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:

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

This legal template is a letter addressed to a client providing drafts of revocable trusts with credit shelter and QTIP trusts. Specifically designed for a married individual residing in Pennsylvania, the template also includes GST tax planning, all in compliance with USA law.

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5

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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3
Contract sub-type

CRAT

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Revocable Trust for Married Individual: Disclaimer Trust (California)

This legal template is likely a document that outlines the creation of a revocable trust for a married individual in the state of California. Specifically, it focuses on a disclaimer trust, which allows the spouse to disclaim or decline a portion of their inheritance, thereby passing it on to further beneficiaries for tax planning and other purposes.

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4

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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5

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

This legal template is a letter addressed to a client in Florida, USA. It contains drafts of a revocable trust that includes separate share trusts for children, in the case of an individual with a spouse or partner. The purpose is to provide legal guidance and documentation for the client's estate planning needs.

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Memorandum to Client: Funding Revocable Joint Trust (Texas)

This legal template could be a memorandum that provides guidance and information to a client regarding the process and requirements for funding a revocable joint trust in the state of Texas.

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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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7
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6

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

This legal template is likely a document that outlines the terms and conditions of a Charitable Remainder Annuity Trust (CRAT) specific to the state of California under the laws of the United States. It would specify the number of years that the trust will remain in effect, providing income to beneficiaries before the remaining assets are donated to a charitable organization.

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14
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5
Contract sub-type

CRAT

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Appointment of Successor Trustee for Irrevocable Trust (New Jersey)

This legal template provides a means for appointing a successor trustee for an irrevocable trust in New Jersey, in adherence to the laws governing trusts in the United States of America.

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

This legal template is a letter addressed to a client regarding the drafts of revocable trusts with credit shelter and QTIP trusts, focusing on GST tax planning for a married individual in the state of Texas under the laws of the United States.

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17
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1

Revocable Joint Trust for Married Couple: Simple (Texas)

This legal template likely pertains to a revocable joint trust specifically designed for married couples residing in Texas. It could provide a simple and flexible way for couples to manage their assets, outline distribution plans, and ensure the trust can be modified or revoked during their lifetime.

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Revocable Trust for Married Individual: Disclaimer Trust (Georgia)

This legal template likely pertains to a revocable trust specifically designed for married individuals in the state of Georgia. It may outline the establishment of a trust that allows the individual to disclaim certain assets, potentially for tax or other purposes.

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

This legal template is likely a document relating to a revocable trust for a single individual in the state of Illinois. It specifically involves the creation of separate share trusts for the individual's children, allowing for efficient and flexible management and distribution of assets to each child.

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

This legal template is designed to provide a draft of a Revocable Trust for married individuals, with provisions for a Credit Shelter Trust, QTIP Trust, and GST planning. It is intended to be used as a letter to the client, outlining the details of the trust structure and its implications under USA 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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21
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Revocable Trust for Married Individual: Credit Shelter and QTIP Trusts with GST Tax Planning (Georgia)

This legal template is a document specifically designed for married individuals residing in Georgia. It establishes a revocable trust for the purpose of utilizing credit shelter and QTIP (Qualified Terminable Interest Property) trusts, including GST (Generation-Skipping Transfer) tax planning, in order to protect and manage their assets.

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Appointment of Successor Trustee for Revocable Trust: Settlor Is Not Outgoing Trustee (California)

This legal template is specifically designed for individuals in California, USA who are looking to appoint a successor trustee for their revocable trust, with the settlor (person creating the trust) not being the outgoing trustee. The template likely outlines the necessary legal procedures and requirements for appointing a successor trustee in compliance with California law.

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

This legal template is likely a document that establishes a revocable joint trust for a married couple in Texas. The trust may include provisions for both a credit shelter trust, which can minimize estate taxes, and a QTIP (Qualified Terminable Interest Property) trust, which allows the surviving spouse to benefit from certain assets while still ensuring their ultimate distribution as desired.

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

This legal template is a document governing the establishment and operation of a Charitable Remainder Annuity Trust (CRAT) in the state of Florida, following the laws of the United States. It addresses the concurrent and consecutive interests for two measuring lives, ensuring compliance and protection for involved parties.

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

This legal template is a letter addressed to a client and contains drafts of simple revocable trust contracts tailored for individuals who have a spouse or partner in the state of Florida, under the jurisdiction of United States law.

