PRODOC TEXAS LIPMAN S WILLS & TRUSTS

Transcription

1 PRODOC TEXAS LIPMAN S WILLS & TRUSTS The more than 465 automated forms in this volume are designed to be the cornerstone of an estate planning practice. Lipman s Wills & Trusts is sophisticated enough for any high-end estate planning project, yet simple and flexible enough to handle smaller estates as well. The forms in this volume cover all aspects of estate planning, including the preparation of wills, living trusts, powers of attorney, medical powers of attorney, HIPAA releases, directives to physicians, irrevocable trusts, buy-sell agreements, and even pre- & post-marital property agreements. WILLS HUSBAND S WILLS Will - Simple - outright to beneficiaries Will - Simple - with separate share trusts Will - Pourover - short version Will - Pourover - long version Will - Bypass Trust only - no marital trust Will - Bypass &/or QTIP Will - Bypass &/or QTIP with separate share trusts Will - Bypass & QTIP with GST exempt trusts Will - Bypass & QTIP with GST exempt & nonexempt trusts WIFE S WILLS Will - Simple - outright to beneficiaries Will - Simple - with separate share trusts Will - Pourover - short version Will - Pourover - long version Will - Bypass Trust only - no marital trust Will - Bypass &/or QTIP Will - Bypass &/or QTIP with separate share trusts Will - Bypass & QTIP with GST exempt trusts Will - Bypass & QTIP with GST exempt & nonexempt trusts INDIVIDUAL S WILLS Will - Simple Will - Pourover - short version Will - Pourover - long version Will - Family / Pooled Trust Will - Separate Share Trusts Will - Separate Share Trusts - GST exempt trusts only Will - Separate Share GST exempt & nonexempt trusts SAME-SEX SPOUSE / DOMESTIC PARTNER #1 WILLS Will - Simple Will - Pourover - short version Will - Pourover - long version Will - Trust for spouse / partner, then sep share trusts Will - Separate Share Trusts for one or more benefs SAME-SEX SPOUSE / DOMESTIC PARTNER #2 WILLS Will - Simple Will - Pourover - short version Will - Pourover - long version Will - Trust for spouse / partner, then sep share trusts Will - Separate Share Trusts for one or more benefs CODICILS Codicil (Husband) Codicil (Wife) Codicil (Indiv) Codicil (Spouse / DP #1) Codicil (Spouse / DP #2) REVOCABLE LIVING TRUSTS HUSBAND & WIFE S JOINT REVOCABLE TRUSTS Rev Trust (H&W) - Pourover to Estate of Deceased Settlor Rev Trust (H&W) - Simple - outright to benefs Rev Trust (H&W) - Simple - with separate share trusts Rev Trust (H&W) - Bypass &/or QTIP Rev Trust (H&W) - Bypass &/or QTIP with separate share trusts Rev Trust (H&W) - Bypass & QTIP with GST exempt trusts Rev Trust (H&W) - Bypass & QTIP with GST exempt & nonexempt trusts HUSBAND S REVOCABLE TRUSTS Rev Trust - Simple - outright to benefs Rev Trust - Simple - with separate share trusts Rev Trust - Bypass &/or QTIP Rev Trust - Bypass &/or QTIP with separate share trusts Rev Trust - Bypass & QTIP with GST exempt trusts Rev Trust - Bypass & QTIP with GST exempt & nonexempt trusts WIFE S REVOCABLE TRUSTS Rev Trust - Simple - outright to benefs Rev Trust - Simple - with separate share trusts Rev Trust - Bypass &/or QTIP Rev Trust - Bypass &/or QTIP with separate share trusts Rev Trust - Bypass & QTIP with GST exempt trusts Rev Trust - Bypass & QTIP with GST exempt & nonexempt trusts INDIVIDUAL S REVOCABLE TRUSTS Rev Trust - Pourover to Estate of Settlor Rev Trust - Simple - outright to beneficiaries Rev Trust - Family / Pooled Trust Rev Trust - Separate Share Trusts SAME-SEX SPOUSE / DOMESTIC PARTNER #1 REVOCABLE TRUSTS Rev Trust (Spouse / DP#1) - Simple - outright to beneficiaries Rev Trust (Spouse / DP#1) - Trust for spouse/partner, then sep share trusts Rev Trust (Spouse / DP#1) - Separate Share Trusts for one or more benefs SAME-SEX SPOUSE / DOMESTIC PARTNER #2 REVOCABLE TRUSTS Rev Trust (Spouse / DP#2) - Simple - outright to beneficiaries Rev Trust (Spouse / DP#2) - Trust for spouse/partner, then sep share trusts Rev Trust (Spouse / DP#2) - Separate Share Trusts for one or more benefs AMENDMENTS TO REVOCABLE TRUSTS Amendment to Revocable Trust (H&W) Amendment to Revocable Trust (Husband) Amendment to Revocable Trust (Wife) Amendment to Revocable Trust (Indiv) Amendment to Revocable Trust (Spouse / DP #1) Amendment to Revocable Trust (Spouse / DP #2) REVOCATIONS OF REVOCABLE TRUSTS Revocation of Revocable Trust (H&W) Revocation of Revocable Trust (Husband) Revocation of Revocable Trust (Wife) Revocation of Revocable Trust (Indiv) 2011 Thomson Reuters Rev Page 1 continued on page 2

2 continued from page Revocation of Revocable Trust (Spouse / DP #1) Revocation of Revocable Trust (Spouse / DP #2) MISCELLANEOUS REVOCABLE LIVING TRUST FORMS HUSBAND & WIFE S MISCELLANEOUS REV TRUST FORMS Memorandum Regarding Funding of Rev Trust (H&W) Letter to Lender Re. Transfer of Account to Rev Trust (H&W) Certification of Trust (for H&W s Rev Trust) Letters Regarding Transfer of Accounts (H&W) Assignment of Property to Revocable Trust (H&W) HUSBAND S MISCELLANEOUS REV TRUST FORMS Memorandum Regarding Funding of Rev Trust Letter to Lender Re. Transfer of Account to Rev Trust Certification of Trust (for Husband s Rev Trust) Letters Regarding Transfer of Accounts Assignment of Property to Revocable Trust WIFE S MISCELLANEOUS REV TRUST FORMS Memorandum Regarding Funding of Rev Trust Letter to Lender Re. Transfer of Account to Rev Trust Certification of Trust (for Wife s Rev Trust) Letters Regarding Transfer of Accounts Assignment of Property to Revocable Trust INDIVIDUAL S MISCELLANEOUS REV TRUST FORMS Memorandum Regarding Funding of Rev Trust Letter to Lender Re. Transfer of Account to Rev Trust Certification of Trust (for Indiv s Rev Trust) Letters Regarding Transfer of Accounts Assignment of Property to Revocable Trust SAME-SEX SPOUSE #1 / DOMESTIC PARTNER #1 MISC REV TRUST FORMS Memorandum Regarding Funding of Rev Trust Letter to Lender Re. Transfer of Account to Rev Trust Certification of Trust (for Spouse / DP #1 s Rev Trust) Letters Regarding Transfer of Accounts Assignment of Property to Revocable Trust LIFE INSURANCE TRUSTS SECOND TO DIE LIFE INSURANCE TRUST Second To Die Life Insurance Trust Agreement Memorandum Regarding Funding of Trust (for Form 7-101) Withdrawal Letters (for Form 7-101) Form to Alter Withdrawal Rights (for Form 7-101) Letter to Insurance Agent (for Form 7-101) Certification of Trust (for Form 7-101) WIFE PRIMARY BENEFICIARY LIFE INSURANCE TRUST Wife Primary Benef Life Ins Trust Agmt - Ins on Husb Memorandum Regarding Funding of Trust (for Form 7-201) Withdrawal Letters (for Form 7-201) Form to Alter Withdrawal Rights (for Form 7-201) Letter to Insurance Agent (for Form 7-201) Certification of Trust (for Form 7-201) Partition Agreement for Insurance Policies (for Form 7-201) Partition Agreement for Cash (for Form 7-201) Release of Community Property Interest - Ins Policies (for Form 7-201) Release of Community Property Interest - Cash (for Form 7-201) HUSBAND PRIMARY BENEFICIARY LIFE INSURANCE TRUST Husband Primary Benef Life Ins Trust Agmt - Ins on Wife Memorandum Regarding Funding of Trust (for Form 7-301) Withdrawal Letters (for Form 7-301) Form to Alter Withdrawal Rights (for Form 7-301) Letter to Insurance Agent (for Form 7-301) Certification of Trust (for Form 7-301) Partition Agreement for Insurance Policies (for Form 7-301) Partition Agreement for Cash (for Form 7-301) Release of Community Property Interest - Ins Policies (for Form 7-301) Release of Community Property Interest - Cash (for Form 7-301) LIFE INSURANCE TRUSTS FOR CHILDREN - INS ON HUSBAND Life Insurance Trusts For Children - Insurance on Husb Memorandum Regarding Funding of Trust (for Form 7-401) Withdrawal Letters (for Form 