产文件。
3. Health Care Proxy: Instrument used to allow a person you name to make health care decisions for you should you become incapacitated.
医疗保健授权书：如果您失去行为能力，这份文件可以使您指定的人为您做医疗保健决定。
4. Annual Gift Tax Exclusion: Technique to allow gifts without the imposition of estate or gift taxes and without using lifetime exclusion.
年度赠与税豁免：每年允许赠与的额度，而不需要交付遗产税或赠与税，也不需要使用终生遗产税豁免额。
5. Irrevocable Life Insurance Trust (ILIT): A trust created during life that is designed to own and be the beneficiary of life insurance, usually used to prevent estate taxes on insurance proceeds received at the death of an insured. While other property such as stocks, bonds, mutual funds, real estate and business investments can be gifted to an ILIT, most ILITs simply own life insurance and are funded by cash gifts made to the trust by the grantor.
不可撤销的人寿保险信托：此信托用于拥有人寿保险并成为受益者，通常用于防止在被保险人死亡后对其保险收益征收遗产税。尽管各种资产如股票、基金、不动产和商业投资可以放入信托内，但大部分ILIT仅仅拥有人寿保险且由设立者放入现金礼物注资。
6. Family Limited Partnership: An entity used to:
家族有限合伙：该实体用于：
（1） Provide asset protection for partnership property from the creditors of a partner;
为合伙财产提供资产保护，使其不受合伙人债权人的侵害;
（2） Provide protection for limited partners from creditors;
为有限合伙人提供债权人保护;
（3） Enable gifts to children and parents maintaining management control;
父母在保持对合伙的管理控制的同时可以对子女进行赠与;
（4） Reduce transfer tax value of property.
降低财产转让税价值。
7. Children’s or Grandchildren’s Irrevocable Education Trust: A trust used by parents and grandparents for a child’s or grandchild’s education.
子女或孙子女的不可撤销教育信托：父母和祖父母用于子女或孙子女教育的信托。
8. Charitable Remainder Interest Trust: A trust whereby donors transfer property to a charitable trust and retain an income stream from the property transferred. The donor receives a charitable contribution income tax deduction, and avoids a capital gains tax on transferred property.
慈善余剩权益信托：捐赠人将财产转移给慈善信托，并保留从转让财产中获得稳定收入来源的信托。捐赠者获得慈善捐助所得税减免，并避免对转让财产征收增值税。
9. Fractional Interest Gift: Allows a donor to transfer partial interests in real property to donees and obtain fractional interest discounts for estate and gift tax purposes.
部分利益赠与：允许捐赠者将不动产的部分权益转让给受赠人，并获得用于遗产税和赠与税目的的部分利益折扣。
10. Private Foundation: An entity used by higher-wealth families to receive charitable income, gift, or estate tax deduction while allowing the family to retain some control over the assets in the foundation.
私人基金会：高收入家庭用来接收慈善收入，赠与或遗产税减免的实体，同时允许家庭保留对基金会资产的部分控制权。