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Forms List - A to Z

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Bundles
- 10 Retirement Plan Beneficiary Designation Forms Bundle (18 Pages)
- 11 Partnership Forms Bundle (120 Pages)
- 11 Wills Bundle (152 Pages)
- 19 (All) Forms In Our LLC Category (216 Pages)
- 2 QPRT Forms Bundle (28 Pages)
- 2 SCIN Forms Bundle (8 Pages)
- 20 Dispositive Will Clauses Bundle (29 Pages)
- 2012, 2013 And Beyond Drafting Issues: 16 Will And Trust Clauses To Address 4 Important Issues (39 Pages)
- 21 Administrative Will Clauses Bundle (26 Pages)
- 22 Employment/Labor Law Forms Bundle (158 Pages)
- 30 C Corporation Forms Bundle (494 Pages)
- 50 (All) Business Law Forms (751 Pages)
- 8 New York CPLR Pleadings/Forms Bundle (8 Pages)
- Life Insurance Trusts Bundle (75 Pages)
Business Law
- 50 (All) Business Law Forms (751 Pages)
- Agreement For Reciprocal Non-Disclosure Of Proprietary Information (5 Pages)
- Agreement Of Merger Between Three Corporations (Triangular Merger) (63 Pages)
- Asset Purchase Agreement Of A Retail Business (8 Pages)
- Asset Purchase Of A Radio Station (Including Broadcast License, Antenna, Etc.) (47 Pages)
- Buy-Sell Stockholders' Agreement: Cross-Purchase (19 Pages)
- Buy-Sell Stockholders' Agreement: Entity Purchase (19 Pages)
- By-Laws Of A Delaware Business Corporation (17 Pages)
- By-Laws Of A Medical Corporation (19 Pages)
- By-Laws Of A Non-Profit Community Organization (29 Pages)
- By-Laws Of A Non-Profit Corporation (16 Pages)
- Commercial Lease For Restaurant Business (60 Pages)
- Confidentiality Agreement (4 Pages)
- Consulting Agreement (3 Pages)
- Consulting Agreement For The Seller Of A Business (6 Pages)
- Consulting Agreement With Designated Representative (10 Pages)
- Contract Between The Writer And The Publisher Of An Original Song (6 Pages)
- Covenant Not To Compete (7 Pages)
- Deferred Compensation Agreement (7 Pages)
- Equipment Lease (17 Pages)
- Escrow Agreement (10 Pages)
- Exclusive License Agreement (Patent) (5 Pages)
- Form Of A Security Agreement (8 Pages)
- Ground Lease (36 Pages)
- Guaranty (5 Pages)
- Investment Advisory Agreement With Client (6 Pages)
- Investment Suitability Questionnaire (6 Pages)
- Joint Ownership Agreement Between Unrelated Parties (11 Pages)
- Joint Venture Agreement For Research And Development Of Technologies (17 Pages)
- Loan Agreement With Conversion Option (8 Pages)
- Management Agreement (2 Pages)
- Mutual Multi-Party Confidential Disclosure Agreement (4 Pages)
- Non-Profit Corporate Certificate of Incorporation (5 Pages)
- Non-Profit Corporate Certificate of Incorporation (5 Pages), Organizational Minutes of Trustees of Non-Profit Corporation (2 Pages), and By-Laws Of A Non-Profit Corporation (16 Pages)
- Operating Agreement For An Investment Series Delaware LLC (40 Pages)
- Organizational Minutes of Trustees of Non-Profit Corporation (2 Pages)
- Plan Of Recapitalization (2 Pages)
- Private Placement Forms: Private Placement Memorandum (23 Pages), Investor Suitability Questionnaire (6 Pages) and Subscription Agreement (11 Pages)
- Private Placement Memorandum (23 Pages)
- Purchase Agreement (Sale Of Assets For Cash) (13 Pages)
- Purchase Of A Restaurant Business (Assets Including Liquor License) And Leaseback By Purchaser (21 Pages)
- Rabbi Trust (10 Pages)
- Sales Representation Agreement (10 Pages)
- Standard Engagement Agreement (4 Pages)
- Stock Option Agreement (3 Pages)
- Stock Option Plan For Employees (13 Pages)
- Stock Pledge Agreement (5 Pages)
- Stock Purchase Agreement Of A Closely-Held Company (17 Pages)
