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11 Retirement Plan Beneficiary Designation Forms (11 Forms, 32 Pages)
$ 299.00
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.
12 Elder & Family Law Forms (12 Forms, 162 Pages)
$ 329.00

SAVE when you purchase all 12 Elder & Family Law Forms.  Click "Learn More" above for more information about the 12 Elder & Family Law Forms included.

12 Will Forms (168 Pages)
$ 159.00

SAVE when you purchase ALL 12 WILLS (168 Pages).  Upon purchase, each form will be immediately available and 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 are also available for individual purchase.

 

Prefer to see a full Will before buying the 12 Will Forms?  On the homepage, click "Free Forms", scroll down to the "Will With Charitable Remainder Annuity Trust" form and select it - FREE. 

15 Dispositive Will Clauses (19 Pages)
$ 129.00

PLEASE NOTE: The price of the of ALL (15) Dispositive Will Clauses To Address 6 Key Drafting Issues is just $129. Alternatively, the Will Clause(s) for each drafting issue may be purchased individually for $19 per issue.

To do so, please click "Will/Trust Clauses" category on the homepage and scroll down to the below-titled issue(s) you want.

2 QPRT Forms (28 Pages)
$ 99.00

SAVE 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 (8 Pages)
$ 49.00

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.

21 Administrative Will Clauses (26 Pages)
$ 129.00

PLEASE NOTE: The price of the 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.

3 Subchapter S Trust Forms (43 Pages)
$ 128.00

SAVE when you purchase 3 Subchapter S Trust Forms which includes:  Electing Small Business Trust (13 Pages), Qualified Subchapter S Trust (16 Pages), and Voting Trust Agreement (14 Pages).   

Like-Kind Exchange Documents (8 Forms, 27 Pages)
$ 199.00

This is a package of the necessary documents to be used in connection with a like kind exchange of properties. The package contains both a straightforward Exchange Agreement between two parties in the event a situation arises where there can be a direct exchange in such a manner, and a more common, and more complex situation – a Deferred Exchange Agreement for like kind properties involving several parties and a Qualified Intermediary.

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ONLINE CLE COURSES

Many states permit CLE credits to be earned by study of online courses. To see our many online CLE courses, go to : www.nlfonline.com

Recorded Audio/Video
CLE Courses

Many states permit CLE credits to be earned by study of audio CDs and DVDs. To see our recorded CLE courses, go to : www.nlfcle.com.
 
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