Bundles
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10 Retirement Plan Beneficiary Designation Forms Bundle (18 Pages)
PLEASE NOTE: The price of the ALL (10) Retirement Plan Beneficiary Forms BUNDLE regularly $99 is now $59 until June 7th. Alternatively, each form may be purchased individually for $19 per form.
In order to purchase individual retirement plan beneficiary forms, please click on "Retirement Plan Beneficiaries" category on the homepage and scroll down the page.
These concerns can be avoided by a properly drafted Beneficiary Designation Form that is reviewed and revised (if appropriate) from time to time to address the client’s changing life and financial issues, as well as changes in the law.
11 Partnership Forms Bundle (120 Pages)
SAVE $100 when you purchase ALL 11 FORMS (120 Pages) currently in our Partnerships Category. Upon purchase, you will receive an email with a link to each of the 11 fully-editable and downloadable forms. Each form will also be stored in your master account on www.nlfforms.com for your unlimited use. Click "Learn More" for the full list of Partnership Law Forms.
11 Wills Bundle (152 Pages)
SAVE $271 when you purchase ALL 11 WILLS (152 Pages) currently in our Wills Category. Upon purchase, you will receive an email with a link to each of the 11 fully-editable and downloadable forms. Each form will also be stored in your master account on www.nlfforms.com for your unlimited use. Click "Learn More" for the full list of Will Forms. Each of the Wills included in the bundle are also available for individual purchase.
Prefer to see a full Will before buying the 11 Wills Bundle? On the homepage, click "Free Forms", scroll down to the "Will With Charitable Remainder Annuity Trust" form and select it - FREE.
19 (All) Forms In Our LLC Category (216 Pages)
SAVE when you purchase ALL 19 FORMS (216 Pages) currently in our LLC Category. Upon purchase, you will receive an email with a link to each of the 19 fully-editable and downloadable forms. Each form will also be stored in your master account on www.nlfforms.com for your unlimited use. Click "Learn More" for the full list of LLC Forms.
2 QPRT Forms Bundle (28 Pages)
SAVE $39 when you purchase TWO QPRT Forms: Qualified Personal Residence Trust (QPRT) With Possible Return To Grantor AND Qualified Personal Residence Trust (QPRT) With Possible Conversion To A GRAT (Grantor Retained Annuity Trust).
Upon purchase, you will receive an email with a link to each of the fully-editable and downloadable QPRT Forms. Each form will also be stored in your master account on www.nlfforms.com for your unlimited use. Click "Learn More" for a detailed description of each QPRT Form included in this bundle.
In order to purchase a QPRT Form individually, please click "Estate Planning" on the homepage.
2 SCIN Forms Bundle (8 Pages)
SAVE when you purchase TWO SCIN Forms: SCIN Transaction - Self-Canceling Installment Note (3 Pages) AND SCIN Transaction-Acquisition Agreement (5 Pages) .
Upon purchase, you will receive an email with a link to each of the fully-editable and downloadable SCIN Forms. Each form will also be stored in your master account on www.nlfforms.com for your unlimited use. Click "Learn More" for a detailed description of each SCIN Form included in this bundle.
In order to purchase a SCIN Form individually, please click "Estate Planning" on the homepage.
20 Dispositive Will Clauses Bundle (29 Pages)
PLEASE NOTE: The price of the BUNDLE of ALL (20) Dispositive Will Clauses To Address 7 Key Drafting Issues is just $129. Alternatively, Will Clause(s) to address each drafting issue may be purchased individually for $19 per form.
In order to purchase Will Clauses individually, please click "Will Clauses" category on the homepage and scroll down the page.
2013 And Beyond Drafting Issues: 16 Will And Trust Clauses To Address 4 Important Issues (39 Pages)
Regular Price: $ 99.00
Special Price: $ 59.00
You will receive 16 clauses addressing these 4 important issues:
ISSUE 1: The Marital Deduction Provisions
ISSUE 2: The Credit Shelter Trust Provisions (aka By-Pass Trust; aka Unified Credit Trust, aka Exemption Equivalent Trust)
ISSUE 3: Portability Provisions
ISSUE 4: Generation-Skipping Transfers
You receive Mr. Siegel's practical explanation of each issue and the accompanying clauses. Here is the one for Issue #2: The Credit Shelter Trust Provisions (aka By-Pass Trust; aka Unified Credit Trust, aka Exemption Equivalent Trust)
Click "TABLE OF CONTENTS" immediately below to preview the 16 clauses addressing these 4 important issues:
TABLE OF CONTENTS
BONUS INCLUSION: 2013 ESTATE AND TAX PLANNING CLIENT LETTER
*RELATED CLE COURSES, "2012 And Beyond: Estate And Tax Planning Including Portability" by Steven G. Siegel. Go to www.nlfonline.com for the online course available 24/7 and to www.nlfcle.com for the course on Audio CD or DVD. On both web sites, for CLE credits, please click on your state (or any state if you don't care about getting CLE credits) and then, under "Estate Planning", and scroll down to this title. (This course is not available for New York CLE Credits.)
21 Administrative Will Clauses Bundle (26 Pages)
PLEASE NOTE: The price of the BUNDLE of ALL (21) Administrative Will Clauses To Address 9 Key Drafting Issues is just $129. Alternatively, Will Clause(s) to address each drafting issue may be purchased individually for $19 per form.
In order to purchase Will Clauses individually, please click "Will Clauses" category on the homepage and scroll down the page.
22 Employment/Labor Law Forms Bundle (158 Pages)
SAVE $289 when you purchase ALL 22 FORMS (158 Pages) currently in our Employment/Labor Law Category. Upon purchase, you will receive an email with a link to each of the 22 fully-editable and downloadable forms. Your forms will also be stored in your master account on www.nlfforms.com for your unlimited use. Click "Learn More" for the full list of Employment/Labor Law Forms.
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