- Subscription Agreement (As Part Of A Private Placement) (11 Pages)
- Unconditional Promissory Note (4 Pages)
- Warrant To Purchase Common Stock (14 Pages)
C Corporations
- 30 C Corporation Forms Bundle (494 Pages)
- Agreement For Reciprocal Non-Disclosure Of Proprietary Information (5 Pages)
- Agreement Of Merger Between Three Corporations (Triangular Merger) (63 Pages)
- Asset Purchase Agreement Of A Retail Business (8 Pages)
- Asset Purchase Of A Radio Station (Including Broadcast License, Antenna, Etc.) (47 Pages)
- Buy-Sell Stockholders' Agreement: Cross-Purchase (19 Pages)
- Buy-Sell Stockholders' Agreement: Entity Purchase (19 Pages)
- By-Laws Of A Delaware Business Corporation (17 Pages)
- By-Laws Of A Medical Corporation (19 Pages)
- Commercial Lease For Restaurant Business (60 Pages)
- Confidentiality Agreement (4 Pages)
- Consulting Agreement For The Seller Of A Business (6 Pages)
- Consulting Agreement With Designated Representative (10 Pages)
- Corporate By-Laws (8 Pages)
- Corporation's Organizational Minutes (4 Pages)
- Covenant Not To Compete (7 Pages)
- Equipment Lease (17 Pages)
- Escrow Agreement (10 Pages)
- Ground Lease (36 Pages)
- Joint Venture Agreement For Research And Development Of Technologies (17 Pages)
- Loan Agreement With Conversion Option (8 Pages)
- Mutual Multi-Party Confidential Disclosure Agreement (4 Pages)
- Purchase Agreement (Sale Of Assets For Cash) (13 Pages)
- Purchase Of A Restaurant Business (Assets Including Liquor License) And Leaseback By Purchaser (21 Pages)
- Rabbi Trust (10 Pages)
- Sales Representation Agreement (10 Pages)
- Stock Option Agreement (3 Pages)
- Stock Option Plan For Employees (13 Pages)
- Stock Pledge Agreement (5 Pages)
- Stock Purchase Agreement Of A Closely-Held Company (17 Pages)
- Warrant To Purchase Common Stock (14 Pages)
Civil Litigation
- Amendment To Complaint (1 Page)
- Answer (3 Pages)
- Complaint For Injunctive Relief (2 Pages)
- General Release (1 Page)
- Motion To Dismiss And Supporting Forms (3 Pages)
- Motion To Set Aside Default Judgment (2 Pages)
- Orders (2 Pages)
- Retainer Agreement For Legal Services/Contingent Fee (Also Adaptable To Time Charge Fee) (4 Pages)
DEAL FOR A WEEK
- 11 Wills Bundle (152 Pages)
- Dynasty Trust (34 Pages)
Drafting/Planning Advisories
- Avoiding/Reducing The New (2013) Medicare Taxes
- Comprehensive, Useful Explanation of "Portability"- An Estate Planning Game Changer
- Estate Tax Saving Forms After The 2012 Tax Act
- New York State CPLR Pleadings/Forms
- NEW! Life Insurance Trusts Bundle Including Irrevocable Trusts & Split Dollar
- Popular Practical Forms
- Possible Client Growth Areas After ATRA
- Useful Employment /Labor Law Forms For Staff Reductions Due To Affordable Care Act
Elder And Family Law
- Agreement Between Resident And Nursing Home (10 Pages)
- Durable Power of Attorney ("Springing") (7 Pages)
- Durable Power of Attorney (Non "Springing") (11 Pages)
- Healthcare Directive (4 Pages)
- Pre-Nuptial Agreement (8 Pages)
- Private Annuity Agreement (3 Pages)
- Supplemental Needs Trust (7 Pages)
Employment/Labor Law
- 22 Employment/Labor Law Forms Bundle (158 Pages)
- Agreement For Reciprocal Non-Disclosure Of Proprietary Information (5 Pages)
- Confidentiality Agreement (4 Pages)
- Consulting Agreement (3 Pages)
- Consulting Agreement For The Seller Of A Business (6 Pages)
- Consulting Agreement With Designated Representative (10 Pages)
- Contract Between The Writer And The Publisher Of An Original Song (6 Pages)
- Covenant Not To Compete (7 Pages)
- Deferred Compensation Agreement (7 Pages)
- Employee Separation Agreement And General Release (4 Pages)
