DRAFTING WILLS & TRUST AGREEMENTS W/EFORMBOOK
Deskbook
ITEM #:  50091422   |   PUBLISHED:  MARCH 16, 2022
STANDARD PRICE
$499.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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Drafting Wills and Trust Agreements with eFormbook, 8th Edition

Authors: 
Todd D. Andrews, Andrea S. Breckner, Robert E. Lynn, Alison J. Midden, Seth A. Nielsen, J. Steve Nys, Michael P. Sampson, Jennifer S. Santini, Cameron Seybolt, Paula Stumne, Jayne Sykora & Ruthanne Hedstrom Vos

Contributing Authors: 
Laurie Hanson, James Lamm & Steven H. Snyder

The authors of Drafting Wills and Trust Agreements with eFormbook 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! 

2021 UPDATE
Why should you purchase the 2021 Update to Drafting Wills and Trust Agreements with eFormbook?
 A committee of 15 experienced estate planning attorneys have spent hundreds of combined hours to make the 2021 Update to Drafting Wills and Trust Agreements the must-have resource for your practice. The Update features 21 revised chapters and corresponding updated eForms included in your subscription!

If that is not enough, here are 10 reasons you need the 2021 Update:

  1. The Joint Revocable Cabin Trust has been fully revised and updated.
  2. The Update features a completely revised Joint Revocable Trust containing a survivor’s trust.
  3. The Update includes revised education trust provisions.
  4. The Update features updated language on distributions to charities.
  5. The Update features a new section on planning with partial QTIP elections.
  6. The Update features a brand-new drop-in article for clients with a professional practice.
  7. The Update includes new discussion on the tax deductibility of a health care agent’s costs.
  8. The revised forms include a new provision regarding environmental hazards on real property that becomes a part of a trust.
  9. The Update contains revised provisions throughout the Miscellaneous Clauses chapter.
  10. The Essentials of Estate Planning chapter has been completely updated.

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) 
(no longer being updated)

CHAPTER 22
Single Beneficiary Gift Trust (Crummey) 

CHAPTER 23
Irrevocable Life Insurance Trusts  

CHAPTER 24
Charitable Remainder Trusts 
(no longer being updated)

CHAPTER 25
Charitable Lead Trusts 
(no longer being updated)

CHAPTER 26
Revocable Trust for Retirement Plan Benefits 

CHAPTER 27
Special Needs Trust 
(no longer being updated)

CHAPTER 28
Supplemental Needs Trust 

CHAPTER 29
Joint Revocable Cabin Trust 

CHAPTER 30
Digital Assets

CHAPTER 31
Antenuptial Agreement 
(no longer being updated)

CHAPTER 32
Postnuptial Agreement 
(no longer being updated)


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
15E-8 – Trusts (Drop-In): Substance Use Problem Clauses
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
15J – Estate Planning Information Form: Assisted Reproductive Technology
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
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
26 – Revocable Trust for Retirement Plan Benefits
28 – Supplemental Needs Trust
29A – Joint Revocable Cabin Trust
29B – Operating Agreement Checklist for the Revocable Cabin Trust
30A-1 – Digital Property Authorization Provision for a Will or Trust
30A-2 – Digital Property Prohibition Provision for a Will
30B – Authorization and Consent for Release of Electronically Stored Information
30C – Online Accounts and Digital Assets Organizer

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.

Q.

Why won't my eforms download when using Google Chrome? What should I do?

Google has started to block the download of certain types of content in its latest versions of Chrome. One option you have is to switch to a different browser. To continue using Chrome, you can try the following:

Copy and paste chrome://settings/content/insecureContent into your Chrome browser address bar. In the "Allow" section, click the Add button. An "Add a Site" pop-up box should appear. Enter www.minncle.org in the box and click the Add button. You should now be able to open and download your eforms.

I understand and acknowledge the following:

  1. This Deskbook is a hard copy product that will be shipped to me.

  2. This Deskbook purchase opens a subscription for future Updates.

  3. Minnesota CLE will notify me of a pending Update prior to shipping and invoicing me for the Update. I may opt out upon receiving the notification.

  4. With my open subscription, future Updates will be offered to me at a discounted subscriber-only price.

  5. With my open subscription, future new editions of this Deskbook will be offered to me at a discounted subscriber-only price.

  6. I may opt out at any time, and I acknowledge that by opting out, my subscription will be closed, and I will no longer receive notifications of pending Updates.

STANDARD PRICE
$499.00
MSBA MEMBER, NEW LAWYER, AND OTHER DISCOUNTS, IF APPLICABLE, WILL BE APPLIED DURING CHECKOUT.
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