Trust Agreement

About this category:

A Trust Agreement is a legally binding contract that sets out the rules for managing and distributing trust assets.

Templates in this category:

Revocable Trust for Individual with Spouse or Partner: Pot Trust for Children (Massachusetts)

This legal template likely pertains to a revocable trust created by an individual who has a spouse or partner, residing in Massachusetts. The trust might include provisions for the children, such as a pot trust arrangement where assets are held collectively for their benefit until a specified condition is met.

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3

Revocable Trust for Individual with Spouse or Partner: Pot Trust for Children (Illinois)

This legal template is a document specifically designed for individuals in Illinois who have a spouse or partner and would like to create a revocable trust. The trust includes a pot trust provision that ensures the assets are managed for the benefit of their children.

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22
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5

Memorandum to Client: Funding Revocable Joint Trust for Couple (Illinois)

This legal template is a memorandum addressed to a client in Illinois, providing guidance and information regarding the establishment of a funding revocable joint trust for a couple. The template likely includes details on the legal process, requirements, and benefits of creating this type of trust in Illinois.

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18
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5

Appointment of Successor Trustee for Revocable Trust: Settlor is Not Outgoing Trustee (New Jersey)

This legal template is a document used in New Jersey, USA, for appointing a successor trustee to a revocable trust when the settlor is not the current trustee. It outlines the process and responsibilities involved in transferring trustee duties to a new individual or entity.

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9
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6

Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (New Jersey)

This legal template likely pertains to the creation and establishment of a Charitable Remainder Annuity Trust (CRAT) in the state of New Jersey, following the regulations and guidelines outlined by USA law. It specifically addresses the aspect of consecutive interests for two measuring lives, which may relate to certain provisions or requirements unique to this jurisdiction.

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22
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1

Letter to Client: Drafts of Simple Revocable Trust Contracts for Individual with Spouse or Partner (Texas)

This legal template is a letter to a client providing draft versions of simple revocable trust contracts specifically designed for individuals living in Texas with a spouse or partner. The template complies with laws under the jurisdiction of the United States of America.

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2

Memorandum to Client: Funding Revocable Trust (Massachusetts)

This legal template is a memorandum addressed to a client in Massachusetts regarding funding a revocable trust. It likely provides information and guidance on the process of transferring assets into a revocable trust, ensuring the trust is properly funded and effective.

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15
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1

Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (Texas)

The legal template is likely a document that establishes a Charitable Remainder Annuity Trust in Texas, following USA law. It outlines a plan for donating assets to a charitable organization while also providing fixed income for two individuals, referred to as measuring lives, for a specific period.

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12
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1

Revocable Trust for Individual with Spouse or Partner: Pot Trust for Children (Texas)

This legal template likely pertains to the creation of a revocable trust in Texas, specifically for an individual who has a spouse or partner. The trust may include provisions for a pot trust, which is a type of trust that distributes assets to multiple beneficiaries, potentially including children.

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16
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4

Revocable Trust for Individual with Spouse or Partner: Simple (New York)

This legal template is a simple revocable trust designed for individuals in New York who have a spouse or partner. The trust allows them to transfer assets, outline beneficiaries, and appoint a successor trustee while maintaining the flexibility to make changes or revoke the trust as needed.

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Resignation of Trustee Under Florida Statutes § 736.0705(1)(a) (Florida)

This legal template could be about the process and requirements for a trustee to formally resign from their role in accordance with Florida Statutes 736.0705(1)(a). It would outline the necessary steps and considerations for a trustee in Florida to effectively and lawfully terminate their trust responsibilities.

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4

Revocable Trust for Individual with Partner: Trust for Partner (Illinois)

This legal template could be about a revocable trust created by an individual in Illinois, specifically for the benefit of their partner. The trust allows the person creating it to retain control over the trust assets during their lifetime and specifies how those assets should be managed and distributed to the partner upon their death.

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14
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1

Restatement of Revocable Trust Contract (Pennsylvania)

This legal template could be a document outlining the terms and conditions for a revocable trust in the state of Pennsylvania, including provisions for trust funding, asset management, beneficiary designation, and revocation or amendment processes.

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20
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5

Revocable Joint Trust for Married Couple: Simple (Pennsylvania)

This legal template is a document that allows a married couple in Pennsylvania to set up a Joint Trust, which is modifiable or revocable during their lifetime. It is a straightforward and simplified version of a trust agreement, enabling couples to manage their assets jointly and outline instructions for distribution upon death or incapacity.