- Employee Stock Appreciation Rights Plan (7 Pages)
- Employment Agreement (6 Pages)
- Employment Agreement Between A Medical Corporation And A Dentist (9 Pages)
- Employment Agreement between Medical Group (Employer) and Radiologist (Employee) (13 Pages)
- Employment Agreement For A Sales Manager (7 Pages)
- Employment Separation Agreement And General Release (4 Pages)
- Employment, Non-Competition and Non-Disclosure Agreement (5 Pages)
- Management Agreement (2 Pages)
- Mutual Multi-Party Confidential Disclosure Agreement (4 Pages)
- Rabbi Trust (10 Pages)
- Sales Representation Agreement (10 Pages)
- Standard Engagement Agreement (4 Pages)
- Stock Option Plan For Employees (13 Pages)
- Warrant To Purchase Common Stock (14 Pages)
Estate Planning
- 2 QPRT Forms Bundle (28 Pages)
- 2 SCIN Forms Bundle (8 Pages)
- 2012, 2013 And Beyond Drafting Issues: 16 Will And Trust Clauses To Address 4 Important Issues (39 Pages)
- Agreement Between Resident And Nursing Home (10 Pages)
- Buy-Sell Stockholders' Agreement: Cross-Purchase (19 Pages)
- Buy-Sell Stockholders' Agreement: Entity Purchase (19 Pages)
- By-Laws Of A Non-Profit Corporation (16 Pages)
- Charitable Lead Annuity Trust Clauses (Testamentary) (3 Pages)
- Disclaimer Of All Property Left Under Will and All Joint Property (2 Pages)
- Disclaimer Of Specific Property (2 Pages)
- Disclaimer Will: If Disclaimer Exercised By Surviving Spouse, Trust For Surviving Spouse, Then In Trust For Children With Three (3) Incremental Distributions (At Ages 25, 30, and 35) (18 Pages)
- Disclaimer Will: If Disclaimer Exercised By Surviving Spouse, Trust For Surviving Spouse, Then In Trust For Children With Two (2) Incremental Distributions (At Ages 25 and 30) (18 Pages)
- Durable Power of Attorney ("Springing") (7 Pages)
- Durable Power of Attorney (Non "Springing") (11 Pages)
- Dynasty Trust (34 Pages)
- Estate Planning Client Questionnaire (7 Pages)
- Fractional Share Disclaimer Of Optimal Credit Shelter Amount (3 Pages)
- GRAT (Grantor Retained Annuity Trust) (32 Pages)
- Healthcare Directive (4 Pages)
- Intentionally Defective Trust Forms: Intentionally Defective Grantor Trust (7 Pages), Installment Sale To Trust (3 Pages), Promissory Note For Sale To Defective Grantor Trust (2 Pages)
- Irrevocable Life Insurance Trust With Crummey Powers And Sample Crummey Letter (31) Pages
- Irrevocable Lifetime Trust For A Beneficiary (15 Pages)
- Irrevocable Survivorship Life Insurance Trust With Crummey Powers And Sample Crummey Letter (33 Pages)
- Irrevocable Trust For Child Or Grandchild Under IRC Sec. 2503(c) (24 Pages)
- Irrevocable Trust For Multiple Children Or Grandchildren With Crummey Powers (16 Pages)
- Joint Living Trust (73 Pages)
- Non-Profit Corporate Certificate of Incorporation (5 Pages)
- Non-Profit Corporate Certificate of Incorporation (5 Pages), Organizational Minutes of Trustees of Non-Profit Corporation (2 Pages), and By-Laws Of A Non-Profit Corporation (16 Pages)
- Organizational Minutes of Trustees of Non-Profit Corporation (2 Pages)
- Portability Election for Estates and Trusts - 4 Alternative Clauses (3 Pages)
- Private Annuity Agreement (3 Pages)
- Promissory Note For Family Transactions Including Financed Net Gifts (2 Pages)
- Qualified Personal Residence Trust (QPRT) With Possible Conversion To A GRAT (Grantor Retained Annuity Trust) (16 Pages)
- Qualified Personal Residence Trust (QPRT) With Possible Return To Grantor (12 Pages)
- Qualified Subchapter S Trust (16 Pages)
- Refunding Bond and Release (3 Pages)
- SCIN Transaction - Self-Canceling Installment Note (3 Pages)
- SCIN Transaction-Acquisition Agreement (5 Pages)
