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Drafting Wills and Trust Agreements, 4th

New Edition

Michael L.M. Jordan

Binder/Looseleaf

Last Updated: 11/2/2009

Availability: In Stock Details

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List Price for Set:

$692.00

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Description

This multivolume set provides a firm foundation for drafting any will or trust agreement using a checklist and clause-based estate planning system. Coverage ranges from basic short-form will documents to complex revocable and irrevocable trust agreements. The drafting library contains all of the clause language needed to create comprehensive estate planning documents. Each clause in the drafting library contains the suggested document language, along with corresponding plain-language client explanation text. In addition, author commentary helps explain the use and meaning of each clause for the drafting attorney. Use these materials for a straightforward and practical guide to drafting estate planning documents.

Features

Offers coverage of complex drafting techniques for taxable estates or special family situations
Provides practical, straightforward drafting advice for estate planning attorneys
Includes supporting documents such as letters, certificate of trust documents, release forms, client intake forms, and more
Features documents ranging from basic short-form wills to complex revocable and irrevocable trust agreements
Provides checklists for each document type to help select the appropriate language and to avoid overlooking important options
Contains drafting techniques for nontaxable estates using common estate planning documents such as short-form wills
Includes sample drafting scenarios with commentary regarding approaching each case, what information is needed, and possible drafting solutions
Features a drafting library containing all of the clause language needed to create comprehensive estate planning documents

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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