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5

Revocable Trust for Married Individual: Marital Trust and Clayton Provision (California)

This legal template is a document designed for married individuals in California who want to establish a revocable trust. It includes provisions for a marital trust and a Clayton provision, which allows the spouse to have control over certain assets while ensuring their ultimate distribution to beneficiaries.

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6
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3

Charitable Remainder Annuity Trust (CRAT): One Measuring Life (New Jersey)

This legal template likely pertains to the creation and regulation of a Charitable Remainder Annuity Trust (CRAT) in the state of New Jersey, under the legal framework of the United States. The template may include provisions regarding the determination of the measuring life, which refers to the individual whose lifespan determines the duration of the trust.

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2
Contract sub-type

CRAT

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Revocable Trust For Single Individual: Pot Trust For Children

This legal template likely pertains to a revocable trust created by an individual, allowing them to designate how their assets should be managed and distributed after their passing. Specifically, it includes provisions for a "pot trust" where assets are held for the benefit of children until they reach a certain age or milestone.

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21
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5

Appointment of Successor Trustee for Revocable Trust: Settlor Is Outgoing Trustee (California)

This legal template is designed to appoint a new successor trustee for a revocable trust in California, USA when the settlor (the person who created the trust) is stepping down from their role as the trustee.

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5
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2

Drafts of Revocable Trusts with Credit Shelter and QTIP Trusts for Married Individual (Letter to Client)

This legal template provides drafts of Revocable Trusts with Credit Shelter and QTIP Trusts specifically tailored for married individuals, as per USA law. It includes a letter addressed to the client discussing the details and implications of these trust arrangements.

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Revocable Trust for Individual with Spouse or Partner: Separate Share Trusts for Children (California)

This legal template likely outlines the creation of a revocable trust for an individual with a spouse or partner in California. It may explain the establishment of separate share trusts for the benefit of their children, ensuring protection and distribution of assets according to their wishes.

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14
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2

Letter to Client: Drafts of Simple Revocable Trust Contracts for Individual with Spouse or Partner (California)

This legal template provides a letter to a client along with draft versions of simple revocable trust contracts for individuals who have a spouse or partner, specifically tailored for California residents under USA law.

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4

Declaration of Homestead for Primary Residence in Revocable Trust (Massachusetts)

This legal template pertains to declaring a homestead for one's primary residence, which is held in a revocable trust. Specifically designed for residents of Massachusetts, this document will enable individuals to protect their property through complying with the applicable laws under the jurisdiction of the United States.

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12
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6

Memorandum to Client: Funding Revocable Trust (Illinois)

This legal template could be a memorandum addressed to a client in Illinois providing information and guidance regarding the funding of a revocable trust. It may outline the necessary steps, documentation, and considerations in transferring assets into the trust for the client's estate planning purposes.

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18
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6

Letter to Client: Drafts of Revocable Trust with Separate Share Trusts for Children for Individual with Spouse or Partner (Pennsylvania)

This legal template is a letter to a client providing drafts of a revocable trust tailored for individuals with spouses or partners, including separate share trusts for their children. It specifically applies to residents of Pennsylvania, in accordance with US law.

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15
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5

Charitable Remainder Annuity Trust (CRAT): Number of Years (Pennsylvania)

This legal template likely pertains to the establishment and administration of a Charitable Remainder Annuity Trust (CRAT) in Pennsylvania, USA. It specifically addresses the determinations and regulations related to the number of years this type of trust may endure under US law.

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21
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5

Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (Pennsylvania)

This legal template covers the creation and establishment of a Charitable Remainder Annuity Trust (CRAT) in the state of Pennsylvania under United States law. It specifically addresses concurrent and consecutive interests for two measuring lives.

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17
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2

Restatement of Revocable Trust Contract (Georgia)

This legal template could be a document that outlines the terms and conditions for creating and administering a revocable trust in the state of Georgia. It may provide a clear restatement of the trust agreement, including provisions related to trustees, beneficiaries, distributions, and revocation rights.

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Revocable Trust for Individual with Spouse or Partner: Simple (California)

This legal template is a Revocable Trust specifically designed for individuals residing in California who have a spouse or partner. It provides a straightforward framework for organizing and managing assets, allowing flexibility for modifications or revocation as necessary.

