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Estate Planning

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Buy-Sell Stockholders' Agreement: Entity Purchase (19 Pages)
$ 49.00
Mr. Siegel, who wrote, and uses for his clients, this Form, advises that these buy-sell agreements are now more attractive to clients. Specifically, he says:
 
"Since the 2017 Act repealed the corporate alternative minimum tax, the prior law making life insurance payments owned by a corporation and collected at death to facilitate a buy-sell an AMT tax preference is over. That discouraged some C corporation entity purchases. They may be more favorable now."

This is an entity purchase Stockholders’ Agreement whereby the Corporation is the purchaser of the stock of a deceased or disabled stockholder. The Agreement addresses a number of situations where a stockholder may wish to sell his or her stock, namely a sale to a third party, death and permanent disability. Article IV gives the corporation first, then the remaining stockholders, a right of first refusal to purchase the shares of a stockholder wishing to sell. Note that the price indicated here for the “insiders” to buy is the lesser of the third-party offered price or the agreed-upon price for the stock included in the Agreement. If desired, that could be changed to force the insiders to meet the offered price.
By-Laws Of A Non-Profit Corporation (16 Pages)
$ 29.00

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.

California "Springing" Durable Power Of Attorney (8 Pages)
$ 39.00

This Form is a California “springing” power of attorney. “Springing” means it becomes effective upon the declaration by a licensed physician that the person granting the power is incapacitated. The Form is designed for use in California but it is certainly usable in other States as well. Note that it includes a specific power in Article 4.3(b) for the Agent to make gifts.

California Advance Health Care Directive (5 Pages)
$ 19.00

This Form is an Advance Health Care Directive designed to comply with the requirements of California law. However, it may certainly be adapted for use in other States. Part I of the Form is a power of attorney for health care and appoints a person authorized to act for the signer of this document. Part II of the Form may address specific guidance regarding the nature of the health care which the signer of the document wishes to receive (or not receive).

California Joint Revocable (Living) Trust (47 Pages)
$ 99.00

This Form is a joint revocable trust for spouses prepared to comply with California law. It addresses what should be done with the trust property while both spouses are alive, and how the trust property is to be administered after the death of one spouse.

 

Click here - TABLE OF CONTENTS - for the 2-Page Synopsis Of Terms and the 5-Page Table of Contents.

California Pour Over Will (13 Pages)
$ 49.00

This Form is a pour-over Will for use in California in conjunction with a Revocable Trust. The Will provides that any assets in the decedent’s personal name at the time of death are to be paid over to the Revocable Trust and administered in accordance with the terms of that trust.

Charitable Lead Annuity Trust (CLAT) (41 Pages)
$ 99.00

This is a Form of Charitable Lead Annuity Trust designed to meet the requirements of the Internal Revenue Code, the Regulations, and the Rulings issued thereunder. It has been drafted to accommodate either an inter vivos trust or a testamentary trust, as will be seen from the alternative paragraphs provided. It provides for a selected annuity benefit payable to the charitable beneficiary for a chosen period of years. Upon the termination of the trust, the Form provides for an outright distribution to the descendants of the Grantor. This could be modified to provide for a distribution instead to a trust for descendants, to a generation-skipping trust, etc.

Charitable Lead Unitrust (CLUT) (43 Pages)
$ 99.00

This is a Form of Charitable Lead Unitrust Trust designed to meet the requirements of the Internal Revenue Code, the Regulations, and the Rulings issued thereunder. It has been drafted to accommodate either an inter vivos trust or a testamentary trust, as will be seen from the alternative paragraphs provided. It provides for a selected unitrust benefit payable to the charitable beneficiary for a chosen period of years. Upon the termination of the trust, the Form provides for an outright distribution to the descendants of the Grantor. This could be modified to provide for a distribution instead to a trust for spouse and/or descendants, to a generation-skipping trust, etc.

Charitable Remainder Annuity Trust (CRAT) (38 Pages)
$ 99.00

This is a Form of Charitable Remainder Annuity Trust designed to meet the requirements of the Internal Revenue Code, the Regulations, and the Rulings issued thereunder. It has been drafted to accommodate either an inter vivos trust or a testamentary trust, as will be seen from the alternative paragraphs provided.

Charitable Remainder Unitrust (CRUT) (36 Pages)
$ 99.00

This is a Form of Charitable Remainder Unitrust designed to meet the requirements of the Internal Revenue Code, the Regulations, and the Rulings issued thereunder. It has been drafted to accommodate either an inter vivos trust or a testamentary trust, as will be seen from the alternative paragraphs provided. It provides for a selected unitrust period benefit payable to the non-charitable beneficiary for life, rather than for a specific number of years, but could be easily modified, if desired, to provide for a benefit for a non-charitable beneficiary for a specific term of years (not to exceed twenty, by law).

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