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Will/Trust Clauses

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FORM: The SECURE Act: Special Retirement Plan Disposition Clause For Separate Shares For Inclusion In A Will Or Trust: Separate Handling Of Retirement Plan Distributions In Separate Shares For Beneficiaries In Sub-Trusts Which May Be "Stretched-Out"
$ 69.00

Note: As the result of the SECURE Act, there are separate provisions required for beneficiaries who are minor children of the grantor/testator, disabled beneficiaries, chronically ill beneficiaries, beneficiaries who are less than 10 years younger than the grantor/testator, and all other beneficiaries, whether related to the grantor/testator (such as grandchildren) or not.

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.

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.

4 Charitable Trusts: CLAT, CLUT, CRAT and CRUT (4 Trusts, 158 Pages)
$ 396.00

Save $99 when you purchase ALL 4 Charitable Trust Forms including:  Charitable Lead Annuity Trust (CLAT) (41 Pages), Charitable Lead Unitrust (CLUT) (43 Pages), Charitable Remainder Annuity Trust (CRAT) (38 Pages), and Charitable Remainder Unitrust (CRUT) (36 Pages).  Click "learn more" for a detailed description of each form.

4 Disclaimer Forms (22 Pages)
$ 81.00

Click "Learn More" above for more information about our 4 Disclaimer forms.  Alternatively, each Disclaimer form may be purchased individually. 

5-PAGE WRITTEN GENERAL EXPLANATION: The SECURE Act: A Retirement Plan Distribution Game-Changer
$ 0.00

FREE FORMS: In order to obtain this Free Form, please:
1. click the above "Add To Cart"
2. proceed with Checkout and then
3. if you already have an account, merely login or if you do not yet have an account, just create an account.
You do NOT need to enter any credit card information unless you are purchasing other forms. 


The SECURE Act (Setting Every Community Up for Retirement Enhancement) was signed into law on December 20, 2019, and is effective for deaths occurring in 2020 and beyond.  To assist you in understanding the SECURE Act, Mr. Siegel has written this useful 5-page explanation.
Address the Possibility of Exposure to the Generation-Skipping Transfer Tax and Give the Fiduciary the Opportunity to Avoid the Tax by Creating a General Power of Appointment - 1 Clause (3 Pages)
$ 19.00

With all of the uncertainty in the federal tax laws about the amount of the exclusion from the federal estate tax, the amount of the exclusion from the generation-skipping transfer tax, and the future tax rates to be imposed – as well as the uncertainties inherent in life as to who may survive the testator and what may be the value of the testator’s estate at the time of death – it is helpful to include some “what if” provisions in the Will to address these uncertainties.

CLAUSE 1: Allow for Discretionary Allocations of the GST Exemption; Allow for the Creation of a General Power of Appointment for Skip Persons

Approval Of Accounting By Estate Beneficiaries (4 Pages)
$ 19.00

This is a Form of Approval of Account by Beneficiaries to be used in connection with the administration of an estate

Asset Protection from the Claims of Creditors Clauses - 2 Clauses
$ 19.00

There are essentially two types of asset protection available in a Will, namely spendthrift protection and discretionary trust protection. A spendthrift clause protects against the creditors of a beneficiary attaching the assets at the estate or trust level and forcing a distribution in satisfaction of the creditor’s claim. Discretionary trust protection is based on the fact that a beneficiary lacks an enforceable right to a distribution and has nothing more than an expectancy that cannot be attached by creditors.

2 Clauses To Address The Following Issues:
CLAUSE 1: Spendthrift Clause
CLAUSE 2: Discretionary Trust Distribution Language

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.

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