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1

Letter to Client: Drafts of Revocable Trusts with Credit Shelter and QTIP Trusts for Married Individual (California)

This legal template is a letter to a client in California, USA, discussing the draft versions of Revocable Trusts with Credit Shelter and QTIP Trusts for a married individual. It provides guidance on the legal aspects of these trusts under USA law.

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22
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3

One Measuring Life (CRAT)

This legal template could be about creating a Charitable Remainder Annuity Trust (CRAT), which allows individuals to donate assets to a charitable organization while retaining a fixed income stream for a set period or lifetime. It outlines the necessary provisions and conditions for establishing and managing such a trust.

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14
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2

Letter to Client: Drafts of Revocable Trusts with Pot Trust for Children for Individual with Spouse or Partner (Georgia)

This legal template is a letter addressed to a client in Georgia, USA, discussing the drafts of revocable trusts with pot trust provisions for children. It specifically pertains to individuals who have a spouse or partner and aims to provide legal guidance in accordance with Georgia and US law.

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Irrevocable Inter Vivos Gift Trust: Trust For Non-Spouse Beneficiary

This legal template is meant for creating an irrevocable inter vivos gift trust, specifically designed for a non-spouse beneficiary. It is designed to comply with the laws of the United States of America.

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Letter to Client: Drafts of Revocable Trusts with Pot Trust for Children for Individual with Spouse or Partner (Texas)

This legal template is a letter to a client regarding the drafts of revocable trusts with a pot trust for children. It specifically applies to individuals in Texas who have a spouse or partner. The template addresses the legal aspects and requirements under USA law.

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Charitable Remainder Annuity Trust (CRAT): One Measuring Life (Florida)

This legal template likely outlines the establishment and terms of a Charitable Remainder Annuity Trust (CRAT) in the state of Florida, under United States law. It specifically pertains to the trust's duration, distribution, and beneficiaries, while also mentioning the involvement of a measuring life in the trust provisions.

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Contract sub-type

CRAT

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Revocable Trust for Married Individual: Credit Shelter and QTIP Trusts with GST Tax Planning (Illinois)

This legal template is designed for married individuals in Illinois who wish to create a revocable trust that combines credit shelter and qualified terminable interest property (QTIP) trusts. It also includes provisions for generation-skipping transfer (GST) tax planning.

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13
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1

Number of Years (CRAT)

This legal template may pertain to establishing a Charitable Remainder Annuity Trust (CRAT) and conforming to the relevant regulations for a specified period of time under United States law.

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4

Restatement of Revocable Trust Contract (New York)

This legal template could be a document outlining the terms and conditions of a revocable trust in the state of New York, including provisions related to the grantor, trustee, beneficiaries, assets, distribution, revocation, and other key aspects of the trust arrangement.

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12
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5

Irrevocable Life Insurance Trust For Married Individual: Trust For Spouse & Children

This legal template is likely a document that helps married individuals in the USA create an irrevocable life insurance trust to protect their spouse and children's financial well-being in the event of the individual's death. It outlines the provisions and guidelines for managing the trust.

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Memorandum to Client: Funding Revocable Trust

This legal template is a memorandum that provides guidance to a client on how to fund a revocable trust. It may include instructions on transferring assets, updating beneficiary designations, and other necessary steps to ensure the trust is properly funded.

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4

Revocable Trust for Married Individual: Marital Trust and Clayton Provision (New York)

This legal template likely outlines the establishment of a revocable trust for a married individual in New York. It would likely discuss the provisions for a marital trust and the inclusion of a Clayton provision, which allows the trust maker to maintain control over the assets during their lifetime while providing for distribution after their passing.

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18
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1

Charitable Remainder Annuity Trust (CRAT): One Measuring Life (Massachusetts)

This legal template likely pertains to the establishment and regulation of a Charitable Remainder Annuity Trust (CRAT) in the state of Massachusetts, USA. It likely involves determining the designated measuring life for the trust and outlines the legal requirements and provisions specific to CRATs under US law.

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15
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2
Contract sub-type

CRAT

Use this template

Appointment of Successor Trustee for Irrevocable Trust (Pennsylvania)

This legal template outlines the process for appointing a new trustee to oversee an irrevocable trust in Pennsylvania, in accordance with USA law.

