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Estate Planning, Wills, and Trusts

AZ guide to estate planning, wills, and trusts.

How-To-Forms

Make Your Own Living Trust - Nolo, 2017 (Law, Reference - KF 734.C58)

This book is a great resource on how to create living trusts, geared specifically for readers without a legal background. This volume contains all of the forms necessary for creating a living trust, as well as step-by-step instructions on properly filling them out.

Topics include: Overview of living trusts; Human realities and living trusts; Common questions about living trusts; What type of trust do you need?; Tax-saving AB trust; Choosing what property to place in a living trust; Trustees; Choosing your beneficiaries; Property left to minor children or young adults; Preparing your living trust document; Transferring property to your trust; Copying, storing, and registering your trust document; Living with your living trust; After a grantor dies; A living trust as part of your estate plan; Wills; and If you need expert help.

Quick and Legal Will Book - Nolo, 2014 (Law, Reference - KF 755.C55)

This resource offers basic step-by-step instructions, as well as the required forms, on how to complete a simple and effective will. The content can be easily understood by all readers, even those without a legal background.

Topics include: Making a basic will; Your beneficiaries; Property ownership; Children; Your executor; Estate planning; Preparing the draft of your will; Preparing and signing your final will; Storing and copying your will; Changing or revoking your will; Further steps; and Forms.

Drafting Wills and Trust Agreements - West, 2009 (Law - KF 755.A65 J67)

This resource is aimed at readers with some legal background or knowledge, as well as for attorneys. The four volume set contains forms, checklists on specific issues, and clauses. Due to the complexity of some of the forms, it may be difficult to use for someone new to estate planning. For those with some knowledge of the estate planning process, this is a very valuable resource.

Topics include:

Volume I: Basic estate planning concepts; Changing landscape of estate planning; Estate planning techniques for small and moderate-sized estates; Estate planning techniques for taxable estates; Special drafting considerations; Planning for generation skipping transfers; Use of estate plan drafting scenarios; Drafting scenarios for married individuals with children; Drafting scenarios for married individuals with no children; Drafting scenarios for unmarried couples with no children; Drafting scenarios for non-traditional couples with children; Drafting scenarios for single individual with children; Drafting scenarios for single individual with no children; Drafting scenarios for decoupled states

Volume II: Drafting system approach; Creation of share and trust dispositive provisions; Short form will; Long form will; Pourover will; Revocable single settlor trust; Revocable joint property trust; Revocable community property trust; Revocable qualified domestic trust; Revocable pet trust; Irrevocable long-term GST (dynasty) trust; Irrevocable Crummey trust/irrevocable life insurance trust; Irrevocable 2503 (C) trust for minors;Irrevocable charitable lead trust; Irrevocable grantor retained trust; Irrevocable intentionally defective grantor trust; Irrevocable spousal lifetime access trust; Irrevocable I.R.A. management (conduit) trust; Irrevocable supplemental needs trust; Irrevocable qualified income trust ("Miller trust" or "income gap trust"); Irrevocable income only trust; Irrevocable qualified personal residence trust; Amending documents; Client letters; Supplemental documents; Client educational materials and informational documents; Drafting checklists- general; Drafting checklists- wills; Drafting checklists-  revocable trusts; Drafting checklists- share/trust details; Drafting checklists- irrevocable trusts; Drafting checklists- amending documents; Drafting checklists- estate planning letters and supplemental documents

Volume III: Clause language- heading and introduction; Clause language- naming family members, beneficiaries, and disinheritance; Clause language- funeral and memorial service instructions; Clause language- trust term, irrevocability, description of property transferred, and allocation into shares; Clause language- executor/trustee succession, fees, and accounting; Clause language- provisions during initial trust term/lifetime of settlor; Clause language- dispositive provisions for beneficiaries at end of trust term or death of settlor/testator; Clause language- share/trust creation clauses and residue disposition; Clause language- share/trust details- share A (marital share); Clause language- share/trust details- trust A (power of appointment marital trust); Clause language- share/trust details - share B (credit shelter share); Clause language- share/trust details- trust B (credit shelter trust or beneficiary's trust)

Volume IV: Clause language- share/trust details- trust C (Qtip trust); Clause language- share/trust details- trust C-1 (reverse Qtip trust); Clause language- share/trust details- trust D (non-exempt GST trust); Clause language- share/trust details- modification of share/trust allocation based on varying estate tax exemption amounts; Clause language- payment of debts and taxes; Clause language- administrative provisions; Clause language- closing provisions; Clause language- pourover provisions; Clause language- amendment and restatement details; Clause language- codicil details; Clause language- letters; Clause language- supplemental documents; Clause language- client educational materials and informational documents