DRAFTING WILLS & TRUST AGREEMENTS W/EFORMBOOK
Deskbook
ITEM #:  50091419   |   PUBLISHED:  OCTOBER 31, 2018
STANDARD PRICE
$499.00
DISCOUNTS WILL BE APPLIED DURING CHECKOUT, IF APPLICABLE.

Drafting Wills and Trust Agreements with eFormbook, 8th Edition

Authors: 
Todd D. Andrews, Andrea S. Breckner, Maggie D. Green, Seth A. Nielsen, J. Steve Nys, Michael P. Sampson, Jennifer Santini, Cameron Seybolt, Terry L. Slye, Sarah Sonday, Jayne Sykora & Ruthanne Hedstrom Vos

Contributing Authors: 
Laurie Hanson & James Lamm

The authors of Drafting Wills and Trust Agreements went above and beyond when producing this indispensable two-volume publication. Its two-column format serves to simplify the use of the forms and allows attorneys to more quickly see the reasoning for drafting considerations of substantive clauses throughout each form. It also makes it convenient for users 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, with the purchase of this manual, you'll receive electronic access to its companion eFormbook. The eFormbook offers 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! 

8TH EDITION
Why should you purchase the 8th edition of Drafting Wills and Trust Agreements with eFormbook? A committee of ten experienced Wills and Trusts attorneys have spent hundreds of combined hours to make the new edition of Drafting Wills and Trust Agreements the must-have resource for your practice.

If that is not enough, here are 10+ reasons why you need the 8th Edition of Drafting Wills and Trust Agreements with eFormbook:

    1. Joint Revocable Cabin Trust and comments have been completely revised and updated for the new edition. 
    2. Includes a new Miscellaneous Trust Documents chapter, with the documents you need when forming a trust or dealing with property in a trust. 
    3. Miscellaneous Clauses and Miscellaneous Documents have been completely reorganized so that you can easily find the clauses and documents that you need.  
    4. Includes brand new Miscellaneous Clauses and Miscellaneous Documents to help you in your drafting, along with accompanying comments for each new clause or document. These include a new Drop-In Cabin Trust, Stock Option Clause, Farm Clause, Gun Clause, and more. 
    5. All major forms have been updated with new Minnesota and Federal tax changes. 
    6. Health Care Directives (HCDs) have been completely revised to include five new forms: a long form HCD, short form HCD, amended HCD, Instructions to a Health Care Agent, and a new multi-page form with suggested language to include in an HCD, depending on your client’s needs. 
    7. The Postnuptial Agreement and  Antenuptial Agreement have been updated in light of the Minnesota Supreme Court’s recent decision in Kremer v. Kremer. 
    8. Trust forms have been updated to include a revised and improved definition of Independent Trustee expanding the class of trustees that fit within the definition. 
    9. Special Needs Trust has been updated with new language regarding distributions upon death and termination of the trust. 
    10. Pour-Over Will has been updated to resolve consistency issues. 
    11. Crummey Trust has been updated. 
    12. An all-new Subject Matter Index so that you can easily find the forms and information that you need. 

And much, much more!

VOLUME 1

CHAPTER 1
Essentials of Estate Planning 

CHAPTER 2
The Marital Deduction 

CHAPTER 3
Powers of Attorney

CHAPTER 4
Health Care Directive

CHAPTER 5
Nomination of Guardian

CHAPTER 6
Basic Will

CHAPTER 7
Will with Trusts

CHAPTER 8
Contingent/Disclaimer Family Trust Will 

CHAPTER 9
Maritalized Family Trust Will 

CHAPTER 10
Revocable Trust for a Single Person 

CHAPTER 11
Revocable Trust with Disclaimer

CHAPTER 12
Maritalized Revocable Trust

CHAPTER 13
Joint Revocable Trust

CHAPTER 14
Pour-Over Will to a Revocable Trust

CHAPTER 15
Miscellaneous Clauses

VOLUME 2

CHAPTER 16
Miscellaneous Documents 

CHAPTER 17
Miscellaneous Trust Documents 

CHAPTER 18
Beneficiary Designation

CHAPTER 19
Disclaimer

CHAPTER 20
Qualified Domestic Trust Will (QDOT) 

