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Drafting Wills and Trust Agreements with eFormbook
The authors of Drafting Wills and Trust
Agreements with eFormbook went above and beyond when producing this
indispensable two-volume publication. Its two-column format serves to simplify
the use of the forms and allows attorneys to more quickly see the reasoning for
drafting considerations of substantive clauses throughout each form. It also
makes it convenient for users to add their own annotations to their personal
edition of this book.
As the leading practitioners in their fields, the authors have designed,
written, and edited this book to offer vital information regarding any and every
estate plan. Drafting Wills and Trust Agreements has become a
cornerstone of Minnesota CLE’s educational publications and an invaluable tool
to attorneys across the board. The general practitioner creating wills for
family members and the probate specialist alike will find the analyses, case
law, and sample forms contained herein to be complete and authoritative sources
of estate and trust knowledge.
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.
Drafting Wills and Trust Agreements is simply the best resource available
on estate planning in Minnesota. Get yours today!
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
Table of Contents –
eFORMBOOK
The
eFormbook is designed to be used in conjunction with the Drafting Wills and
Trust Agreements manual. It provides practitioners with forms that can be
downloaded and adapted to conform to the specific needs of individual clients.
The eFormbook does not include any of the comments found in the manual;
therefore, it is beneficial for you to follow along in the manual to assist you
in filling out the forms. Several of the forms contain optional and alternate
clauses, and it is to your advantage to refer to the comments in the manual when
deciding what to do with these clauses.
1A – Estate Planning and Will Information Form
1B – Estate Planning Engagement Agreement
1C – Dual Representation
2 – Marital Disposition Checklist
3A – Statutory Short Form Power of Attorney
3B – Limited Durable Power of Attorney
3C – General Durable Power of Attorney
3D – Revocation of Power of Attorney
3E – Certification of Copy
4A – Health Care Directive – Long Form
4B – Health Care Directive – Short Form
4C – Instructions for Health Care Agent – Short Form
4D – Health Care Directive – Amended Form
4E – Suggested Health Care Directive Language for Clients
4F – Wallet Insert Health Care Directive Notification
5A – Power of Attorney to Appoint Guardian of a Minor or Incapacitated
Person Under Minn. Stat. § 524.5-211
5B – Designation of Standby or Temporary Custodian
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
13A – Joint Revocable Trust with Disclaimer
13B – Joint Revocable Trust with Formula
14 – Pour-Over Will to a Revocable Trust
15A-1 – Special Gifts: Tangible Personal Property Clause
15A-2 – Special Gifts: Charitable Pecuniary Gift Makeup Clause
15B – Exercise of Power of Appointment
15C – Real Estate: Options to Purchase/Rights of First Refusal Clauses
15D-1a – Residue: Equalization Clause – Lifetime Gifts
15D-1b – Residue: Equalization Clause – Debt Owed by Beneficiary to Decedent
15D-2 – Residue: Charitable Residuary Makeup Clause
15E-1 – Trusts (Drop-In): Single Fund QTIP Marital Trust Incorporating
Delaware Tax Trap
15E-2 – Trusts (Drop-In): Charitable Trust
15E-3 – Trusts (Drop-In): Education Trust
15E-4 – Trusts (Drop-In): House Trust Language for a Will or Revocable Trust
15E-5 – Trusts (Drop-In): Cabin Trust
15E-6 – Trusts (Drop-In): Vindictive In-Law Clause
15E-7 – Trusts (Drop-In): Supplemental Needs Trust
15E-8 – Trusts (Drop-In): Substance Use Problem Clauses
15F-1 – Fiduciary Provisions: Powers of Trustee over 529 Accounts
15F-2a – Fiduciary Provisions: Trustee Powers to Administer Particular
Assets – Stock Options
15F-2b – Fiduciary Provisions: Trustee Powers to Administer Particular
Assets – Mineral Interests
15F-2c – Fiduciary Provisions: Trustee Powers to Administer Particular
Assets – Farms
15F-3 – Fiduciary Provisions: Silent Trust
15F-4 – Fiduciary Provisions: Trust Protector
15F-5 – Fiduciary Provisions: Directed Trust
15G-1 – General Governing Provisions: Cost of Living Adjustments
15G-2 – General Governing Provisions: No Contest
15G-3 – General Governing Provisions: Guns and Firearms
15H – Guardians and Conservators – Custody of Minor Children
15I-1 – Planning for Family Pets: Special Gift of Pet
15I-2 – Planning for Family Pets: Trust Provisions for Pets
15I-3 – Planning for Family Pets: Appointment of Trustee of Trust for Pets
15J – Estate Planning Information Form: Assisted Reproductive Technology
16A – Affidavit of Attorney-in-Fact
16B – Certificates/Affidavits of Custodianship
16C – Codicil
16D – Consent and Waiver to Will/Revocable Trust
16E – International Will Certificate
17A – Revocable Trust Funding Letter
17B – Amendment to Trust (Article/Paragraph)
17C – Amendment & Restatement to Trust (Fully Superseding)
17D – Assignment of LLC Interests
17E – Assignment of Account; General Assignment of Tangible Personal
Property
17H – Affidavit of Trustee in Real Property Transactions
17I – Certificate of Trust
17J – Delegation Form
17K-1 – Trustee Succession Documents: Notice of Appointment of Co/Successor
Trustee (with Acceptance and Receipt)
17K-2 – Trustee Succession Documents: Removal and Appointment of
Trustee/Independent Trustee
17K-3 – Trustee Succession Documents: Resignation of Trustee
19 – Disclaimer
20 – Qualified Domestic Trust Will
22A – Crummey Withdrawal Notice Letter
22B – Single Beneficiary Gift Trust (“Crummey”)
23A – Irrevocable Life Insurance Trust
23B – Second-to-Die Irrevocable Life Insurance Trust
23C – Crummey Withdrawal Notice Letter
26 – Revocable Trust for Retirement Plan Benefits
28 – Supplemental Needs Trust
29A – Joint Revocable Cabin Trust
29B – Operating Agreement Checklist for the Revocable Cabin Trust
30A-1 – Digital Property Authorization Provision for a Will or Trust
30A-2 – Digital Property Prohibition Provision for a Will
30B – Authorization and Consent for Release of Electronically Stored
Information
30C – Online Accounts and Digital Assets Organizer
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