- Split Dollar Life Insurance Agreement (With Irrevocable Life Insurance Trust As Policy Owner) And Collateral Assignment Of The Policy To The Employer By The Trustee (11 Pages)
- Subchapter S Corp Permitted Electing Small Business Trust (13 Pages)
- Supplemental Needs Trust (7 Pages)
- Waiver of Accounting and Release (1 Page)
- Will For Widow Treating Two Children And Heirs Differently (18 Pages)
FREE FORMS
- 101 (And More) Reasons Why Clients Should Seek Planning Assistance Now (5 Pages)
- 2013 Estate And Tax Planning Client Letter (2 Pages)
- Estate Planning Client Questionnaire (7 Pages)
- Management Agreement (2 Pages)
- Will With Charitable Remainder Annuity Trust (6 Pages)
Immigration Law
- FAQ Visa Status and Acquisition (1 Page)
- Form I-9 And Guide For Completion (4 Pages)
- Immigration Policy Points (2 Pages)
- Tips For Foreign National Non-Immigrants (2 Pages)
- Work Authorization Chart For U.S. Employers Of Foreign Nationals (1 Page)
Limited Liability Companies
- 19 (All) Forms In Our LLC Category (216 Pages)
- Agreement For Reciprocal Non-Disclosure Of Proprietary Information (5 Pages)
- Certificate of Formation for a Single Limited Liability Company (2 Pages)
- Certificate of Formation for Delaware Series Limited Liability Company (1 Page)
- Confidentiality Agreement (4 Pages)
- Consulting Agreement With Designated Representative (10 Pages)
- Delaware Series Limited Liability Company (45 Pages)
- Equipment Lease (17 Pages)
- Escrow Agreement (10 Pages)
- LLC Operating Agreement (12 Pages)
- LLC Operating Agreement Member Managed (14 Pages)
- Loan Agreement With Conversion Option (8 Pages)
- Mutual Multi-Party Confidential Disclosure Agreement (4 Pages)
- Operating Agreement For An Investment Series Delaware LLC (40 Pages)
- Purchase Agreement (Sale Of Assets For Cash) (13 Pages)
- Sales Representation Agreement (10 Pages)
- Single-Member LLC Certificate of Formation (2 Pages)
- Single-Member LLC Operating Agreement (12 Pages)
New York State CPLR Pleadings/Forms
- 8 New York CPLR Pleadings/Forms Bundle (8 Pages)
- Affidavit Of Service By Mail (1 Page)
- Affidavit Of Service Of Summons And Notice Or Summons And Complaint On Individual Defendant Personally Within New York State (1 Page)
- Affidavit Of Service Of Summons And Notice Or Summons And Complaint On Individual Defendant Personally Without New York State (1 Page)
- Consent To Change Attorney (1 Page)
- Notice Of Cross-Motion Against A Moving Party (1 Page)
- Notice Of Motion (1 Page)
- Summons And CPLR 305(b) Notice In Conjunction With A New York Supreme Court Action (1 Page)
- Summons For Use In Conjunction With A Complaint In A New York State Supreme Court Action Served By CPLR 308 Method (1 Page)
Partnerships
- 11 Partnership Forms Bundle (120 Pages)
- Agreement For Reciprocal Non-Disclosure Of Proprietary Information (5 Pages)
- Certificate Of Limited Partnership (7 Pages)
- Confidentiality Agreement (4 Pages)
- Consulting Agreement With Designated Representative (10 Pages)
- Equipment Lease (17 Pages)
- Escrow Agreement (10 Pages)
- General Partnership Agreement (16 Pages)
- Limited Partnership Agreement (23 Pages)
- Loan Agreement With Conversion Option (8 Pages)
- Mutual Multi-Party Confidential Disclosure Agreement (4 Pages)
- Purchase Agreement (Sale Of Assets For Cash) (13 Pages)
- Sales Representation Agreement (10 Pages)
Professional Associations
- Agreement For Reciprocal Non-Disclosure Of Proprietary Information (5 Pages)
- Asset Purchase Agreement Of A Retail Business (8 Pages)
- Buy-Sell Stockholders' Agreement: Cross-Purchase (19 Pages)
- Buy-Sell Stockholders' Agreement: Entity Purchase (19 Pages)
