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LIVINGT.FMS
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1997-07-22
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2KB
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33 lines
charity.BLD Charitable trust
~This form prepares a charitable trust and can be used as the
~base document for an IRS approved charitable trust.
3270.BLD Living Trust basic form
~This prepares a general revocable living trust, which is used
~as an estate planning tool. This type of arrangement was
~popularized by Dacey's Book, How to Avoid Probate.
20611.BLD Nominee trust
~In the event that a transaction is best done through a nominee
~this will prepare a nominee trust.
3280.BLD Revocation of living trust basic form
~This form can be used to revoke any revocable living trust.
bsntrust.BLD Business Trust
~On occasion businesses are better conducted through a trust
~rather than a corporation, partnership or proprietorship.
charitru.BLD Unitrust charitable declaration
~Prepare a charitable unitrust.
pouro.BLD Pour over will
~A will providing for any assets which are not already owned by
~your living trust to be transferred to the living trust.
trustend.bld Termination of trust, receipt/discharge
~Used when a trust is terminated to obtain a receipt for
~distribution of property to the trust beneficiaries.
irrevlif.bld Irrevocable life insurance trust, funded
~Used to avoid having the proceeds of life insurance included in
~a person's gross estate. This form is used when paid up
~insurance is the trust corpus.
irevlif2.bld Irrevocable life insurance trust, unfunded
~Used to avoid having the proceeds of life insurance included in
~a person's gross estate. This form is used when the policy
~premiums are not paid up. Provides for failure of the settlor to
~continue funding the policy.