Irrevocable Trusts included in the Template Set:

  • Life Insurance Trusts (“ILIT’s) (including a “SLAT” option);
  • An Intentionally Defective Grantor Trust (“IDGT”);
  • Special Needs Trusts (1st person and 3rd party);
  • Educational Trusts;
  • Qualified Personal Residence Trusts (“QPRT’s);
  • Grantor Retained Annuity Trust (“GRAT’s”);
  • Charitable Remainder Trusts (“CRAT’s” and “CRUT’s” including: net income with make-up; “flips”; and, successor income beneficiary provisions);
  • A Medicaid Intentionally Defective Grantor Trust (“MIDGiT”; for prospective planning);
  • Personal Residence Medicaid Trust (an intentionally defective grantor trust to avoid the “recovery lien” on the personal residence); and,
  • A Qualified Income Trust (an “income gap” trust also known as a “Miller Trust”).

Coming Soon

  • A Charitable Remainder Lead Trust (“CLT”)

Key Benefits:

  • Keyed to Trust & Wills answer files so common information does not need to be re-entered (although the Trust & Wills template set is not a requirement for use).
  • Program allows different attorneys/support staff to prepare documents for same client using common answer file.
  • One year free updates and revisions to templates (subsequent update subscription only $150/year).
  • Full, thirty day money back guarantee.

The Irrevocable Trusts template set is only $700.00

($550.00 if purchased with the Trusts & Wills template set)

No sales tax and no shipping costs

Purchase Now