- By-Laws Of A Delaware Business Corporation (17 Pages)
- By-Laws Of A Medical Corporation (19 Pages)
- Confidentiality Agreement (4 Pages)
- Consulting Agreement (3 Pages)
- Consulting Agreement For The Seller Of A Business (6 Pages)
- Consulting Agreement With Designated Representative (10 Pages)
- Covenant Not To Compete (7 Pages)
- Deferred Compensation Agreement (7 Pages)
- Employment Agreement between Medical Group (Employer) and Radiologist (Employee) (13 Pages)
- Equipment Lease (17 Pages)
- Purchase Agreement (Sale Of Assets For Cash) (13 Pages)
- Stock Purchase Agreement Of A Closely-Held Company (17 Pages)
Real Estate (Commercial)
- Commercial Lease (21 Pages)
- Commercial Lease For Restaurant Business (60 Pages)
- Escrow Agreement (10 Pages)
- Ground Lease (36 Pages)
Real Estate (Residential)
- Affidavits Needed At Closing: Carbon Monoxide, Smoke Detector, F.I.R.P.T.A, and Heirship Affidavit - New York Forms (4 Pages)
- Client Retainer For Sale Of Property - a New York Form (1 Page)
- Condominium Contract Of Sale - a New York Form (4 Pages)
- Coop Loan Lien Filing Documents: UCC1 Filing Statement and UCC3 Termination Of Lien - New York Forms (4 Pages)
- Cooperative Contract - a New York Form (6 Pages)
- Deeds: Administrator's, Bargain and Sale With Covenants, Bargain and Sale Without Covenants, Executor's, Quitclaim, and Warranty - New York Forms (12 Pages)
- Mortgage Documents: First Mortgage, Mortage Note, Satisfaction of Mortgage, Affidavit For Exemption Under Sec.253 of the New York State Tax Law - Natural Person Affidavit - New York Forms (9 Pages)
- NEW New York Statutory Power of Attorney (Effective 9/12/10) Full Force and Effect Affidavit and Statutory Major Gifts Rider (10 Pages)
- New York Statutory (Effective 9/12/10) Short Form Power Of Attorney And Gifts Rider (12 Pages)
- Property Disclosure Documents: Property Condition Disclosure Statement and Lead Paint Disclosure - New York Forms (10 Pages)
- Residential Contract Of Sale - a New York Form (7 Pages)
Retirement Plan Beneficiaries
- 10 Retirement Plan Beneficiary Designation Forms Bundle (18 Pages)
- Beneficiary Designation Form: Primary Beneficiary: A Credit Shelter Trust (1 Page)
- Beneficiary Designation Form: Primary Beneficiary: A QTIP Trust for the Benefit of the Surviving Spouse – with Required Trust Provisions (3 Pages)
- Beneficiary Designation Form: Primary Beneficiary: Children Outright; Remote Descendants as Successor Beneficiaries (1 Page)
- Beneficiary Designation Form: Primary Beneficiary: Spouse Outright; Possible Disclaimer Options – Either Outright To Children, In Favor Of A Family Trust; Or To A Trust Solely For The Benefit Of Children
- Beneficiary Designation Form: Primary Beneficiary: Spouse Outright; Secondary Beneficiary: Children Outright (1 Page)
- Beneficiary Designation Form: Primary Beneficiary: Spouse Outright; Secondary Beneficiary: Children Outright But Custodian Account for Minor and/or Disabled Beneficiaries (2 Pages)
- Beneficiary Designation Form: Primary Beneficiary: Spouse Outright; Secondary Beneficiary: Children Outright Subject to Trust for Children Younger than Age 35 (2 Pages)
- Beneficiary Designation Form: Primary Beneficiary: Subtrusts for Children (2 Pages)
- Beneficiary Designation Forms for Transfers to Charity (1 Page)
- Source of Payment of Decedent’s Taxes and Expenses (1 Page)
Retirement Plans
Steven G. Siegel Post
- Post #1: Defective Grantor Trusts: Revenue Ruling 2011-28 Offers Further Comfort For Intentionally Defective Grantor Trust Planning (4 Pages)
- Post #2: Possible Client Growth Areas Created By The American Tax Relief Act Of 2012 (5 Pages)
