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Will And Trust Drafting with FORMS

Entire text, which includes

1. Complete “Simple” Will – 18 pages
2. Complete “Pour Over” Will – 9 pages
3. Revocable Trust For Taxable Estates – 27 pages
4. Joint Trust For Nontaxable Estates – 12 pages
5. Generation Skipping Tax “GST” Provisions – 27 pages
6. Client Letters & Questionnaires

 The entire 176-page
FORMS BOOK can be purchased
and downloaded immediately
for only $49.00 Click here.

Tips For Avoiding Recurring Deficiencies In Drafting Wills And Trusts

Entire text, which includes these FORM Clauses:
1. Marital Bequest: Survivorship Alternatives - 8 pages
2. Special Share For Disclaimed Property - 1 page
3. Generous “Double Standard” Discretion Over Distributions - 1 page
4. Special Power To Terminate Son’s or Daughter’s Trust - 2 pages
5. Powers of Appointment - Short and Long Forms - 3 pages
6. Pour-Over To Inter Vivos Trust - 1 page
7. Nomination and Authority of Trustees - 2 pages
8. Nomination and Authority of Executor - 2 pages
9. Trust Investment and P&I Provisions, to protect MD - 1 page
10. Protective Provision For Beneficiary - Trustee - 1 page
11. Transactions With Beneficiaries And Other Fiduciaries - 1 page
12. Saving Clause: Rule Against Perpetuities - 1 page
13. Important Definitional Provisions - 2 pages
14. Staggered Distribution of Child’s/Grandchild’s Trust - 1 page
15. Flexibility In Dealing With Illustrative Variations in Shares, Classes or Conditions - 2 pages

 The entire 104-page BOOK
with FORM Clauses can be purchased and downloaded immediately
for only $49.00 Click here.

Defective Grantor Trusts: How To Plan And Draft

Entire text, which includes
5 Sample FORMS. See Table Of Contents for topics.

 The entire 67-page
FORMS BOOK can be purchased
and downloaded immediately
for only $29.00 Click here.

The Dynasty Trust: Creating the Gift That Will Keep On Giving with FORMS

Entire text, which includes
34-page Dynasty Trust Sample FORM. See Table Of Contents for topics.

 The entire 87-page
FORMS BOOK can be purchased
and downloaded immediately
for only $29.00 Click here.

How To Plan And Draft While The Laws Are In Limbo

Entire text, which includes:
1. Disclaimer Will with Trust Provision for Spouse and Children – 19 pages
2. Clayton Clause – 1 page
3. SCIN: Purchase Agreement and Promissory Note – 6 pages
4. Private Annuity Agreement – 3 pages
5. Grantor Retained Annuity Trust – 28 pages

 The entire 152-page
FORMS BOOK can be purchased
and downloaded immediately
for only $49.00 Click here.

Introduction To Estate Planning

Entire text, which includes

1. Simple Will–  13pages 

2. Living Trust – 15 pages 

3. Pour-Over Will - 5 pages

4. Durable Power of Attorney - 9 pages

5. Health Care Directive - 7 pages

 The entire 125-page
FORMS BOOK can be purchased
and downloaded immediately
for only $49.00 Click here.

Intermediate Estate Planning

Entire text, which includes

1. Marital Deduction: Outright With Disclaimer Option –  1 page  

2. Power of Appointment Trust – 2 pages

3. QTIP Trust - 2 pages

4. Tax Clause To Be Used With A QTIP Trust - 2 pages

5. Retirement Plan Beneficiary Designation Provision - 1 page

6. QTIP Trust Plan Beneficiary Designation Language - 2 pages

7. Irrevocable Life Insurance Trust - 31 pages 

 The entire 110-page
FORMS BOOK can be purchased
and downloaded immediately
for only $49.00 Click here.

Business Entities: Making The Right Choice

Entire text, which includes

1. LLC Operating Agreement –  12 pages 

2. Family Limited Partnership Agreement – 18 pages 

 The entire 159-page
FORMS BOOK can be purchased
and downloaded immediately
for only $49.00 Click here.

Advising The Purchaser Or Seller Of A Business

Entire text, which includes

1. Sample Asset Purchase Agreement – 41 pages
2. Sample Stock Purchase Agreement – 45 pages
3. Cross Purchase Buy-Sell Agreement – 11 pages
4. Entity Purchase Buy-Sell Agreement – 14 pages

 The entire 260-page
text and forms can be purchased
and downloaded immediately
for only $49.00 Click here.

The Marital Deduction: An In-Depth Review With FORMS

Entire text, which includes
14 FORMS. See Table Of Contents for topics.

 The entire 144-page
text and forms can be purchased
and downloaded immediately
for only $49.00 Click here.

GRATs, QPRTs  and SCINs: Key Planning And Drafting Strategies With FORMS

Entire text, which includes
4 FORMS. See Table Of Contents for topics.

 The entire 144-page
FORMS BOOK can be purchased
and downloaded immediately
for only $49.00 Click here.

Drafting Life Insurance Trusts That Work Including GSTT Issues

Entire text, which includes
Irrevocable Life Insurance Trust – 53 pages

 The entire 153-page
text and forms can be purchased
and downloaded immediately
for only $49.00 Click here.