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DEAL FOR A WEEK; New Forms & Books

Deal For A Week - deeply discounted pricing is valid for a limited time.

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3 Irrevocable Life Insurance Trusts (75 Pages)

Regular Price: $ 237.00

Special Price: $ 189.00

SAVE when you purchase three Life Insurance Trust Forms including:

1) Irrevocable Life Insurance Trust With Crummey Powers And Sample Crummey Letter (40 Pages)
2) Irrevocable Survivorship Life Insurance Trust With Crummey Powers And Sample Crummey Letter (33 Pages)
3) Split Dollar Life Insurance Agreement (With Irrevocable Life Insurance Trust As Policy Owner) And Collateral Assignment Of The Policy To The Employer By The Trustee (11 Pages).

5 Irrevocable Trusts (85 Pages)

Regular Price: $ 205.00

Special Price: $ 185.00

Click "Learn More" above for more information about our 5 Irrevocable Trusts.  Alternatively, each Irrevocable Trust may be purchased individually.

2021 Estate And Tax Client Letter (4 Pages)
$ 0.00

The 2021 Estate and Tax Client Planning Letter encourages clients to consider addressing the new opportunities and challenges of 2021.  The letter explains significant changes to Transfer Taxes, Individual Income Taxes, and Business Income Taxes.  Also listed are many planning discussion points to best address the client's tax and estate planning needs in these special times.  Click here for 2 Sample Pages.

Estate Administration Issues and Responsibilities Checklist (13 Pages)
$ 29.00

With recent health and political concerns, more practitioners will be asked for help administering estates than in many years.

Generation-Skipping Transfer (GST) Tax: 22 Practical Clauses (34 Pages)
$ 199.00

The window to take advantage of generous GST planning opportunities and to repair GST planning mistakes might be closing.  Political risk suggests at least the possibility that the current generous GST exclusion may be reduced substantially. This is a critical time to discuss GST planning with clients.

These 22 Practical Clauses Address:
1:  Crucial GST exclusion planning issues involving lifetime transfers to be made as well as those made in prior years for which corrections and revisions are still possible and
2:  Inserting the proper language in estate planning documents to be certain that each individual takes the maximum desired advantage of the GST exclusion, especially taking into account that the exclusion is not portable.
Irrevocable GST Trust for Child (for life) then for Grandchildren with LPA Exercisable for Descendants (23 Pages)
$ 59.00

This is an Irrevocable Generation-Skipping (GST) Trust for child (for life), then for grandchildren i.e. more of a 2-generation trust than a Dynasty Trust. The limited power of appointment must be exercised for descendants and the default is to descendants if the power is not exercised. Thus, clearly there are GST implications.

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