- Post #3: Portability: An Estate Planning Game-Changer – But Not As Simple As It Appears (11 Pages)
Subchapter S Corporations
- Agreement For Reciprocal Non-Disclosure Of Proprietary Information (5 Pages)
- Agreement Of Merger Between Three Corporations (Triangular Merger) (63 Pages)
- Asset Purchase Agreement Of A Retail Business (8 Pages)
- Asset Purchase Of A Radio Station (Including Broadcast License, Antenna, Etc.) (47 Pages)
- Buy-Sell Stockholders' Agreement: Cross-Purchase (19 Pages)
- Buy-Sell Stockholders' Agreement: Entity Purchase (19 Pages)
- By-Laws Of A Delaware Business Corporation (17 Pages)
- By-Laws Of A Medical Corporation (19 Pages)
- Commercial Lease For Restaurant Business (60 Pages)
- Confidentiality Agreement (4 Pages)
- Consulting Agreement For The Seller Of A Business (6 Pages)
- Consulting Agreement With Designated Representative (10 Pages)
- Corporate By-Laws (8 Pages)
- Corporation's Organizational Minutes (4 Pages)
- Covenant Not To Compete (7 Pages)
- Escrow Agreement (10 Pages)
- Ground Lease (36 Pages)
- Joint Venture Agreement For Research And Development Of Technologies (17 Pages)
- Loan Agreement With Conversion Option (8 Pages)
- Mutual Multi-Party Confidential Disclosure Agreement (4 Pages)
- Plan Of Recapitalization (2 Pages)
- Purchase Of A Restaurant Business (Assets Including Liquor License) And Leaseback By Purchaser (21 Pages)
- Qualified Subchapter S Trust (16 Pages)
- Rabbi Trust (10 Pages)
- Sales Representation Agreement (10 Pages)
- Stock Option Agreement (3 Pages)
- Stock Option Plan For Employees (13 Pages)
- Stock Pledge Agreement (5 Pages)
- Stock Purchase Agreement Of A Closely-Held Company (17 Pages)
- Subchapter S Corp Permitted Electing Small Business Trust (13 Pages)
- Warrant To Purchase Common Stock (14 Pages)
Tax Exempt Entities
- By-Laws Of A Non-Profit Community Organization (29 Pages)
- By-Laws Of A Non-Profit Corporation (16 Pages)
- Non-Profit Corporate Certificate of Incorporation (5 Pages)
- Non-Profit Corporate Certificate of Incorporation (5 Pages), Organizational Minutes of Trustees of Non-Profit Corporation (2 Pages), and By-Laws Of A Non-Profit Corporation (16 Pages)
- Organizational Minutes of Trustees of Non-Profit Corporation (2 Pages)
Trusts
- 2 QPRT Forms Bundle (28 Pages)
- 2012, 2013 And Beyond Drafting Issues: 16 Will And Trust Clauses To Address 4 Important Issues (39 Pages)
- Charitable Lead Annuity Trust Clauses (Testamentary) (3 Pages)
- Dynasty Trust (34 Pages)
- GRAT (Grantor Retained Annuity Trust) (32 Pages)
- Intentionally Defective Trust Forms: Intentionally Defective Grantor Trust (7 Pages), Installment Sale To Trust (3 Pages), Promissory Note For Sale To Defective Grantor Trust (2 Pages)
- Inter Vivos QTIP Trust (10 Pages)
- Irrevocable Life Insurance Trust With Crummey Powers And Sample Crummey Letter (31) Pages
- Irrevocable Lifetime Trust For A Beneficiary (15 Pages)
- Irrevocable Survivorship Life Insurance Trust With Crummey Powers And Sample Crummey Letter (33 Pages)
- Irrevocable Trust For Child Or Grandchild Under IRC Sec. 2503(c) (24 Pages)
- Irrevocable Trust For Multiple Children Or Grandchildren With Crummey Powers (16 Pages)
- Joint Living Trust (73 Pages)
- Life Insurance Trusts Bundle (75 Pages)
- Minor's Trust With Crummey Powers (Pages 15)
- Portability Election for Estates and Trusts - 4 Alternative Clauses (3 Pages)
- Qualified Personal Residence Trust (QPRT) With Possible Conversion To A GRAT (Grantor Retained Annuity Trust) (16 Pages)
- Qualified Personal Residence Trust (QPRT) With Possible Return To Grantor (12 Pages)
- Qualified Subchapter S Trust (16 Pages)
