ÿþ <head> <title>Drafting Wills and Trust Agreements, 6th Edition - Forms Included</title> <base target="_self"> <style> <!-- li.MsoNormal {mso-style-parent:""; margin-bottom:.0001pt; font-size:12.0pt; font-family:"Times New Roman"; margin-left:0in; margin-right:0in; margin-top:0in} --> </style> </head> <p style="margin-top: 6px; margin-bottom: 24px"> <font face="Arial" size="3" color="#000000"> <b>Drafting Wills and Trust Agreements, 6th Edition</b></font></p> <p style="margin-top: 0; margin-bottom: 6px"> <font face="Arial" color="#CC6633" size="4">Forms Included on CD-ROM </font></p> <table border="0" width="100%" cellspacing="12" cellpadding="0" id="table1"> <tr> <td align="left" valign="top">&nbsp;</td> <td align="left" valign="top" width="100%"> <p style="margin-top: 0; margin-bottom: 6px"><font face="Arial"><b>About the CD-ROM</b></font></p> <blockquote> <p style="margin-top: 0; margin-bottom: 9px"> <font face="Arial" size="2"><b>What Is It...</b></font></p> <p style="margin-top: 0; margin-bottom: 9px"> <font face="Arial" size="2">This CD-ROM contains all of the forms found in Minnesota Continuing Legal Education s Drafting Wills and Trust Agreements, 6th Edition. It provides practitioners with basic forms, which they can adapt to conform to the specific needs of their individual clients. </font></p> <p style="margin-top: 0; margin-bottom: 9px"> <font face="Arial" size="2">This is designed to be used in conjunction with the Drafting Wills and Trust Agreements, 6th Edition manual. The CD-ROM does not include any of the comments found in the manual, therefore, it is beneficial for you to follow along in the manual to assist you in filling out the forms. Several of the forms contain optional and alternative clauses and it is to your advantage to refer to the comments in the manual when deciding what to do with these clauses.</font></p> <p style="margin-top: 0; margin-bottom: 9px"> <font face="Arial" size="2"><b>Why Should I Buy It...</b></font></p> <p style="margin-top: 0; margin-bottom: 9px"> <font face="Arial" size="2">The simplest reason& SAVE TIME! To save you and your staff the time and trouble of setting up these forms on your equipment, Minnesota CLE provides them in Microsoft Word format. This CD-ROM gives you quick, accurate access to many forms. Simply customize the forms to fit your clients individual needs.</font></p> <p style="margin-top: 0; margin-bottom: 9px"> <font face="Arial" size="2"><b>What Do I Need To Use It& </b></font></p> <p style="margin-top: 0; margin-bottom: 6px"> <font face="Arial" size="2">Available in Microsoft Word, the forms can be customized to fit your specific system requirements (e.g., page formats, line formats, typestyles, print formats).<br> &nbsp;</font></p> </blockquote> <p style="margin-top: 0; margin-bottom: 6px"><b><font face="Arial">List of Forms</font></b></td> </tr> <tr> <td align="left" valign="top">&nbsp;</td> <td align="left" valign="top" width="100%"> <table border="0" width="100%" id="table3" cellspacing="0" cellpadding="5"> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">1A</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Estate Planning and Will Information Form</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">1B</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Estate Planning Retainer Agreement</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">2</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Basic Will</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">3A</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Statutory Short Form Power of Attorney</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">3B</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Limited Durable Power of Attorney</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">3C</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">General Durable Power of Attorney</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">3D</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Power of Attorney to Appoint Guardian of a Minor or Incapacitated Person</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">3E</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Designation of Standby or Temporary Custodian</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">4</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Health Care Directive</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">4A</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Nomination of Guardian</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">5</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Will for Single Parent</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">6</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Revocable Trust for Single Person</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">6A</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Pour-Over Will to Revocable Trust for Single Person</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">7</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Contingent/Disclaimer Family Trust Will</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">8</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Maritalized Family Trust Will</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">8A</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Spouse s Contingent Pour-Over Will</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">9</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Revocable Trust with Disclaimer</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">10</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Maritalized Revocable Trust</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">10A</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">APour-Over Will to Maritalized Trust</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">12</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Joint Revocable Trust</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">13</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Annual Exclusion ( Crummey ) Trust</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">14</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Antenuptial Agreement</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">15</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Postnuptial Agreement</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">16</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Qualified Domestic Trust Will ( QDOT )</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">17</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Qualified Personal Residence Trust ( QPRT )</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">18</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Irrevocable Trust Agreement</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">19A</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Charitable Remainder Annuity Trust Agreement</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">19B</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Charitable Remainder Unitrust Agreement</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">20A</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Disclaimer (Probate)</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">20B</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Disclaimer (Non-Probate)</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">21</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Special Needs Trust</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">22</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Supplemental Needs Trust</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">23</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Joint Revocable Cabin Trust</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">24A</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Codicil</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">24B</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Certificate of Trust</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">24C</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Affidavit of Trustee in Real Property Transactions</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">24D</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Affidavit by Attorney-in-Fact</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">24E</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Amendment to Trust (Article/Paragraph)</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">24F</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Amendment to Trust (Fully Superseding)</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">24G</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Consent and Waiver to Will/Revocable Trust</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">24H</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Supplemental Needs Trust</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">24I</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Revocable Trust Funding Letter</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">24J</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Certificates/Affidavits of Custodianship</font></b></td> </tr> <tr> <td align="center" valign="top"> <p style="margin-top: 0; margin-bottom: 0"> <font face="Arial" size="2">24K</font></td> <td width="100%"> <p style="margin-top: 0; margin-bottom: 0"><b> <font face="Arial" size="2">Exercise of Power of Appointment</font></b></td> </tr> <tr> <td align="center" valign="top"> <font face="Arial" size="2">26A</font></td> <td width="100%"> <b><font face="Arial" size="2">Charitable Lead Annuity Agreement</font></b></td> </tr> <tr> <td align="center" valign="top"> <font face="Arial" size="2">26B</font></td> <td width="100%"> <b><font face="Arial" size="2">Charitable Lead Unitrust Agreement</font></b></td> </tr> </table> </td> </tr> </table>