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Appointment of Successor Trustee For Revocable Trust: Settlor is Outgoing Trustee

This legal template provides a formal document for appointing a successor trustee for a revocable trust, where the settlor (the person who created the trust) is currently the trustee but wishes to appoint someone else to assume this role. The template is applicable under the laws of the United States of America.

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

This legal template is a letter to a client who is requesting drafts of revocable trusts with a pot trust for children. Specifically designed for individuals with a spouse or partner residing in Pennsylvania, this template adheres to USA law.

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

This legal template likely pertains to a revocable joint trust that a married couple can establish in the state of California. It specifically involves the inclusion of a disclaimer trust, which allows the beneficiaries to disclaim their interest in the trust assets. This document may provide guidelines regarding the establishment, modification, and revocation of the trust.

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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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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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Letter to Client: Outline Revocable Trust with Separate Share Trusts for Children for Single Individual

This legal template is a letter addressed to a client, providing an outline of a revocable trust under USA law. Specifically, it includes provisions for separate share trusts for children, intended for a single individual.

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25
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1

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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Restatement of Revocable Trust Contract (California)

This legal template outlines the provisions and terms of a revocable trust contract in the state of California. It may include details regarding trustee duties, distribution of assets, and the ability to revoke or modify the trust.

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

This legal template contains draft revocable trusts specifically designed for unmarried partners in the USA. The template includes a letter to the client that provides information and guidance on setting up a trust for the partner to ensure their interests and assets are protected.

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

This legal template outlines the process of appointing a new trustee for a revocable trust in the state of Georgia, USA. It specifically addresses the situation where the settlor (the creator of the trust) is stepping down as the trustee.

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

This legal template is a document specific to residents of New York who want to create a revocable trust. The trust is designed for individuals who have a spouse or partner and wish to establish a pot trust for their children. The template likely provides guidance on the terms and conditions of the trust, including asset distribution and management.

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Revocable Trust for Single Individual: Simple (New York)

This legal template could be a document outlining the provisions for a revocable trust specifically designed for a single individual in New York. It likely covers basic and straightforward terms related to the management and distribution of the individual's assets during their lifetime and after their death.

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Appointment of Successor Trustee for Irrevocable Trust (New York)

This legal template is a document that provides a framework for appointing a successor trustee for an irrevocable trust under USA law in the state of New York. It outlines the process and requirements for transferring trustee responsibilities in the event of incapacity, resignation, or death of the original trustee.

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

This legal template is an outline for a letter to a client that describes the creation of a revocable trust with separate share trusts for children. The template specifically applies to single individuals in Pennsylvania, following the laws of the United States.

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

This legal template is a letter addressed to a client, providing drafts of revocable trusts with a disclaimer trust for a married individual located in New Jersey, following the legal requirements set by USA law.

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

This legal template is a letter addressed to a client in California, outlining the details of a revocable trust with separate share trusts for children. It is applicable under USA law and provides guidance on the legal process.

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4

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 Individual with Partner: Trust for Partner (New Jersey)

This legal template could be a document outlining a revocable trust for an individual residing in New Jersey who wishes to include their partner as a beneficiary or trustee. The trust can be modified or terminated by the individual during their lifetime.

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

This legal template could be a document outlining the establishment of a revocable trust in the state of Florida, specifically designed for an individual who wants to provide financial support and protection for their partner. The trust would detail the assets, beneficiaries, and terms under which the trust can be modified or revoked.

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

This legal template provides a framework for creating a revocable trust in Pennsylvania for a single individual. It includes provisions to establish separate share trusts for children, enabling the individual to allocate assets and designate beneficiaries for each child's trust within the overall revocable trust structure.

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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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Restatement of Revocable Joint Trust Contract (Texas)

This legal template likely pertains to a document outlining the terms and conditions of a revocable joint trust in the state of Texas. It would provide clarity on how assets and property are managed, distributed, and revoked within the trust agreement.

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

This legal template is a letter addressed to a client in Pennsylvania, USA. It contains drafts of revocable trusts with a disclaimer trust specifically for married individuals. The template likely provides guidance and instructions on how to establish and manage these trusts under USA law.