- Rabbi Trust (10 Pages)
- Revocable Trust For Benefit Of Child Outright, Contingent Trusts For Grandchildren (11 Pages)
- Revocable Trust For Spouse And Children With Marital Share Outright (16 Pages)
- Split Dollar Life Insurance Agreement (With Irrevocable Life Insurance Trust As Policy Owner) And Collateral Assignment Of The Policy To The Employer By The Trustee (11 Pages)
- Subchapter S Corp Permitted Electing Small Business Trust (13 Pages)
- Supplemental Needs Trust (7 Pages)
Will Clauses
- 20 Dispositive Will Clauses Bundle (29 Pages)
- 21 Administrative Will Clauses Bundle (26 Pages)
- Approval Of Accounting By Estate Beneficiaries (4 Pages)
- Asset Protection from the Claims of Creditors Clauses - 2 Clauses
- Clauses To Protect the Estate Plan with Appropriate Simultaneous Death Clauses - 4 Clauses (3 Pages)
- Concerns About Beneficiaries Behavior Will Clause (2 Pages)
- Credit Shelter Trust Provisions Will Clauses - 5 Clauses (aka By-Pass Trust; aka Unified Credit Trust, aka Exemption Equivalent Trust) (10 Pages)
- Disclaimer Of All Property Left Under Will and All Joint Property (2 Pages)
- Disclaimer Of Specific Property (2 Pages)
- Discretionary Withdrawals by Beneficiaries Will Clause (1 Page)
- Disinheritance of Potential Beneficiary; Protection against Will Contest Will Clauses (2 Pages)
- Disposition Of Real Estate Will Clauses - 3 Clauses (2 Pages)
- Fractional Share Disclaimer Of Optimal Credit Shelter Amount (3 Pages)
- Incremental Distributions to Beneficiaries Will Clauses (6 Pages)
- Marital Deduction Provisions Will Clauses - 3 Clauses (6 Pages)
- Portability Election for Estates and Trusts - 4 Alternative Clauses (3 Pages)
- Powers Clauses: Broad Powers Clause to Guide the Actions of the Fiduciaries; Special Powers Clause for Business Interests Owned by the Testator; Power over S Corporation Issues Clause (6 Pages)
- Promissory Note For Family Transactions Including Financed Net Gifts (2 Pages)
- Protection of Minor and Incompetent Beneficiaries from Outright Inheritance Will Clause (2 Pages)
- Tangible Personal Property Will Clauses - 4 Clauses (4 Pages)
- Will Clauses Addressing Long-term Trusts Created Under Wills – Rule Against Perpetuities and the Delaware Tax Trap Concerns (2 Pages)
Wills
- 11 Wills Bundle (152 Pages)
- Disclaimer Will: If Disclaimer Exercised By Surviving Spouse, Trust For Surviving Spouse, Then In Trust For Children With Three (3) Incremental Distributions (At Ages 25, 30, and 35) (18 Pages)
- Disclaimer Will: If Disclaimer Exercised By Surviving Spouse, Trust For Surviving Spouse, Then In Trust For Children With Two (2) Incremental Distributions (At Ages 25 and 30) (18 Pages)
- Full Unified Credit Trust at first death; marital share outright, children outright at 2nd death; trust fbo grandchildren under age 25 (18 Pages)
- Pour-Over Will (8 Pages)
- SIMPLE WILL (No Surviving Spouse. Outright To Children, Then Grandchildren With Trust For A Grandchild Under Age 35) (14 Pages)
- SIMPLE WILL (No Surviving Spouse. Outright To Surviving Children, Then Descendants Per Stirpes) (9 Pages)
- SIMPLE WILL (Outright To Surviving Spouse, Then Descendants Per Stirpes) (9 Pages)
- SIMPLE WILL (Outright To Surviving Spouse, Then Outright To Children, Then Descendants Per Stirpes With Trust For Grandchildren Under Age 35) (14 Pages)
- Will For Widow Treating Two Children And Heirs Differently (18 Pages)
- Will With Charitable Remainder Annuity Trust (6 Pages)
- Will With Unified Credit Shelter Trust and QTIP Marital Trust With Children's Shares In Trust Until Age 25 (20 Pages)

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