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