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Revocable Joint Trust for Married Couple or Registered Domestic Partners: Simple (California)

This legal template is designed for married couples or registered domestic partners in California, creating a revocable joint trust. It offers a simplified and straightforward approach to managing assets, property, and estate planning arrangements for the couple.

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Revocable Trust for Married Individual: Credit Shelter and QTIP Trusts (Florida)

This legal template is likely about establishing a revocable trust for a married individual in the state of Florida. The trust has two key features, a credit shelter trust and a qualified terminable interest property (QTIP) trust, which are commonly used to minimize estate and gift taxes while ensuring the wealth is protected and distributed according to the individual's wishes.

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Revocable Trust for Single Individual: Simple (Massachusetts)

This legal template is designed for a single individual in Massachusetts who wants to create a revocable trust. The document provides a straightforward and easy-to-use format for setting up a trust that can be modified or revoked during the individual's lifetime.

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

This legal template is a letter sent to a client and provides drafts of simple revocable trust contracts specifically designed for individuals with a spouse or partner in Massachusetts, under the jurisdiction of USA law.

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Letter to Client: Outline Revocable Trust with Pot Trust for Children for Single Individual

This legal template is a letter addressed to a client, outlining the details of a revocable trust with a pot trust for children. It is designed for single individuals residing in the United States and serves to provide a concise and comprehensive understanding of the trust's provisions and implications.

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

This legal template is likely a document that establishes a revocable trust specifically designed for an individual residing in Pennsylvania who wants to provide for their domestic partner. The trust allows the grantor to retain control and make amendments until their death, at which point the assets will be transferred to the partner as specified in the trust terms.

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

This legal template likely provides drafts of revocable trusts with a specific provision called a disclaimer trust, designed for married individuals. The content appears to be in the form of a letter addressed to a client, ensuring compliance with USA law.

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

This legal template pertains to appointing a successor trustee for a revocable trust in Texas, under the jurisdiction of USA law, where the current trustee (settlor) is stepping down from their role.

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6

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

This legal template is a letter addressed to a client, outlining the establishment of a Revocable Joint Trust with a Disclaimer Trust for a married couple in the state of Texas, following the laws of the United States.

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15
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1

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

This legal template is a document that establishes a revocable trust for a single individual in New York. It also includes separate share trusts for their children, allowing for the efficient management and distribution of assets to each child according to their specific needs and circumstances.

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20
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3

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

This legal template serves as a letter to a client outlining the provisions and terms of a Simple Revocable Trust Contract designed for a single individual under USA law. The document provides a comprehensive framework for the client to establish a trust and manage their assets accordingly.

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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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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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6

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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Letter to Client: Outline Revocable Joint Trust with Credit Shelter and QTIP Trusts for Married Couple (Texas)

This legal template is a letter to a client, providing an outline for establishing a Revocable Joint Trust with Credit Shelter and QTIP Trusts for a married couple residing in Texas, following the laws of the USA. The template likely includes information about protecting assets, minimizing estate taxes, and preserving wealth.

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Amendment to Revocable Trust Contract

This legal template is a document that outlines the amendment to a revocable trust contract under the laws of the United States. It could cover modifications or additions to the terms and conditions of the trust, ensuring its provisions and intentions are up to date and accurately reflect the grantor's wishes.

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Revocable Trust For Married Individual: Credit Shelter & QTIP Trusts with GST Tax Planning

This legal template likely provides a comprehensive framework for a married individual to establish a revocable trust, incorporating credit shelter and qualified terminable interest property (QTIP) trusts. It also focuses on efficient generation-skipping transfer (GST) tax planning, ensuring assets are protected and passed on according to the individual's wishes.

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

This legal template helps individuals in Texas create a revocable trust, with separate share trusts for their children, while taking into account any spouse or partner they may have. It allows for the control and distribution of assets in a structured and organized manner.

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

This legal template could be a document that outlines the creation of a revocable trust for an individual in Illinois who has a spouse or partner. The trust may include separate share trusts for their children, specifying how assets and property should be distributed among them.

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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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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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Contract sub-type

CRAT

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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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Resignation of Trustee Under Will or Trust Provisions (California)

This legal template provides a formal document for the resignation of a trustee appointed under a will or trust in the state of California, outlining specific provisions and requirements pertaining to the resignation process.

