Drafting Wills and Trust Agreements is simply the best resource available on estate planning in Minnesota. Get yours 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 Wills and Trusts attorneys have spent hundreds of combined hours to make the Drafting Wills and Trusts Deskbook a must-have resource for your practice.

If that is not enough, here are 10+ reasons why you need the Drafting Wills and Trust Agreements with eFormbook, 8th Edition:

1. Joint Revocable Cabin Trust and comments have been completely revised and updated for the new edition.

2. Includes a new Miscellaneous Trust Documents chapter, with the documents you need when forming a trust or dealing with property in a trust.

3. Miscellaneous Clauses and Miscellaneous Documents have been completely reorganized so that you can easily find the clauses and documents that you need.

4. Includes brand new Miscellaneous Clauses and Miscellaneous Documents to help you in your drafting, along with accompanying comments for each new clause or document. These include a new Drop-In Cabin Trust, Stock Option Clause, Farm Clause, Gun Clause, and more.

5. All major forms have been updated with new Minnesota and Federal tax changes.

6. Health Care Directives (HCDs) have been completely revised to include five new forms: a long form HCD, short form HCD, amended HCD, Instructions to a Health Care Agent, and a new multi-page form with suggested language to include in an HCD, depending on your client’s needs..

7. The Postnuptial Agreement and Antenuptial Agreement have been updated in light of the Minnesota Supreme Court’s recent decision in Kremer v. Kremer.

8. Trust forms have been updated to include a revised and improved definition of Independent Trustee expanding the class of trustees that fit within the definition.

9. Special Needs Trust has been updated with new language regarding distributions upon death and termination of the trust.

10. Pour-Over Will has been updated to resolve consistency issues.

11. Crummey Trust has been updated.

12. An all-new Subject Matter Index so that you can easily find the forms and information that you need.

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.

Drafting Wills and Trust Agreements with e Formbook is simply the best resource available on estate planning in Minnesota.

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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