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DEAL FOR A WEEK & New Form(s)

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

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5 Irrevocable Trusts (85 Pages)

Regular Price: $ 275.00

Special Price: $ 189.00

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

Dynasty Trust (34 Pages)

Regular Price: $ 99.00

Special Price: $ 79.00

This Form is a Dynasty Trust, intended to be created for the benefit of the children and more remote descendants of the Grantor, and designed to be a perpetual trust. Ideally, this trust is created in a State that has repealed the rule against perpetuities, thus allowing for the perpetual duration of the trust.

Electing Small Business Trust (13 Pages)

Regular Price: $ 59.00

Special Price: $ 49.00

This Trust is an Electing Small Business Trust, i.e. a Trust created to follow the rules and requirements that allow this Trust to be treated as a valid S corporation shareholder. The Electing Small Business Trust is often used in estate and/or income tax planning where S corporation owners wish to transfer some of the S corporation shares, but do not wish their children to gain any control over the corporation (hence no outright transfer) or be obliged to receive annual distributions of income (as would be the requirement if a Qualified Subchapter S Trust were created). The “ESBT” allows more control of the stock and its income by the Trustee. The Trust may also hold property other than the shares of an S corporation. 
Electronic/Digital/Internet Evidence (56-Page Book)
$ 35.00

Released June 22, 2018 - Written by Michael J. Hutton, Esquire.
Click the above "Learn More" button to read the Table of Contents, several Sample Pages and Mr. Hutter's curriculum vitae.

 

Planning For The 99% - Persons With Estates Below The Transfer Tax Exclusions -2018 Updated Edition (26-Page Book)
$ 49.00

Released October 15, 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.

See-Through Trust For IRAs and Retirement Plans (14 Pages)

Regular Price: $ 99.00

Special Price: $ 79.00

This Form of an IRA and Retirement Plan Beneficiary See-Through Trust is designed to distribute the Grantor’s Retirement Plans, qualified plans as well as IRAs, to a trust as the designated beneficiary of the Retirement Plans for the lifetime benefit of a child of the Grantor. The required minimum distributions rules must be observed, and the Trustee is authorized in its discretion to make payments to the Beneficiary as well as to the spouse and children of the Beneficiary. Provision is also made for additional issue of the Beneficiary.

Spousal Lifetime Access Trust (SLAT) (10 Pages)

Regular Price: $ 59.00

Special Price: $ 49.00

This is a Form of a Spousal Lifetime Access Trust. With the increased transfer tax exclusion in 2018 and the concern that the law will sunset in eight years – and possibly sooner via political change, the SLAT is an excellent way for a person to make a transfer using this trust that names his or her spouse as the primary beneficiary without claiming the marital deduction, so that the donor spouse is assured of using the increased exclusion just in case it is reduced in the future.  

 

The New California Rules Of Professional Conduct (30-Page Book)
$ 30.00

Released December 21, 2018 - Written by Eric R. Deitz, Esquire
Click the above "Learn More" button to read the Table of Contents, several Sample Pages and Mr. Deitz's curriculum vitae.

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