7-401) Form to Alter Withdrawal Rights (for Form 7-401) Letter to Insurance Agent (for Form 7-401) Certification of Trust (for Form 7-401) LIFE INSURANCE TRUSTS FOR CHILDREN - INSURANCE ON WIFE Life Insurance Trusts For Children - Insurance on Wife Memorandum Regarding Funding of Trust (for Form 7-501) Withdrawal Letters (for Form 7-501) Form to Alter Withdrawal Rights (for Form 7-501) Letter to Insurance Agent (for Form 7-501) Certification of Trust (for Form 7-501) LIFE INSURANCE SPRINKLE TRUST Life Ins Sprinkle Trust Agreement - Ins on H&W Memorandum Regarding Funding of Trust (for Form 7-601) Withdrawal Letters (for Form 7-601) Form to Alter Withdrawal Rights (for Form 7-601) Letter to Insurance Agent (for Form 7-601) Certification of Trust (for Form 7-601) LIFE INSURANCE TRUSTS FOR CHILDREN - INDIVIDUAL SETTLOR Life Ins Trusts For Children Memorandum Regarding Funding of Trust (for Form 7-701) Withdrawal Letters (for Form 7-701) Form to Alter Withdrawal Rights (for Form 7-701) Letter to Insurance Agent (for Form 7-701) Certification of Trust (for Form 7-701) LIFE INSURANCE SPRINKLE TRUST - INDIVIDUAL SETTLOR Life Ins Sprinkle Trust Agreement - Ins on Indiv Memorandum Regarding Funding of Trust (for Form 7-801) Withdrawal Letters (for Form 7-801) Form to Alter Withdrawal Rights (for Form 7-801) Letter to Insurance Agent (for Form 7-801) Certification of Trust (for Form 7-801) INVESTMENT TRUSTS (IDGT OPTIONAL) SEPARATE INVESTMENT TRUSTS - NO INSURANCE - H&W SETTLORS Separate Investment Trusts - no insurance Memorandum Regarding Funding of Trust (for Form 8-101) Withdrawal Letters (for Form 8-101) Form to Alter Withdrawal Rights (for Form 8-101) Certification of Trust (for Form 8-101) INVESTMENT SPRINKLE TRUST - NO INSURANCE - H&W SETTLORS Investment Sprinkle Trust Agreement - no insurance Memorandum Regarding Funding of Trust (for Form 8-201) Withdrawal Letters (for Form 8-201) Form to Alter Withdrawal Rights (for Form 8-201) Certification of Trust (for Form 8-201) SEPARATE INVESTMENT TRUSTS - NO INS - INDIV SETTLOR Separate Investment Trusts - no insurance Memorandum Regarding Funding of Trust (for Form 8-301) Withdrawal Letters (for Form 8-301) Form to Alter Withdrawal Rights (for Form 8-301) Certification of Trust (for Form 8-301) INVESTMENT SPRINKLE TRUST - NO INS - INDIV SETTLOR Investment Sprinkle Trust Agreement - no insurance Memorandum Regarding Funding of Trust (for Form 8-401) Withdrawal Letters (for Form 8-401) Form to Alter Withdrawal Rights (for Form 8-401) Page 2 continued on page 3

3 continued from page Certification of Trust (for Form 8-401) S CORPORATION TRUSTS QUALIFIED S CORPORATION TRUSTS - H&W SETTLORS Qualified S Corporation Trust Agreement Memorandum Regarding Funding of Trust (for Form 9-101) Withdrawal Letters (for Form 9-101) Form to Alter Withdrawal Rights (for Form 9-101) Certification of Trust (for Form 9-101) QUALIFIED S CORPORATION TRUSTS - INDIV SETTLOR Qualified S Corporation Trust Agreement Memorandum Regarding Funding of Trust (for Form 9-201) Withdrawal Letters (for Form 9-201) Form to Alter Withdrawal Rights (for Form 9-201) Certification of Trust (for Form 9-201) GRANDCHILDREN S TRUSTS GRANDCHILDREN S TRUSTS - H&W SETTLORS Grandchildren s Trust Agreement - GST qualifying Memorandum Regarding Funding of Trust (for Form ) Withdrawal Letters (for Form ) Form to Alter Withdrawal Rights (for Form ) Certification of Trust (for Form ) GRANDCHILDREN S TRUSTS - INDIV SETTLOR Grandchildren s Trust Agreement - GST qualifying Memorandum Regarding Funding of Trust (for Form ) Withdrawal Letters (for Form ) Form to Alter Withdrawal Rights (for Form ) Certification of Trust (for Form ) 2503(C) TRUSTS 2503(C) TRUST - H&W SETTLORS (c) Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) 2503(C) TRUST - INDIVIDUAL SETTLOR (c) Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) QUALIFIED