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General Will And
Revocable Trust Drafting
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Length 1.6 Hour
Date 1/3/20 |
Table of Contents
54-Pages |
If you plan and/or draft Wills and/Revocable Trusts,
you will want to listen to this very useful January 3, 2020, 1.6-hour (100
minute) program.
Ira Mark Bloom, Esquire, a nationally-recognized speaker and author on these
topics, provides a comprehensive explanation of the provisions which should be
included in Wills and Revocable Trusts. Many helpful sample clauses are
included.
Mr. Bloom is the Justice David Josiah Brewer Distinguished Professor of Law at
Albany Law School where he teaches,
inter alia, Individual Income Taxation, Estate Planning, Property, and Trusts
and Estates. Professor Bloom is also the co-author of eleven law school
casebooks on tax and trusts and estates.
Major topics include:
Effect of mandatory, and default, state laws
General Will Drafting
- pre-residuary: heading; exordium clause; family identifications; definitions
and constructions; fiduciaries; payment of debts, expenses and taxes; abatement;
tangible personal property
- residuary clauses: predeceased beneficiaries; provisions for minors; outright
to two or more persons; powers; allowing an executor access to fiduciary assets;
power to exercise a power of appointment
- more
Will execution
Drafting revocable trusts
- heading; introductory paragraph; trust name and family identifications; the
trust estate; during the settlor's lifetime: reserved rights; payments; more
- after the settlor dies: payment of debts, expenses and taxes; dispositive
provisions; the residuary trust estate: if spouse survives (Clayton and QTIP);
if spouse does not survive; survivor provisions; spendthrift provisions; trustee
provisions: powers including to amend or modify, to give general power of
appointment to beneficiaries to achieve basis stepup, to allocate income and
principle
- perpetuities savings provision
- distributions and accumulations
- definitions
- more
Execution of the revocable trust
FORMS FOR LAWYERS: For fully-editable immediately downloadable forms in many practice areas, please go to www.NLFforms.com.
BOOKS FOR LAWYERS: Over
125 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)
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