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, Cameron Seybolt, Terry L. Slye, Mavis J. Van Sambeek & Alan J. Yanowitz

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

Disclaimer

 

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

 

CHAPTER 26

Charitable Lead Agreement
Charitable Lead Annuity Agreement; Charitable Lead Unitrust Agreement

 

CHAPTER 27

Marital Deductions

 

CHAPTER 28

Miscellaneous Clauses

 

CHAPTER 29

Domestic Partner Will