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Drafting Wills and Trust Agreements, 6th Edition

Authors:
Todd D. Andrews, Andrea S. Breckner, Joyce M. James, Thomas E. Lund, Leigh D. Mathison, Gary D. McDowell, John E. Olmon, John W. Provo, Stanley M. Rein, Mark T. Signorelli, Terry L. Slye, Mavis J. Van Sambeek and Alan J. Yanowitz


PUBLISHED JUNE 2008
PRODUCT #: 50-942-08  |  BOOK ONLY  |  $275
PRODUCT #: 59-942-08  |  BOOK + CD-ROM CONTAINING FORMS  |  $395
PRODUCT #: 55-942-08  |  FORMS ON CD-ROM ONLY (MUST CURRENTLY OWN DESKBOOK)  |  $195 **
** PLEASE NOTE:  Only owners of the current edition of the Drafting Wills and Trust Agreements book may exercise the option to purchase just the forms on CD-ROM.  Please call Minnesota CLE at 651-227-8266 or 800-759-8840 to order.

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TO ORDER:  Order online or call 651-227-8266 or 800-759-8840

New and completely revised! The authors of Drafting Wills and Trust Agreements have gone above and beyond to produce the 6th Edition of this indispensible publication. The 6th Edition is now presented in a two-volume deskbook set which departs from the traditional Minnesota CLE format because it contains two columns in all areas where forms are presented. The two-column format serves to simplify the use of the forms as well as to allow attorneys to more quickly see drafting considerations throughout each form and to add their own annotations to their personal edition of this book.

As the leading practitioners in their fields, the authors have designed, written, and edited this book to offer vital information regarding any and every estate plan. Drafting Wills and Trust Agreements has become a cornerstone of Minnesota CLE’s educational publications and an invaluable tool to attorneys across the board. The general practitioner creating wills for family members and the probate specialist alike will find the analyses, case law, and sample forms contained herein to be complete and authoritative sources of estate and trust knowledge. Moreover, as a companion to the manual, Minnesota CLE offers a CD-ROM filled with non-annotated, customizable copies of the myriad documents discussed in the text, which can be adjusted to suit the preferences of any user. Drafting Wills and Trust Agreements is simply the best resource available on estate planning in Minnesota. Get yours today!

PLEASE NOTE
The price of Drafting Wills and Trust Agreements includes any updates that have been published at the time of purchase. In addition, any update that is published within 3 months of the date of purchase will also be sent free of charge. Your manual will be automatically updated annually.

TABLE OF CONTENTS

CHAPTER 1
Essentials of Estate Planning
Estate Planning and Will Information Form; Estate Planning Retainer Agreement

CHAPTER 2
Basic Will

CHAPTER 3
Powers of Attorney
Statutory Short Form Power of Attorney;  Limited Durable Power of Attorney;  General Durable Power of Attorney;  Power of Attorney to Appoint Guardian of a Minor or Incapacitated Person;   Designation of Standby or Temporary Custodian

CHAPTER 4
Health Care Directive

CHAPTER 4A
Nomination of Guardian

CHAPTER 5
Will for Single Parent

CHAPTER 6
Revocable Trust for Single Person

CHAPTER 6A
Pour-Over Will to Revocable Trust for Single Person

CHAPTER 7
Contingent/Disclaimer Family Trust Will

CHAPTER 8
Maritalized Family Trust Will

CHAPTER 8A
Spouse’s Contingent Pour-Over Will

CHAPTER 9
Revocable Trust with Disclaimer

CHAPTER 10
Maritalized Revocable Trust

CHAPTER 10A
Pour-Over Will to Maritalized Trust

CHAPTER 11
Beneficiary Designation

CHAPTER 12
Joint Revocable Trust

CHAPTER 13
Annual Exclusion (“Crummey”) Trust

CHAPTER 14
Antenuptial Agreement

CHAPTER 15
Postnuptial Agreement

CHAPTER 16
Qualified Domestic Trust Will (“QDOT”)

CHAPTER 17
Qualified Personal Residence Trust (“QPRT”)

CHAPTER 18
Irrevocable Trust Agreement

CHAPTER 19
Charitable Remainder Trust
Charitable Remainder Annuity Trust; Charitable Remainder Unitrust

CHAPTER 20
Probate and Non-Probate Disclaimer
Disclaimer – (Probate); Disclaimer – (Non-Probate)

CHAPTER 21
Special Needs Trust

CHAPTER 22
Supplemental Needs Trust

CHAPTER 23
Joint Revocable Cabin Trust

CHAPTER 24
Miscellaneous Documents
Codicil; Certificate of Trust; Affidavit of Trustee in Real Property Transactions; Affidavit by Attorney-in-Fact; Amendment to Trust (Article/Paragraph); Amendment to Trust (Fully Superseding); Consent and Waiver to Will/Revocable Trust; Supplemental Needs Trust; Revocable Trust Funding Letter; Certificates/Affidavits of Custodianship; Exercise of Power of Appointment

CHAPTER 25
Forms on CD-ROM

 
Order online or call 651-227-8266 or 800-759-8840.
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