PERSONAL RESIDENCE TRUSTS QUALIFIED PERSONAL RESIDENCE TRUST - H&W SETTLORS Qualified Personal Residence Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) QUALIFIED PERSONAL RESIDENCE TRUST - HUSBAND SETTLOR Qualified Personal Residence Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) QUALIFIED PERSONAL RESIDENCE TRUST - WIFE SETTLOR Qualified Personal Residence Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) QUALIFIED PERSONAL RESIDENCE TRUST - INDIV SETTLOR Qualified Personal Residence Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) CHARITABLE REMAINDER ANNUITY TRUSTS CHARITABLE REMAINDER ANNUITY TRUST - H&W SETTLORS Charitable Remainder Annuity Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) Page 3 CHARITABLE REMAINDER ANNUITY TRUSTS - HUSBAND SETTLOR Charitable Remainder Annuity Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) CHARITABLE REMAINDER ANNUITY TRUST - WIFE SETTLOR Charitable Remainder Annuity Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) CHARITABLE REMAINDER ANNUITY TRUST - INDIV SETTLOR Charitable Remainder Annuity Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) CHARITABLE REMAINDER UNITRUSTS CHARITABLE REMAINDER UNITRUST - H&W SETTLORS Charitable Remainder Unitrust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) CHARITABLE REMAINDER UNITRUST - HUSBAND SETTLOR Charitable Remainder Unitrust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) CHARITABLE REMAINDER UNITRUST - WIFE SETTLOR Charitable Remainder Unitrust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) CHARITABLE REMAINDER UNITRUST - INDIV SETTLOR Charitable Remainder Unitrust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) CHARITABLE LEAD TRUSTS CHARITABLE LEAD TRUST - H&W SETTLORS Charitable Lead Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) CHARITABLE LEAD TRUST - HUSBAND SETTLOR Charitable Lead Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) CHARITABLE LEAD TRUST - WIFE SETTLOR Charitable Lead Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) CHARITABLE LEAD TRUST - INDIV SETTLOR Charitable Lead Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) GRANTOR RETAINED ANNUITY TRUSTS GRANTOR RETAINED ANNUITY TRUST - HUSBAND SETTLOR Grantor Retained Annuity Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) GRANTOR RETAINED ANNUITY TRUST - WIFE SETTLOR Grantor Retained Annuity Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) GRANTOR RETAINED ANNUITY TRUST - INDIV SETTLOR Grantor Retained Annuity Trust Agreement Memorandum Regarding Funding of Trust (for Form ) continued on page 4

4 continued from page Certification of Trust (for Form ) GRANTOR RETAINED UNITRUSTS GRANTOR RETAINED UNITRUST - HUSBAND SETTLOR Grantor Retained Unitrust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) GRANTOR RETAINED UNITRUST - WIFE SETTLOR Grantor Retained Unitrust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) GRANTOR RETAINED UNITRUST - INDIV SETTLOR Grantor Retained Unitrust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) SUPPLEMENTAL NEEDS TRUSTS SUPPLEMENTAL NEEDS TRUST - H&W SETTLORS Supplemental Needs Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) SUPPLEMENTAL NEEDS TRUST - HUSBAND SETTLOR Supplemental Needs Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) SUPPLEMENTAL NEEDS TRUST - WIFE SETTLOR Supplemental Needs Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) SUPPLEMENTAL NEEDS TRUST - INDIV SETTLOR Supplemental Needs Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Certification of Trust (for Form ) QUALIFIED INCOME ( MILLER OR (D)(4)(B) ) TRUST Qualified Income ( Miller ) Trust Agreement Memorandum Regarding Funding of Trust (for Form ) Letter from Attorney to Bank (for Form ) MISCELLANEOUS FORMS PRELIMINARY INFORMATION FORMS Preliminary Information (Married clients) Preliminary