CHAPTER 21
Qualified Personal Residence Trust (QPRT) 

CHAPTER 22
Single Beneficiary Gift Trust (Crummey) 

CHAPTER 23
Irrevocable Life Insurance Trusts  

CHAPTER 24
Charitable Remainder Trusts 

CHAPTER 25
Charitable Lead Trusts 

CHAPTER 26
Revocable Trust for Retirement Plan Benefits 

CHAPTER 27
Special Needs Trust 

CHAPTER 28
Supplemental Needs Trust 

CHAPTER 29
Joint Revocable Cabin Trust 

CHAPTER 30
Digital Assets

CHAPTER 31
Antenuptial Agreement 

CHAPTER 32
Postnuptial Agreement 


Table of Authorities
Subject Index

The eFormbook is designed to be used in conjunction with the Drafting Wills and Trust Agreements manual. It provides practitioners with forms that can be downloaded and adapted to conform to the specific needs of individual clients. The eFormbook 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 alternate clauses and it is to your advantage to refer to the comments in the manual when deciding what to do with these clauses.

1A – Estate Planning and Will Information Form
1B – Estate Planning Engagement Agreement
1C – Dual Representation
2 – Marital Disposition Checklist
3A – Statutory Short Form Power of Attorney
3B – Limited Durable Power of Attorney
3C – General Durable Power of Attorney
3D – Revocation of Power of Attorney
3E – Certification of Copy
4A – Health Care Directive – Long Form
4B – Health Care Directive – Short Form
4C – Instructions for Health Care Agent – Short Form
4D – Health Care Directive – Amended Form
4E – Suggested Health Care Directive Language for Clients
4F – Wallet Insert Health Care Directive Notification
5A – Power of Attorney to Appoint Guardian of a Minor or Incapacitated Person Under Minn. Stat. § 524.5-211
5B – Designation of Standby or Temporary Custodian
6 – Basic Will
7 – Will with Trusts
8 – Contingent/Disclaimer Family Trust Will
9 – Maritalized Family Trust Will
10 – Revocable Trust for a Single Person
11 – Revocable Trust with Disclaimer
12 – Maritalized Revocable Trust
13A – Joint Revocable Trust with Disclaimer
13B – Joint Revocable Trust with Formula
14 – Pour-Over Will to a Revocable Trust
15A-1 – Special Gifts: Tangible Personal Property Clause
15A-2 – Special Gifts: Charitable Pecuniary Gift Makeup Clause
15B – Exercise of Power of Appointment
15C – Real Estate: Options to Purchase/Rights of First Refusal Clauses
15D-1a – Residue: Equalization Clause – Lifetime Gifts
15D-1b – Residue: Equalization Clause – Debt Owed by Beneficiary to Decedent
15D-2 – Residue: Charitable Residuary Makeup Clause
15E-1 – Trusts (Drop-In): Single Fund QTIP Marital Trust Incorporating Delaware Tax Trap
15E-2 – Trusts (Drop-In): Charitable Trust
15E-3 – Trusts (Drop-In): Education Trust
15E-4 – Trusts (Drop-In): House Trust Language for a Will or Revocable Trust
15E-5 – Trusts (Drop-In): Cabin Trust
15E-6 – Trusts (Drop-In): Vindictive In-Law Clause
15E-7 – Trusts (Drop-In): Supplemental Needs Trust
15F-1 – Fiduciary Provisions: Powers of Trustee over 529 Accounts
15F-2a – Fiduciary Provisions: Trustee Powers to Administer Particular Assets – Stock Options
15F-2b – Fiduciary Provisions: Trustee Powers to Administer Particular Assets – Mineral Interests
15F-2c – Fiduciary Provisions: Trustee Powers to Administer Particular Assets – Farms
15F-3 – Fiduciary Provisions: Silent Trust
15F-4 – Fiduciary Provisions: Trust Protector
15F-5 – Fiduciary Provisions: Directed Trust
