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DEAL FOR A WEEK & New Form(s)

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11 Retirement Plan Beneficiary Designation Forms (11 Forms, 32 Pages)

Regular Price: $ 389.00

Special Price: $ 249.00

SAVE when you purchase all 11 Retirement Plan Beneficiary Designation Forms (11 Forms, 32 Pages).

A person’s Retirement Plan Beneficiary Designation Form is an estate planning document of equal importance with a Will or a Trust. It is not unusual for a person to transfer more wealth by the terms of such a Form than by a Will. The disposition of a person’s retirement plan assets is controlled and determined by what the Beneficiary Designation Form says, regardless of what may be written in a Will or Trust. There are far too many cases and examples in the law of ignored, or poorly written or hastily prepared Beneficiary Designation Forms leading to unnecessary and unwanted acceleration of retirement plan benefits, disposition of assets to unintended beneficiaries, such as former spouses or minor children, higher than necessary payments of estate taxes and income taxes, and a reduction or loss of the tax-deferred status of plan benefits.

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.

Alternatively, each form may be purchased individually.
Federal Fiduciary Income Taxation (181-Page Book)
$ 49.00
Released June 7, 2018 - Written by Steven G. Siegel.
Click the above "Learn More" button to read the Table of Contents, several Sample Pages and Mr. Siegel's curriculum vitae.
Issue #2: After The Tax Cuts And Jobs Act - Clauses to Address the Proper Notices of Allocation to Use in Connection with Generation-Skipping Transfers - 5 Clauses (2 Pages)

Regular Price: $ 39.00

Special Price: $ 29.00

Issue #2: Clauses to Address the Proper Notices of Allocation to Use in Connection with Generation-Skipping Transfers
Clause 1: Basic Notice of Allocation of GST Exclusion
Clause 2: Election Out of Automatic GST Exclusion Allocation
a. For Transfers in a Particular Year to a Particular Trust
b. For Transfers for a Particular Transfer to a Particular Trust
c. For All Transfers to a Particular Trust
d. For all Transfers to any GST Trust
Clause 3: Termination of Prior Election Out of Notice of Automatic GST Exclusion
Clause 4: Election to Apply GST Exclusion to a GST Trust
Clause 5: Late Allocation of the GST Exclusion

Issue #3: After The Tax Cuts And Jobs Act - The Marital Deduction Provisions - 5 Clauses (13 Pages)

Regular Price: $ 59.00

Special Price: $ 49.00

 Issue #3: The Marital Deduction Provisions
Clause 1: Marital Share Outright to Surviving Spouse
Clause 2: Marital Share Outright to Surviving Spouse with Disclaimer Path to a Trust for the Benefit of the Surviving Spouse for Life;  then to Children in Three Increments at Ages 25, 30 and 35.
Clause 3: Allow the Executor to Exercise Discretion to Determine the Optimal Funding of the Marital and Credit Shelter Portions of the Estate. The So-Called “Clayton QTIP Clause”.
Clause 4: Marital Deduction Share Using General Power of Appointment Trust
Clause 5: Marital Share Using Qualified Terminable Interest Property Trust (QTIP Trust)

Issue #4: After The Tax Cuts And Jobs Act - The Credit Shelter Trust Provisions (aka By-Pass Trust; aka Unified Credit Trust, aka Exemption Equivalent Trust; aka Available Exclusion Trust) 5 Clauses - (12 Pages)

Regular Price: $ 59.00

Special Price: $ 49.00

ISSUE #4: The Credit Shelter Trust Provisions (aka By-Pass Trust; aka Unified Credit Trust, aka Exemption Equivalent Trust; aka Available Exclusion Trust)
Clause 1: Create the Credit Shelter Trust for the Exclusive Benefit of the Surviving Spouse While Alive, with Remainder to Children
Clause 2: Create the Credit Shelter Trust for the Benefit of the Family Group Including the Surviving Spouse and the Children of the Testator – Distributions in the Discretion of the Trustee.
Clause 3: Create the Credit Shelter Share for the Benefit of the Children – Outright if Age 35; Otherwise in Trust until the Children Reach Designated Ages – 3 Increments of Principal Payments.
Clause 4: Create the Credit Shelter Share for the Benefit of the Children – Outright Distributions to Children
Clause 5: Impose a Limit (Maximum) on the Credit Shelter Gift and a Minimum on the Marital Deduction Funding to Assure a “Reasonable” Division between the Two Shares of the Estate. 

Joint Living Trust (73 Pages)

Regular Price: $ 99.00

Special Price: $ 79.00

This Form is a comprehensive - 73 Page - Joint Living (Revocable) Trust created by spouses.  

 

Click "TABLE OF CONTENTS" immediately below to see the 8-page Table Of Contents of this extensive document. Doing so will show how this trust has provisions covering virtually every conceivable contingency.

 

TABLE OF CONTENTS

 

Each spouse contributes property to the trust, which is considered their own tenancy in common property, unless otherwise designated. Each spouse can revoke his or her contributive share. Each spouse has unrestricted access to his or her contributed property.
The spouses are the Trustors and Trustees of the trust. A Special Trustee may be named to protect the trust’s financial resources (Art. 3).

Qualified Subchapter S Trust (16 Pages)

Regular Price: $ 59.00

Special Price: $ 49.00

This is an irrevocable trust designed to be a qualified holder of S corporation stock. In order to be so qualified, the income beneficiary of the trust must be the sole trust beneficiary, entitled to all of the trust income currently. Article 3 of the Form is designed to satisfy this and all of the other statutory requirements of a Qualified Subchapter S Trust (“QSST”). Transfers of stock held in the trust to a beneficiary that would not qualify as a qualified S corporation shareholder are deemed invalid.
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