Information (Indiv client) Preliminary Information (Same-sex Spouses / Domestic Partners) FACT FINDERS Attorney Fact Finder (Married clients) Attorney Fact Finder (Indiv client) Attorney Fact Finder (Same-sex Spouses / Domestic Partners) FEE AGREEMENTS Fee Agreement (Married clients) Fee Agreement (Indiv client) Fee Agreement (for one Same-sex Spouse / Domestic Partner) Fee Agreement (for two Same-sex Spouses / Domestic Partners) NOTICE REGARDING DOCUMENTS DEPOSITED WITH ATTORNEY Notice Regarding Documents Deposited With Attorney Notice Regarding Documents Deposited With Attorney Notice Regarding Documents Deposited With Attorney Notice Regarding Documents Deposited With Attorney Notice Regarding Documents Deposited With Attorney WILL & CODICIL SIGNING CEREMONY Will & Codicil Signing Ceremony (for Husband & Wife) Will & Codicil Signing Ceremony (for Indiv) Will & Codicil Signing Ceremony (for Same-sex Spouse #1 / DP #1) Will & Codicil Signing Ceremony (for Same-sex Spouse #2 / DP #2) MISCELLANEOUS DOCUMENTS HUSBAND S MISCELLANEOUS DOCUMENTS Medical Power of Attorney HIPAA Release Directive to Physicians Combo Directive to Physicians & Medical POA Durable Power of Attorney Notice to Person Executing Power of Attorney Notice to Person Accepting Appointment as Agent Certification of Agent Affidavit of Physician (that Husband lacks capacity) Texas Probate Code Provisions Revocation of Power of Attorney Revocation of Medical Power of Attorney Declaration of Guardian Appointment of Guardian For Children Designation of Health Care Agent for Children Memorandum Regarding Personal Belongings Declaration for Mental Health Treatment Appointment of Agent to Dispose of Remains Form to Donate Body for Medical Study Gift by a Living Donor Exhibit Video Will Checklist WIFE S MISCELLANEOUS DOCUMENTS Medical Power of Attorney HIPAA Release Directive to Physicians Combo Directive to Physicians & Medical POA Durable Power of Attorney Notice to Person Executing Power of Attorney Notice to Person Accepting Appointment as Agent Certification of Agent Affidavit of Physician (that Wife lacks capacity) Texas Probate Code Provisions Revocation of Power of Attorney Revocation of Medical Power of Attorney Declaration of Guardian Appointment of Guardian For Children Designation of Health Care Agent for Children Memorandum Regarding Personal Belongings Declaration for Mental Health Treatment Appointment of Agent to Dispose of Remains Form to Donate Body for Medical Study Gift by a Living Donor Exhibit Video Will Checklist INDIVIDUAL S MISCELLANEOUS DOCUMENTS Medical Power of Attorney HIPAA Release Directive to Physicians Combo Directive to Physicians & Medical POA Durable Power of Attorney Notice to Person Executing Power of Attorney Notice to Person Accepting Appointment as Agent Certification of Agent Affidavit of Physician (that Indiv lacks capacity) Texas Probate Code Provisions Revocation of Power of Attorney Revocation of Medical Power of Attorney Declaration of Guardian Appointment of Guardian For Children Page 4 continued on page 5

5 continued from page Designation of Health Care Agent for Children Memorandum Regarding Personal Belongings Declaration for Mental Health Treatment Appointment of Agent to Dispose of Remains Form to Donate Body for Medical Study Gift by a Living Donor Exhibit Video Will Checklist SAME-SEX SPOUSE / DOMESTIC PARTNER #1 MISC DOCS Medical Power of Attorney HIPAA Release Directive to Physicians Combo Directive to Physicians & Medical POA Durable Power of Attorney Notice to Person Executing Power of Attorney Notice to Person Accepting Appointment as Agent Certification of Agent Affidavit of Physician (that Spouse / DP #1 lacks capacity) Texas Probate Code Provisions Revocation of Power of Attorney Revocation of Medical Power of Attorney Declaration of Guardian Appointment of Guardian