Estate Planning
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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.
2012, 2013 And Beyond Drafting Issues: 16 Will And Trust Clauses To Address 4 Important Issues (39 Pages)
You will receive 16 clauses addressing these 4 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
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.)
Agreement Between Resident And Nursing Home (10 Pages)
This Form is an Agreement between a nursing home and a prospective resident to allow the resident to move into the nursing home where the resident will receive care. The Agreement requires the resident to assign all of the resident’s property to the nursing home in case it will be needed to provide for such care. The nursing home is given control over, but not absolute ownership of the assets of the resident.
RELATED CLE COURSE(S): Would you like to listen to, and earn CLE credits for, a course on this and/or related topics? If so, please go to www.nlfonline.com for our online CLE courses available 24/7 and to www.nlfcle.com for our CLE courses on Audio CD, DVD and CD-ROM. On both of these web sites, click on your state (or any state if you do not care about earning CLE credits) and scroll down to the course title(s) which interest you.
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)
Please Note: This form is also available in the package below which includes Non-Profit Corporate Certificate of Incorporation and Organizational Minutes of Trustess of Non-Profit Corporation.
This is a Form of By-laws for a non-profit corporation that will apply to the IRS for tax-exempt status as a private foundation. The By-laws are designed to address and comply with all of the IRS requirements in connection with self-dealing, disposition of assets upon dissolution, etc.
Charitable Lead Annuity Trust Clauses (Testamentary) (3 Pages)
This Form consists of the clauses necessary to insert in a Will to create a charitable lead annuity trust. The entire Will is not included here, as the remaining Will provisions can include whatever the draftsman desires in accordance with good will drafting practice. The draftsman may select the charitable organizations to be benefitted, or leave that to the discretion of the Trustee.
Disclaimer Of All Property Left Under Will and All Joint Property (2 Pages)
Disclaimer Of Specific Property (2 Pages)
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