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20
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6

Letter to Financial Institution: Transfer of Accounts to Revocable Trust (New York)

This legal template is a letter addressed to a financial institution in New York, informing them of the transfer of accounts to a revocable trust according to the laws of the United States.

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Letter to Client: Drafts of Simple Revocable Trust Contracts for Individual with Spouse or Partner (Pennsylvania)

This legal template is a letter addressed to a client, providing drafts of simple revocable trust contracts specifically tailored for individuals with a spouse or partner residing in Pennsylvania under the jurisdiction of USA law.

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17
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5

Letter to Client: Outline Simple Revocable Trust Contract for Single Individual (California)

This legal template provides a letter to a client outlining a simple revocable trust contract specifically designed for a single individual residing in California, in accordance with the laws of the United States.

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Revocable Trust for Individual with Spouse or Partner: Simple (Illinois)

This legal template is a document for creating a revocable trust agreement specifically designed for individuals residing in Illinois who have a spouse or partner. The template offers a simple and straightforward approach to establishing a trust that can be amended or cancelled by the grantor during their lifetime.

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Appointment of Successor Trustee for Irrevocable Trust (California)

This legal template outlines the process of appointing a successor trustee for an irrevocable trust in the state of California according to the laws of the United States of America.

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3

Restatement of Revocable Trust Contract (Illinois)

This legal template is a document that outlines the terms and conditions of a revocable trust contract in the state of Illinois. It provides a restatement of the trust agreement, including provisions related to trust assets, beneficiaries, trustees, and any specific instructions or conditions set by the settlor.

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6

Irrevocable 2503(c) Minor's Trust

This legal template could be a document outlining the establishment and terms of an Irrevocable 2503(c) Minor's Trust in accordance with USA law. It likely covers the necessary conditions, obligations, and beneficiaries involved in managing and distributing the trust funds for the benefit of a minor.

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Revocable Joint Trust for Married Couple: Disclaimer Trust (Texas)

This legal template is a revocable joint trust specifically designed for married couples in Texas. It includes provisions for a disclaimer trust, allowing the couple to potentially disclaim or redirect certain assets within the trust for tax planning and asset protection purposes.

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Revocable Trust for Married Individual: Disclaimer Trust (Pennsylvania)

This legal template is a Revocable Trust designed specifically for a married individual in the state of Pennsylvania. It includes provisions for a Disclaimer Trust, whereby the beneficiary can disclaim part of their inheritance, allowing it to be distributed to another individual or entity.

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Appointment of Successor Trustee for Revocable Trust: Settlor is Outgoing Trustee (New York)

This legal template is a document that can be used to appoint a successor trustee for a revocable trust in the state of New York, under the laws of the United States. It is specifically designed for cases where the settlor, who originally established the trust, is no longer able or willing to serve as the trustee.

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15
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1

Letter to Client: Drafts of Revocable Trusts with Marital Trust and Clayton Provision for Married Individual (Florida)

This legal template is a letter addressed to a client and involves the preparation of Revocable Trusts with Marital Trust and Clayton Provision for a married individual residing in Florida, governed by United States law.

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Memorandum to Client: Funding Revocable Trust (Georgia)

This legal template is a memorandum addressed to a client in Georgia regarding the process and considerations involved in funding a revocable trust. It likely covers aspects such as transferring assets into the trust, understanding the implications, and ensuring proper documentation and procedures are followed.

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Revocable Trust for Single Individual: Separate Share Trusts for Children (Georgia)

This legal template is likely to be a document outlining the establishment of a revocable trust for a single individual in Georgia. The trust may include separate share trusts for the individual's children, allowing for the distribution of assets or property to each child separately.

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25
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Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (New York)

This legal template pertains to a Charitable Remainder Annuity Trust (CRAT) established in the state of New York under USA law. It addresses the concurrent and consecutive interests for two measuring lives, ensuring the distribution of income to beneficiaries while also supporting charitable causes.

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18
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4

Letter to Financial Institution: Transfer of Accounts to Revocable Trust (Georgia)

This legal template is a letter drafted by an individual residing in Georgia, under the jurisdiction of USA law, to a financial institution. It requests the transfer of their accounts to a revocable trust, ensuring proper estate planning and asset management.

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26
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5

Revocable Trust for Married Individual: Disclaimer Trust (New Jersey)

This legal template is a revocable trust document specifically designed for married individuals in New Jersey. It establishes a disclaimer trust, allowing the grantor to transfer assets to the trust while retaining control and flexibility over the assets during their lifetime. The trust document also includes provisions that enable the grantor's spouse to disclaim a portion of the trust assets, which may have significant tax benefits.

