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Drafting Wills and Trust Agreements, 4th

New Edition

Michael L.M. Jordan

Binder/Looseleaf

Availability: Partial Stock Call 1.800.344.5008 for details.

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Description

This multivolume set provides a firm foundation for drafting any will or trust agreement using an estate planning system. Sets forth, in a form-and-comment format, the nuances of using the estate analysis checklists, as well as retrieving and analyzing family and financial information. Explains the federal tax law and state law pertinent to estate planning, with in-depth discussions on generation-skipping transfers and individual trustees. Identifies problem areas and possible solutions in using individuals as trustees. Provides suggestions for helping your client understand the estate plan.

Features

Forms and checklists necessary to complete a revocable trust agreement
Forms, checklists, and guidance necessary to complete community property revocable trust agreements
Information you need to complete the estate plan using wills
Forms, checklists, and guidance necessary to complete joint property joint trust agreements for use in common law states
Tools to prepare such irrevocable trust agreements as a Long-Term GST trust, a Crummey trust, and a 2053(c) trust

Summary Of Contents

Volume 1 - Trust Agreements
- How to Use this System
- Getting the Facts
- Basic Estate Planning
- Generation-Skipping Transfers
- Problems and Solutions in Using Individual Trustees
- How to Help the Client Understand the Plan
- Revocable Trust Agreements
- Creation of Share(s)/Trust(s) Marital Deduction Outright (Share A) Marital Deduction Power of Appointment Trust (Trust A) Qualified Terminable
- Interest Property Trust (Trust C) Reverse Qualified Terminable Interest Property Trust (Trust C-1) The Nonexempt GST Trust (Trust D) The Nonmarital Interest(s) (Share B Trust B)
- Trust A: Marital Deduction
- Trust C: The Qualified Terminable Interest Property Trust
- Trust C-1: The Reverse Qualified Terminable Interest Property Trust
- Share/Trust B
- Trust D
- Nondispositive Provisions
- Trust B for Named Beneficiary(ies)
- Trust Agreement Amendments
- Trust Agreement Checklists
Volume 2 - Wills
- Generation-Skipping Transfers
- Problems and Solutions in Using Individual Trustees
- Will Forms
- Marital Deduction Creation of Share A or Trust A and/or Trust C and GST Creation of Share(s)/Trust(s)
- Trust A: Marital Deduction
- Trust C: The Qualified Terminable Interest Property Trust
- Trust C-1: The Reverse Qualified Terminable Interest Property Trust
- Share/Trust B: Residuary Provisions
- Trust D Children Only Divide at Death of Settlor
- Nondispositive Provisions
- Trust B for Named Beneficiary(ies)
- Simple and Pour-Over Wills
- Codicils
- Will Checklists
Volume 3 - Joint and Community Property
- Introduction
- Community Property Revocable Trust Agreement
- Community Property Creation of Share(s)/Trust(s) Marital Deduction Power of Appointment Trust (Trust A)
- Qualified Terminable Interest Property Trust (Trust C) Reverse Qualified Terminable Interest Property Trust (Trust C-1) The Nonexempt GST Trust (Trust D) The Nonmarital Interest(s) (Share B - Trust B)
- Community Property Nondispositive Provisions
- Joint Property Revocable Trust Agreement
- Joint Property Creation of Share(s)/Trust(s) Marital Deduction Power of Appointment Trust (Trust A) Qualified Terminable Interest Property Trust (Trust C) Reverse Qualified Terminable Interest Property Trust (Trust C-1) The Nonexempt GST Trust (Trust D) The Nonmarital Interest(s) (Share B - Trust B)
- Joint Property Nondispositive Provisions
- Trust A: Surviving Spouse's Trust
- Trust C: The Qualified Terminable Interest Property Trust
- Trust C-1: The Reverse Qualified Terminable Interest Property Trust
- Share/Trust B
- Trust D: Children Only Divide at Death of Settler
- Alternate Trust Agreement Forms
- Trust Agreement Amendments
- Community Property/Joint Property Checklists
Volume 4 - Irrevocable Trust Agreements
- Long Term GST Trust
- Crummey Trust
- Crummey Trust Dispositive Provisions
- 2503(c) Trust for Minors
- Tables and Index
- Charitable Remainder Trusts
- Grantor Retained Trusts
- I.R.A. Management Trusts

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	Product Details
	Brand: Clark Boardman Callaghan Components: 4 Print Shelf Space: 1 ft. Update Frequency: Replacement Pages-Annually


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