Drafting Wills and Trust Agreements is simply the best resource available on estate planning in Minnesota. Get your copy today!

Drafting Wills and Trust Agreements
with eFormbook

The Deskbook simplifies the use of the forms, allowing attorneys to see the reasoning for drafting considerations of substantive clauses throughout each form.

Drafting Wills and Trust Agreements with eFormbook

A committee of thirteen experienced will and trust attorneys have spent hundreds of combined hours to make the Drafting Wills and Trusts Deskbook a must-have resource for your practice.

Here are 10 reasons why you need the Drafting Wills and Trust Agreements with eFormbook, 8th Edition:

1. Nine of the most commonly used Wills and Trust Agreement forms have been fully revised to be as client-focused as possible, including the Basic Will, Contingent/Disclaimer Family Trust Will, Maritalized Family Trust Will, Revocable Trust for a Single Person, Revocable Trust with Disclaimer, Maritalized Revocable Trust, Joint Revocable Trust with Disclaimer, Joint Revocable Trust with Formula, and Revocable Trust for Retirement Plan Benefits.

2. Substantive paragraphs that clients are most focused on are now at the beginning of the forms, including a new introductory section of “My Family,” which allows clients to see their family listed prominently at the beginning of the document.

3. For various testamentary trusts, the income and principal options have been combined and more options provided for mandatory and discretionary income and principal distributions. The updated forms also include variations on distributions and terminations for children’s testamentary trusts.

4. The revised forms include additional options on when an independent trustee can or must be in place.

5. Now, two different signing options (one-step self-proved affidavit or two-step signature block plus affidavit) are included in the revised forms.

6. Fundamental chapters on the Essentials of Estate Planning, Marital Deduction, Powers of Attorney, and Health Care Directive have been completely revised and updated.

7. The Miscellaneous Clauses Chapter includes a brand-new section on assisted reproductive technology with sample provisions and corresponding comments.

8. Other miscellaneous clauses have been extensively updated, including clauses on real estate options, a single fund QTIP marital trust incorporating the Delaware tax trap, and a supplemental needs trust.

9. The Digital Assets Chapter includes a new clause on prohibiting access to digital property.

10. Also includes extensive revisions to chapter comments throughout!

And much, much more!

Moreover, with the purchase of this manual, you'll receive electronic access to its companion eFormbook. The eFormbook offers non-annotated, customizable copies of the myriad documents discussed in the text, which can be adjusted to suit the preferences of any user.

Table of Contents –

Volume 1

1. Essentials of Estate Planning

2. The Marital Deduction

3. Powers of Attorney

4. Health Care Directive

5. Nomination of Guardian

6. Basic Will

7. Will with Trusts

8. Contingent/Disclaimer Family Trust Will

9. Maritalized Family Trust Will

10. Revocable Trust for a Single Person

11. Revocable Trust with Disclaimer

12. Maritalized Revocable Trust

13. Joint Revocable Trust

14. Pour-Over Will to a Revocable Trust

15. Miscellaneous Clauses

Volume 2

16. Miscellaneous Documents

17. Miscellaneous Trust Documents

18. Beneficiary Designation

19. Disclaimer

20. Qualified Domestic Trust Will (QDOT)

21. Qualified Personal Residence Trust (QPRT)

22. Single Beneficiary Gift Trust (Crummey)

23. Irrevocable Life Insurance Trust

24. Charitable Remainder Trusts

25. Charitable Lead Trusts

26. Revocable Trust for Retirement Plan Benefits

27. Special Needs Trust

28. Supplemental Needs Trust

29. Joint Revocable Cabin Trust

30. Digital Assets

31. Antenuptial Agreement

32. Postnuptial Agreement

Table of Authorities

Subject Index

eFORMBOOK
Non-annotated, customizable copies of forms discussed in the text.

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