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Revocable Trust for Individual with Spouse or Partner: Separate Share Trusts for Children (New York)

This legal template likely provides a framework for creating a revocable trust specifically designed for an individual with a spouse or partner. It may include provisions for establishing separate share trusts for the children as beneficiaries. The template could be tailored to comply with the laws and regulations of New York.

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Letter to Client: Outline Simple Revocable Joint Trust for Married Couple (Texas)

This legal template is a brief letter intended to outline the details of a Simple Revocable Joint Trust for a married couple residing in Texas, as per the laws of the United States.

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2

Revocable Trust for Individual with Partner: Trust for Partner (California)

This legal template is a document that establishes a revocable trust for an individual residing in California who wants to secure assets for their partner. The trust allows the individual to transfer their assets and specify instructions on management, use, and distribution of these assets throughout their lifetime while they maintain the ability to amend or revoke the trust.

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template Rabbi Trust Contract

This legal template is a contract for establishing a Rabbi Trust, a type of nonqualified deferred compensation plan. It outlines the terms and conditions between an employer and employee regarding the deferral of compensation to a trust for future distribution.

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Revocable Trust for Single Individual: Pot Trust for Children (Florida)

This legal template is a document that establishes a revocable trust for a single individual in the state of Florida. It specifically includes a pot trust provision for the benefit of children, allowing the assets to be distributed among multiple beneficiaries as per the grantor's instructions.

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18
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6

Letter to Client: Drafts of Revocable Trusts with Credit Shelter and QTIP Trusts with GST Planning for Married Individual (California)

This legal template is a letter addressed to a client regarding the drafts of revocable trusts with credit shelter and QTIP trusts, specifically designed for a married individual in California. The template covers necessary legal aspects and insights on GST planning under USA law.

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Revocable Trust for Married Individual: Marital Trust and Clayton Provision (Florida)

This legal template likely pertains to a revocable trust specifically designed for married individuals in the state of Florida. It includes provisions related to a marital trust and the Clayton provision, addressing estate planning strategies and asset distribution within the trust.

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Charitable Remainder Annuity Trust (CRAT): Concurrent and Consecutive Interests For Two Measuring Lives (Georgia)

This legal template is a document that outlines the establishment and management of a Charitable Remainder Annuity Trust (CRAT) in the state of Georgia, under the laws of the United States. The template specifically addresses the allocation of concurrent and consecutive interests for two measuring lives.

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Revocable Trust for Single Individual: Pot Trust for Children (Texas)

This legal template likely details the creation of a revocable trust specifically designed for a single individual in Texas, with provisions for a pot trust for their children. The template may include instructions on how to establish, fund, and manage the trust, and outline the conditions and distribution of assets to the children.

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Revocable Joint Trust for Married Couple: Simple (Illinois)

This legal template is a document for creating a revocable joint trust specifically designed for a married couple residing in Illinois. It provides a straightforward and easily customizable framework for managing and distributing their combined assets during their lifetime and after their passing.

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Letter to Client: Drafts of Revocable Trusts with Credit Shelter and QTIP Trusts for Married Individual (New York)

This legal template is a letter addressed to a client and relates to the drafting of revocable trusts with specific provisions for credit shelter and QTIP trusts. It pertains specifically to married individuals residing in New York and is based on the laws of the United States.

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Letter to Client: Drafts of Simple Revocable Trust Contracts for Individual with Spouse or Partner

This legal template provides a letter to clients containing drafts of simple revocable trust contracts specifically tailored for individuals who have a spouse or partner, all in accordance with the laws of the United States.

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24
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Restatement of Revocable Trust Contract (Massachusetts)

This legal template is likely a document that outlines the key terms and provisions of a revocable trust contract in the state of Massachusetts. It may include details about assets, beneficiaries, trustees, distributions, and any conditions or requirements for modifying or revoking the trust.

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Revocable Trust for Single Individual: Simple (California)

This legal template likely refers to a document that enables a single individual in California to establish a revocable trust. The trust allows the individual to manage their assets during their lifetime and designate beneficiaries to receive those assets upon their death. This template is likely designed to be straightforward and easy to use.