15G-1 – General Governing Provisions: Cost of Living Adjustments
15G-2 – General Governing Provisions: No Contest
15G-3 – General Governing Provisions: Guns and Firearms
15H – Guardians and Conservators – Custody of Minor Children
15I-1 – Planning for Family Pets: Special Gift of Pet
15I-2 – Planning for Family Pets: Trust Provisions for Pets
15I-3 – Planning for Family Pets: Appointment of Trustee of Trust for Pets
16A – Affidavit of Attorney-in-Fact
16B – Certificates/Affidavits of Custodianship
16C – Codicil
16D – Consent and Waiver to Will/Revocable Trust
16E – International Will Certificate
17A – Revocable Trust Funding Letter
17B – Amendment to Trust (Article/Paragraph)
17C – Amendment & Restatement to Trust (Fully Superseding)
17D – Assignment of LLC Interests
17E – Assignment of Account; General Assignment of Tangible Personal Property
17H – Affidavit of Trustee in Real Property Transactions
17I – Certificate of Trust
17J – Delegation Form
17K-1 – Trustee Succession Documents: Notice of Appointment of Co/Successor Trustee (with Acceptance and Receipt)
17K-2 – Trustee Succession Documents: Removal and Appointment of Trustee/Independent Trustee
17K-3 – Trustee Succession Documents: Resignation of Trustee
19 – Disclaimer
20 – Qualified Domestic Trust Will
21 – Qualified Personal Residence Trust
22A – Crummey Withdrawal Notice Letter
22B – Single Beneficiary Gift Trust (“Crummey”)
23A – Irrevocable Life Insurance Trust
23B – Second-to-Die Irrevocable Life Insurance Trust
23C – Crummey Withdrawal Notice Letter
24A – Charitable Remainder Annuity Trust: One Life
24B – Charitable Remainder Unitrust: One Life
24C – Charitable Remainder Unitrust: Two Lives
25A – Charitable Lead Annuity Trust
25B – Charitable Lead Unitrust
26 – Revocable Trust for Retirement Plan Benefits
27 – Special Needs Trust
28 – Supplemental Needs Trust
29A – Joint Revocable Cabin Trust
29B – Operating Agreement Checklist for the Revocable Cabin Trust
30A – Digital Property Provision for a Will or Trust
30B – Authorization and Consent for Release of Electronically Stored Information
30C – Online Accounts and Digital Assets Organizer
31A – Antenuptial Agreement
31B – Letter Regarding Rights in Absence of Antenuptial Agreement
32 – Postnuptial Agreement

HARD COPY + eFORMBOOK:  $499

Other discounts that may apply:

Quantity discount:
Please email customerservice@minncle.org or call 800-759-8840 to inquire about bulk orders.

Owners of Hard Copy:
Access the eFormbook through your account on the Minnesota CLE website under My Account > eResources & Publications.

Q.

Do all Deskbooks have a companion eFormbook?

No, but as Deskbooks are updated, eFormbooks, if applicable, are included.

Q.

Once I’ve purchased a Deskbook that includes an eFormbook, how do I access it?

Access the eFormbook through your account on the Minnesota CLE website under My Account > eResources & Publications

Q.

Will I always have access to the Deskbook eFormbook?

Yes, you will always have access to the eFormbook as long as your Deskbook subscription is up-to-date.

Q.

Can I download the forms in my eFormbook?

Yes, and we recommend that you download all of the forms in your eFormbook so you can use them without Internet access.

STANDARD PRICE
$499.00
DISCOUNTS WILL BE APPLIED DURING CHECKOUT, IF APPLICABLE.
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