Authors:
Andrea S. Breckner, Matthew Frerichs, Paul Funke, Robert E. Lynn, Alison J. Midden, , J. Steve Nys, Michael P. Sampson, Jennifer S. Santini, Cameron Seybolt, Paula Stumne, Jayne Sykora, Edward Tully & 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!
NEW 9th EDITION
Why should you purchase the New Edition of Drafting Wills and Trust Agreements with eFormbook? A committee of 12 experienced wills and trusts attorneys have spent hundreds of combined hours to make the New 9th 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 New 9th Edition:
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
VOLUME 2
CHAPTER 14
Pour-Over Will to a Revocable Trust
CHAPTER 15
Miscellaneous Clauses
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
Single Beneficiary Gift Trust (Crummey)
CHAPTER 22
Irrevocable Life Insurance Trusts
CHAPTER 23
Revocable Trust for Retirement Plan Benefits
CHAPTER 24
Supplemental Needs Trust
CHAPTER 25
Joint Revocable Cabin Trust
CHAPTER 26
Digital Assets
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
21A – Crummey Withdrawal Notice Letter
21B – Single Beneficiary Gift Trust (“Crummey”)
22A – Irrevocable Life Insurance Trust
22B – Second-to-Die Irrevocable Life Insurance Trust
22C – Crummey Withdrawal Notice Letter
23 – Revocable Trust for Retirement Plan Benefits
24 – Supplemental Needs Trust
26A – Joint Revocable Cabin Trust
26B – Operating Agreement Checklist for the Revocable Cabin Trust
26A-1 – Digital Property Authorization Provision for a Will or Trust
26A-2 – Digital Property Prohibition Provision for a Will
26B – Authorization and Consent for Release of Electronically Stored Information
26C – Online Accounts and Digital Assets Organizer
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