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20
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Letter to Client: Drafts of Revocable Trust with Separate Share Trusts for Children for Individual with Spouse or Partner (New Jersey)

This legal template is a letter addressed to a client in New Jersey, USA, regarding the drafts of a revocable trust. The trust includes separate share trusts for children of an individual who has a spouse or partner. The template likely provides instructions and details on the legal process and requirements for setting up such a trust.

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Revocable Trust for Individual with Spouse or Partner: Simple

This legal template could be a document outlining the terms and conditions for a revocable trust created by an individual who has a spouse or partner. The purpose of this trust may be to manage assets and provide for the financial security of the beneficiary and their partner. The template likely offers a simple and easily customizable framework for creating such a trust.

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Letter to Client: Drafts of Revocable Trusts with Trust for Partner for Unmarried Partners (Pennsylvania)

This legal template is a letter addressed to a client and it pertains to the drafting of revocable trusts with a specific focus on establishing a trust for unmarried partners in Pennsylvania, United States, according to applicable law.

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Letter to Client: Drafts of Revocable Trusts with Disclaimer Trust for Married Individual (California)

This legal template is a letter addressed to a client and pertains to the drafting of revocable trusts with a disclaimer trust for a married individual in the state of California, under the jurisdiction of USA law. Such a document would provide guidance and assistance to the client in creating and managing their trusts to ensure compliance with relevant legal requirements.

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Appointment of Successor Trustee for Irrevocable Trust (Georgia)

This legal template likely pertains to designating a new trustee to manage an irrevocable trust in the state of Georgia, according to the laws of the United States.

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Letter to Client: Outline Revocable Trust with Separate Share Trusts for Children for Single Individual (New Jersey)

This legal template is designed to be a letter addressed to a client in New Jersey, USA, providing an outline of a revocable trust structure. The template specifically focuses on incorporating separate share trusts for children, in the context of an individual client.

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Release of Community Property Interest: Trust for Spouse and Children - Marital Property Contract (California)

This legal template is centered around the release of community property interest in a trust for the spouse and children, as part of a marital property contract governed by California state law.

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Drafts of Revocable Trusts with Marital Trust and Clayton Provision for Married Individual (Letter to Client)

This legal template showcases a written communication to a client regarding the preparation of a Revocable Trust, specifically tailored for married individuals in the United States. The document includes provisions for a Marital Trust and Clayton Provision, allowing for customization and protection of assets.

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15
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Letter to Client: Outline Simple Revocable Trust Contract for Single Individual (Pennsylvania)

This legal template is a letter to a client that provides an outline for a Simple Revocable Trust Contract specifically designed for a single individual residing in Pennsylvania, under the jurisdiction of US law.

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26
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Charitable Remainder Annuity Trust (CRAT): Number of Years (Massachusetts)

This legal template is a document that outlines the establishment and parameters for a Charitable Remainder Annuity Trust (CRAT) with a specific number of years as the trust term. It pertains to Massachusetts state law and adheres to the legal guidelines within the United States of America.

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Revocable Living Trust Agreement (Genie AI)

This legal template could be about a legal document that establishes a revocable living trust agreement, which allows a person to transfer their assets into a trust during their lifetime and have control over them while they are alive, while also providing the ability to easily amend or revoke the trust as needed.

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Revocable Trust for Individual with Spouse or Partner: Simple (Massachusetts)

This legal template is a document designed for individuals in Massachusetts who want to create a simple revocable trust, specifically for individuals with a spouse or partner. The template outlines the provisions and guidelines for establishing and managing the trust, allowing the creator to retain control and make changes if necessary.

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Memorandum to Client: Funding Revocable Trust (New York)

This legal template is a brief memorandum sent to a client in New York, providing guidance and instructions on how to fund a revocable trust. It may include details on transferring assets, updating beneficiary designations, and ensuring compliance with relevant state laws and regulations.

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Revocable Trust For Single Individual: Separate Share Trusts For Children

This legal template likely outlines the creation of a revocable trust for a single individual, with separate share trusts established for their children. It may include provisions for asset distribution, beneficiary rights, trustee responsibilities, and contingencies for the individual's incapacity or death.

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Revocable Trust for Single Individual: Separate Share Trusts for Children (New Jersey)

This legal template likely focuses on creating a revocable trust for a single individual in New Jersey, with the intention of setting up separate share trusts for their children. The template could provide guidance on how to form and structure such a trust to ensure proper distribution and management of assets for the individual and their children.