For Children Designation of Health Care Agent for Children Memorandum Regarding Personal Belongings Declaration for Mental Health Treatment Appointment of Agent to Dispose of Remains Form to Donate Body for Medical Study Gift by a Living Donor Exhibit Video Will Checklist SAME-SEX SPOUSE / DOMESTIC PARTNER #2 MISC DOCS Medical Power of Attorney HIPAA Release Directive to Physicians Combo Directive to Physicians & Medical POA Durable Power of Attorney Notice to Person Executing Power of Attorney Notice to Person Accepting Appointment as Agent Certification of Agent Affidavit of Physician (that Spouse / DP #2 lacks capacity) Texas Probate Code Provisions Revocation of Power of Attorney Revocation of Medical Power of Attorney Declaration of Guardian Appointment of Guardian For Children Designation of Health Care Agent for Children Memorandum Regarding Personal Belongings Declaration for Mental Health Treatment Appointment of Agent to Dispose of Remains Form to Donate Body for Medical Study Gift by a Living Donor Exhibit Video Will Checklist DEEDS Deed (H&W) - Transfer to Husband and Wife s Joint Revocable Trust Deed (H&W) - Transfer half to H s Rev Trust & half to W s Rev Trust Deed - Transfer to Husband s Revocable Trust Deed - Transfer to Wife s Revocable Trust Deed - Transfer to Individual s Revocable Trust Deed - Transfer to Spouse / DP #1 s Rev Trust Deed - Transfer to Spouse / DP #2 s Rev Trust Deed (H&W) - Transfer to Husband and Wife s QPRT Deed (H&W) - Transfer half to H s QPRT & half to W s QPRT Deed - Transfer to Husband s QPRT Deed - Transfer to Wife s QPRT Deed - Transfer to Individual s QPRT SECTION 142 TRUST Section 142 Trust Agreement Application to Establish Section 142 Trust Order Establishing Section 142 Trust Trustee s Application To Approve Sect. 142 Trustee Fees Order Approving Section 142 Trustee s Fees SECTION 867 MANAGEMENT TRUST Section 867 Management Trust Agreement Application to Establish Section 867 Trust Order Establishing Section 867 Trust Trustee s Application To Approve Sect. 867 Trustee Fees Order Approving Section 867 Trustee Fees FAMILY LIMITED PARTNERSHIP Agreement of Limited Partnership Certificate of Formation Assignment of Limited Partner Interest Subscription Agreement Memorandum Regarding Administration of FLP Assumed Name Certificate MARITAL PROPERTY AGREEMENTS PRE-MARITAL PROPERTY AGREEMENT Pre-marital Agreement Pre-marital Agreement Attorney Checklist (for use with Form ) Voluntary Waiver of Further Disclosure (for use with Form ) Reaffirmation of Premarital Agreement (for use with Form ) POST-MARITAL PROPERTY AGREEMENT - COMPREHENSIVE Post-marital Agreement - Comprehensive Post-marital Agreement Attorney Checklist (for use with Form ) Voluntary Waiver of Further Disclosure (for use with Form ) POST-MARITAL PROPERTY AGREEMENT - CASH AND SPECIFIED ASSETS Post-marital Agreement - Cash and Specified Assets Voluntary Waiver of Further Disclosure (for use with Form ) AGREEMENT TO CONVERT SEPARATE PROPERTY TO COMMUNITY PROPERTY Agreement to Convert Separate Property to Community Property AUTHORIZATION AGREEMENTS Authorization Agreement (for Husband and Wife) Authorization Agreement Authorization Agreement (Same-sex Spouse #1 / DP #1) Authorization Agreement (Same-sex Spouse #2 / DP #2) Authorization Agreement For Nonparent Relative - DFPS Form 2638 BUY SELL AGREEMENTS Wait and See Buy Sell Agreement Cross Purchase Buy Sell Agreement Stock Redemption Buy Sell Agreement MISCELLANEOUS LETTERS & FORMS ANSWERS TO FREQUENTLY ASKED QUESTIONS Answers to Frequently Asked Questions TRUST ADMINISTRATION DOCUMENTS Affidavit of Successor Trustee TRANSMITTAL LETTERS Letter Sent with Drafts Letter Sent with Signed Originals LETTERS REGARDING NEW TAX LAWS Letter to client regarding 2010 Tax Act - Long Version Letter to client regarding 2010 Tax Act - Short Version Page 5