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WILL AND TRUST DRAFTING WITH FORMS Louis A. Mezzullo Luce, Forward, Hamilton & Scripps September 1, 2006 TABLE OF CONTENTS
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| I. | Introduction | 1 | ||
| A. | Disclaimer | 1 | ||
| B. | Acknowledgments | 1 | ||
| C. | Citations | 1 | ||
| II. | SUMMARY OF MATERIALS | 1 | ||
| III. | PURPOSE OF MATERIALS | 2 | ||
| IV. | GATHERING INFORMATION AND COMMUNICATING WITH THE CLIENT | 3 | ||
| A. | Well-Conceived Estate Plan | 3 | ||
| B. | Estate Planning Questionnaire | 3 | ||
| C. | Questionnaire Cover Letter | 4 | ||
| D. | Representing Spouses | 5 | ||
| E. | Letter Accompanying Documents | 5 | ||
| F. | L.E.O. 1515 Disclosure Letter | 6 | ||
| G. | Instruction Letter | 6 | ||
| H. | Letter Sending Confidential Estate Planning Questionnaire | 7 | ||
| I. | Confidential Estate Planning Questionnaire For a Married Couple | 9 | ||
| J. | Confidential Estate Planning Questionnaire For Individual Client | 19 | ||
| K. | Dual Representation Letter | 28 | ||
| L. | Cover Letter Sending Drafts of Documents | 30 | ||
| M. | L. E. O. 1515 Disclosure Letter | 32 | ||
| N. | Instruction Letter for Signing Documents | 34 | ||
| O. | Beneficiary Designation Letter | 37 | ||
| P. | Letter Sending Invoice | 40 | ||
| Q. | Update Letter with Attachments | 43 | ||
| V. | "SIMPLE" WILL | 52 | ||
| VI. | "POUR-OVER" WILL | 70 | ||
| VII. | JOINT TRUST FOR NON-TAXABLE ESTATE | 81 | ||
| VIII. | REVOCABLE TRUST FOR TAXABLE ESTATE | 92 | ||
| IX. | DISCLAIMER TRUST PROVISIONS | 120 | ||
| X. | GST PROVISIONS | 125 | ||
| A. | Planning to Avoid the GST Tax | 143 | ||
| XI. | THE DURABLE GENERAL POWER OF ATTORNEY | 153 | ||
| A. | Form 2848, Power of Attorney and Declaration of Representative | 168 | ||
| XII. | ADVANCE MEDICAL DIRECTIVE | 170 | ||
| XIII. |
DESIGNATION OF PERSON TO MAKE ARRANGEMENTS FOR [BURIAL] [DISPOSITION OF REMAINS] |
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