Drafting Wills and Trust Agreements, 4th

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Providing the forms, checklists, and guidance you need to efficiently and effectively draft all types of wills and trusts, Drafting Wills and Trust Agreements is an essential resource for practitioners involved with estate planning matters.

Coverage ranges from basic short-form will documents to complex revocable and irrevocable trust agreements. Author commentary explains the use and meaning of each clause, and each clause in the drafting library contains the suggested document language, along with corresponding plain-language text for explanation to clients.

Author commentary also includes tips on:

Gathering family and financial data
Selecting the best clauses
Preparing a finished, signature-ready document

This multivolume set provides sample drafting scenarios and drafting solutions and checklists for each document type to help you select appropriate language so that you don't overlook important options.

Summary of contents
Replacement pages

Volume One
- Part One -- Drafting Techniques for Estate Planners
  Chapter
  1. Basic Estate Planning Concepts and Drafting Techniques
  2. Changing Landscape of Estate Planning
  3. Estate Planning Techniques for Small and Moderate-Sized Estates
  4. Estate Planning Techniques for Taxable Estates
  5. Special Drafting Considerations
  6. Planning for Generation-Skipping Transfers
- Part Two -- Drafting Scenarios for Estate Planners
  1. Use of Estate Planning Drafting Scenarios
  2. Drafting Scenarios for Married Individuals with Children
  3. Drafting Scenarios for Married Individuals with No Children
  4. Drafting Scenarios for Domestic Partners with No Children
  5. Drafting Scenarios for Domestic Partners with Children
  6. Drafting Scenarios for Single Individual with Children
  7. Drafting Scenarios for Single Individual with No Children
  8. Drafting Scenarios for Decoupled States (State Estate Tax Exemption Set Below the Federal Estate Tax Exemption Amount)
Volume Two
- Part Three -- Drafting Estate Planning Documents -- Description, Background, and Use
  1. Drafting System Approach
  2. Creation of Share and Trust Dispositive Provisions
  3. Short Form Will
  4. Long Form Will
  5. Pourover Will
  6. Revocable Single Settlor Trust
  7. Revocable Joint Property Trust
  8. Revocable Community Property Trust
  9. Revocable Qualified Domestic Trust
  10. Irrevocable Long-Term GST (Dynasty) Trust
  11. Irrevocable Crummey Trust / Irrevocable Life Insurance Trust
  12. Irrevocable 2503(c) Trust for Minors
  13. Irrevocable Charitable Lead Trust
  14. Irrevocable Charitable Remainder Trust
  15. Irrevocable Grantor Retained Trust
  16. Irrevocable Intentionally Defective Grantor Trust
  17. Irrevocable I.R.A. Management (Conduit) Trust
  18. Irrevocable Supplemental Needs Trust
  19. Irrevocable Qualified Personal Residence Trust
  20. Amending Documents
  21. Client Letters
  22. Supplemental Documents
  23. Client Educational Materials and Informational Documents
- Part Four -- Estate Planning Drafting Checklists
  1. Drafting Checklists — General
  2. Drafting Checklists — Wills
  3. Drafting Checklists — Revocable Trusts
  4. Drafting Checklists — Share / Trust Detail
  5. Drafting Checklists — Irrevocable Trusts
  6. Drafting Checklists — Amending Documents
  7. Drafting Checklists — Estate Planning Letters and Supplemental Documents
Volume Three
- Part Five -- Estate Planning Drafting Language Library
  1. Clause Language—Heading and introduction
  2. Clause Language—Naming Family Members, Beneficiaries, and Disinheritance
  3. Clause Language—Funeral and Memorial Service Instructions
  4. Clause Language—Trust Term, Irrevocability, Description of Property Transferred, and Allocation into Shares
  5. Clause Language—Executor / Trustee Succession, Fees, and Accounting
  6. Clause Language—Provisions During Initial Trust Term/Lifetime of Settlor
  7. Clause Language—Dispositive Provisions for Beneficiaries at End of Trust Term or Death of Settlor/Testator
  8. Clause Language—Share/Trust Creation Clauses and Residue Disposition
  9. Clause Language—Share/Trust Details—Share A (Marital Share)
  10. Clause Language—Share/Trust Details—Trust A (Power of Appointment Marital Trust)
  11. Clause Language—Share/Trust Details—Share B (Credit Shelter Share)
  12. Clause Language—Share/Trust Details—Trust B (Credit Shelter Trust or Beneficiary's Trust)
Volume Four
- Part Five -- Estate Planning Drafting Language Library (Continued)
  1. Clause Language—Share/Trust Details—Trust C (QTIP Trust)
  2. Clause Language—Share/Trust Details—Trust C-1 (Reverse QTIP Trust)
  3. Clause Language—Share/Trust Details—Trust D (Non-Exempt GST Trust)
  4. Clause Language—Share/Trust Details—Modification of Share/Trust Allocation Based on Varying Estate Tax Exemption Amounts
  5. Clause Language—Payment of Debts and Taxes
  6. Clause Language—Administrative Provisions
  7. Clause Language—Closing Provisions
  8. Clause Language—Pourover Provisions
  9. Clause Language—Amendment and Restatement Details
  10. Clause Language—Codicil Details
  11. Clause Language—Letters
  12. Clause Language—Supplemental Documents
  13. Clause Language—Client Educational Materials and Informational Documents

Enter replacement volume, chapter and page numbers separated by commas. For example: Volume 2, Chapter 5, Pages 7, 12-19. Please limit requests to 25 pages or less. If you are located outside the United States or for more than 25 pages please contact Customer Service 1-800-328-4880.

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