Check items to add to the cart or select all
Joint Living Trust (73 Pages)$ 99.00
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.
These Useful Administrative Will Clauses with Accompanying Practical Explanations To Address Key Will Drafting Issues Include:
1. Use The Appropriate Tax Clause - 3 Clauses
2. Asset Protection from the Claims of Creditors Clauses- 2 Clauses
3. Disinheritance of Potential Beneficiary; Protection against Will Contest Will Clauses - 2 Clauses
4. Disposition Of Real Estate Will Clauses - 3 Clauses
5. 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 - 3 Clauses
6. Protection of Minor and Incompetent Beneficiaries from Outright Inheritance Will Clause -1 Clause
7. Will Clauses Addressing Long-term Trusts Created Under Wills - Rule Against Perpetuities and the Delaware Tax Trap Concerns - 3 Clauses
8. Address the Possibility of Exposure to the Generation-Skipping Transfer Tax and Give the Fiduciary the Opportunity to Avoid the Tax by Creating a General Power of Appointment.- 1 Clause
9. Fiduciary Issues: Selection; Successors; Resignation; Removal and Compensation - 3 Clauses
Perhaps the fondest wish of a drafter of Wills would be that “one size could fit all”. Wouldn’t it be an easy practice if every client presented a standard pattern that would permit a very standard form to be adequate and appropriate for each client’s needs?
Of course, that is not the case. Instead, each client seems to present some special problem, some unusual circumstance, some particular need, request, or demand that requires that the person preparing that client’s documents take steps that deviate from the standard form and “usual” document. This is not to suggest that every document must be viewed as entirely original, unique and without any prior precedent. That also is not the case. Many people do present similar circumstances so that standard starting forms are entirely appropriate. The skill of the good draftsman is to recognize when a few special provisions are called for, and to readily and confidently insert those provisions into the documents being prepared for a client.
The purpose of the Administrative Will Clauses Bundle is to address a wide variety of circumstances that may arise in the preparation of a Will for a client. We will address and explain a broad range of issues that enter into the preparation of a well-drafted document. We will suggest and present one or more clauses that may be appropriate to address the various issues that will arise. As indicated above, we are not asserting that every client needs every issue we are raising to be addressed and included in his or her Will. Our goal is to provide the users of this service with a list of solutions and sample clauses for the drafting issues and problems that they may encounter that is easy to understand and access. If we are able to provide reliable drafting solutions to the daily concerns the drafters of wills encounter, we will have accomplished our objectives.
Steven G. Siegel is president of The Siegel Group, a Morristown, New Jersey - based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School and an LLM in Taxation from New York University.
He is the author of several books, including: Planning for An Aging Population; Business Entities: Start to Finish; Taxation of Divorce and Separation; Income Taxation of Estates and Trusts, Preparing the Audit-Proof Federal Estate Tax Return, Putting It Together: Planning Estates for $5 million and Less, Family Business Succession Planning, Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts; The Federal Gift Tax: A Comprehensive Analysis; Charitable Remainder Trusts, Grantor Trust Planning: QPRTs, GRATs and SCINs, The Estate Planning Course, The Retirement Planning Course, Retirement Distributions: Estate and Tax Planning Strategies; The Estate Administration Course, Tax Strategies for Closely-Held Businesses, and Tort Litigation Settlements: Tax and Financial Issues.
Mr. Siegel has lectured extensively throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including National Law Foundation, AICPA, CCH, National Tax Institute, National Society of Accountants, and many others. He has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
The Siegel Group provides consulting services to accountants, attorneys, financial planners and life insurance professionals to assist them with the tax, estate and business planning and compliance issues confronting their clients. Based in Morristown, New Jersey, the Group has provided services throughout the United States. The Siegel Group does not sell any products. It is an entirely fee-based organization.
Contact the Siegel Group through its president, Steven G. Siegel, e-mail: firstname.lastname@example.org.
Credit Shelter Trust Provisions Will Clauses - 5 Clauses (aka By-Pass Trust; aka Unified Credit Trust, aka Exemption Equivalent Trust) (10 Pages)
2012, 2013 And Beyond Drafting Issues: 16 Will And Trust Clauses To Address 4 Important Issues (39 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)
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)