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Revocable Joint Trust for Married Couple: Credit Shelter and QTIP Trusts (California)

This legal template provides a comprehensive solution for married couples in California to create a revocable joint trust that includes credit shelter and QTIP trusts. It allows spouses to maximize tax benefits, protect assets, and control the distribution of their estate.

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Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (Illinois)

This legal template could be a document outlining the creation and terms of a charitable remainder annuity trust (CRAT) in the state of Illinois, governed by USA law. It may detail the consecutive interests for two measuring lives, determining how income and assets will be distributed to both beneficiaries and stated charitable organizations.

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Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (Pennsylvania)

This legal template may provide guidance on setting up a Charitable Remainder Annuity Trust (CRAT) in Pennsylvania, USA. It likely includes provisions for two measuring lives, referring to individuals whose lifetimes are used to determine the duration of the trust and potential income distribution.

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25
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Revocable Trust for Married Individual: Credit Shelter and QTIP Trusts with GST Tax Planning (New Jersey)

This legal template is a document that helps guide a married individual in New Jersey to create a revocable trust. The template focuses on including provisions for Credit Shelter and QTIP trusts, which aim to maximize tax benefits and provide asset protection. Additionally, it includes GST tax planning strategies to ensure an efficient wealth transfer to future generations.

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21
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Revocable Trust for Single Individual: Pot Trust for Children (Georgia)

This legal template likely involves a revocable trust document specific to the state of Georgia. It is designed for single individuals who want to establish a trust for their children, known as a pot trust. The trust can be modified or revoked by the individual during their lifetime.

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Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (Florida)

This legal template outlines the establishment and regulations surrounding a Charitable Remainder Annuity Trust (CRAT) in the state of Florida under USA law. It specifically focuses on the consecutive interests for two measuring lives, ensuring compliance with applicable regulations governing these charitable trusts.

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Revocable Joint Trust for Married Couple: Credit Shelter and QTIP Trusts with GST Tax Planning (Texas)

This legal template is likely a document for a married couple in Texas to create a revocable joint trust. The trust includes provisions for credit shelter and QTIP (Qualified Terminable Interest Property) trusts, which are utilized for estate tax planning purposes. Additionally, the trust addresses the generation-skipping transfer (GST) tax planning.

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Revocable Trust for Individual with Spouse or Partner: Separate Share Trusts for Children (Georgia)

This legal template could be a document outlining the creation of a revocable trust for an individual with a spouse or partner in Georgia. The trust may include separate share trusts for the children involved, ensuring that their interests are protected and managed in accordance with the creator's wishes.

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Letter to Client: Drafts of Revocable Trusts with Pot Trust for Children for Individual with Spouse or Partner (New York)

This legal template is a letter to a client that includes drafts of revocable trusts with a pot trust for children. It is specifically designed for individuals residing in New York, under the jurisdiction of USA law.

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Revocable Trust for Individual with Spouse or Partner: Simple (Florida)

This legal template appears to be about a revocable trust specifically designed for an individual residing in the state of Florida who has a spouse or partner. The template is likely intended to create a simple and flexible arrangement for managing and distributing assets during the individual's lifetime and after their passing.

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Charitable Remainder Annuity Trust (CRAT): Number of Years (New Jersey)

This legal template likely provides a standard form or guidance for creating a Charitable Remainder Annuity Trust (CRAT) for a specific duration (number of years) in the state of New Jersey, in accordance with the laws of the United States. A CRAT is a type of trust used for philanthropic purposes, allowing the donor to receive fixed annual payments for a specified time before the remaining assets are transferred to a chosen charity.

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Charitable Remainder Annuity Trust (CRAT): Consecutive Interests For Two Measuring Lives (Massachusetts)

This legal template could be about creating a Charitable Remainder Annuity Trust (CRAT) in the state of Massachusetts under USA law. The trust would provide consecutive benefits to two individuals, typically measured by their lives, with the remaining assets designated for charitable purposes.

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Revocable Joint Trust for Married Couple: Credit Shelter and QTIP Trusts with GST Tax Planning (California)

This legal template is likely a document that helps married couples in California establish a Revocable Joint Trust. This trust may include provisions for Credit Shelter and QTIP trusts, which can help minimize estate taxes. Additionally, the template might also provide guidance for GST (Generation-Skipping Transfer) tax planning.

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4