{"id":3965,"date":"2019-06-19T15:43:49","date_gmt":"2019-06-19T19:43:49","guid":{"rendered":"https:\/\/www.lindabury.com\/firm\/?p=3965"},"modified":"2025-12-31T14:25:31","modified_gmt":"2025-12-31T19:25:31","slug":"basic-estate-planning-terminology","status":"publish","type":"post","link":"https:\/\/www.lindabury.com\/firm\/insights\/basic-estate-planning-terminology.html","title":{"rendered":"Basic Estate Planning Terminology"},"content":{"rendered":"

One of the hallmarks of estate planning is the use of terms of art in legal documents. Terms of art are often encountered in a will or revocable trust. This article will discuss the Latin phrase \u201cper stirpes\u201d<\/em> and related concepts in the context of estate distributions to beneficiaries.<\/p>\n

A. Per Stirpes<\/strong>. The term \u201cper stirpes\u201d<\/em> literally means \u201cby roots or stocks.\u201d In the context of a disposition in a will or trust, the term is frequently used, for example, as part of a distribution to \u201csurviving descendants, per stirpes.<\/em>\u201d The term is defined in New Jersey law as follows:<\/p>\n

If a governing instrument requires property to be distributed \u201cper stirpes,\u201d the property is divided into as many equal shares as there are: (1) surviving children of the designated ancestor; and (2) deceased children who left surviving descendants. Each surviving child is allocated one share. The share of each deceased child with surviving descendants is allocated in the same manner, with subdivision repeating at each succeeding generation until the property is fully allocated among surviving descendants.<\/p><\/blockquote>\n

Continue Reading \u203a<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"

One of the hallmarks of estate planning is the use of terms of art in legal documents. Terms of art are often encountered in a will or revocable trust. This article will discuss the Latin phrase \u201cper stirpes\u201d and related concepts in the context of estate distributions to beneficiaries. A. Per Stirpes. The term \u201cper […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[65,343],"tags":[],"coauthors":[139],"class_list":["post-3965","post","type-post","status-publish","format-standard","hentry","category-insights","category-wills-trusts-estates-insights"],"acf":[],"yoast_head":"\nBasic Estate Planning Terminology — June 19, 2019 — Lindabury, McCormick, Estabrook & Cooper, P.C. Firm News & Events<\/title>\n<meta name=\"description\" content=\"One of the hallmarks of estate planning is the use of terms of art in legal documents. Terms of art are often encountered in a will or revocable trust.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.lindabury.com\/firm\/insights\/basic-estate-planning-terminology.html\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Basic Estate Planning Terminology — June 19, 2019 — Lindabury, McCormick, Estabrook & Cooper, P.C. Firm News & Events\" \/>\n<meta property=\"og:description\" content=\"One of the hallmarks of estate planning is the use of terms of art in legal documents. 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