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

This legal template is a letter addressed to a client regarding the draft of a revocable trust, specifically designed to include separate share trusts for their children. The trust is designed to cater to individuals in California who have a spouse or partner, and it operates under the laws of the United States.

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Appointment of Successor Trustee for Irrevocable Trust (Texas)

This legal template is a document specific to Texas, USA, for the appointment of a successor trustee for an irrevocable trust. It outlines the process and requirements under US law for appointing a new trustee to manage the trust in the event of the current trustee's incapacity, resignation, or removal.

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

This legal template is for appointing a new trustee to take over the responsibilities of a revocable trust in Florida under US law, when the current trustee (settlor) is stepping down.

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Irrevocable 2642(c) Grandchild's Trust

This legal template pertains to an irrevocable trust that is specifically created for the benefit of a grandchild, following the guidelines set forth in section 2642(c) of the United States law.

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

This legal template is a letter addressed to a client in Texas, USA regarding the drafts of revocable trusts. It specifically includes provisions for a marital trust and Clayton provision, which are beneficial for married individuals. The purpose of this letter is to inform and advise the client on the legal aspects of these trusts under USA law.

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Revocable Trust for Single Individual: Pot Trust for Children (New York)

This legal template likely focuses on creating a revocable trust specifically designed for a single individual residing in New York. The trust may include provisions to establish a pot trust, which means that the assets of the trust will be distributed to multiple children or beneficiaries according to their needs and other specified conditions.

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Memorandum to Client: Funding Revocable Trust (California)

This template could be a legal document providing guidance and instructions to a client regarding the process of funding a revocable trust in the state of California. It may outline the necessary steps, legal requirements, and potential implications of funding the trust to help the client ensure the assets are properly transferred and protected.

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Assignment of Promissory Note (Unsecured) to Revocable Trust

This legal template is designed for situations where a promissory note is being assigned to a revocable trust, without any collateral or security involved. It outlines the process and terms of the assignment, ensuring compliance with USA law.

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

This legal template is a letter to clients regarding the drafts of revocable trusts with a pot trust for children. It is specifically designed for individuals who have a spouse or partner and provides legal information under USA law.

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Revocable Trust For Married Individual: Disclaimer Trust

This legal template is a revocable trust designed for married individuals. It focuses on establishing a disclaimer trust, which allows the beneficiary to renounce their interest in the trust property, potentially achieving certain tax benefits or asset protection.

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

This legal template is designed for married individuals in New York who wish to establish a revocable trust that includes credit shelter and QTIP trusts. The template also incorporates GST tax planning strategies to minimize potential tax liabilities.

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

This legal template is a letter to a client that provides an outline of a Simple Revocable Trust Contract specifically designed for a single individual in Texas, operating under the laws of the United States of America.

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

This legal template is a letter addressed to a client regarding the drafts of revocable trusts with a disclaimer trust. It specifically caters to married individuals in Texas, following the legal regulations under USA law.

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

This legal template likely pertains to the creation and administration of a Charitable Remainder Annuity Trust (CRAT) in Pennsylvania, United States. It specifically focuses on a CRAT arrangement based on the measuring life principle, specifying how the trust's assets would be distributed to beneficiaries and charitable organizations.

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Contract sub-type

CRAT

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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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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 (New Jersey)

This legal template is a letter addressed to a client and provides drafts of a revocable trust specifically designed for unmarried partners in New Jersey, in accordance with USA law.

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

This legal template likely pertains to the creation and establishment of a Charitable Remainder Annuity Trust (CRAT) in the state of Florida, adhering to the relevant laws and regulations of the United States. It may outline the specific duration or number of years for which the trust will operate.

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Contract sub-type

CRAT

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Memorandum to Client: Funding Revocable Joint Trust (California)

This legal template contains a memorandum to inform the client about the process and benefits of funding a revocable joint trust in the state of California. It likely includes details on how to transfer assets, designate beneficiaries, and manage the trust to ensure a smooth estate planning process.

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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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Memorandum to Client: Funding Revocable Trust (New Jersey)

This legal template is a memorandum addressed to a client in New Jersey, providing guidance on the process and requirements for funding a revocable trust. It offers information on how to transfer assets and properties into the trust, ensuring proper establishment and administration of the trust.

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

This legal template likely pertains to the creation of a revocable trust in New Jersey for an individual with a spouse or partner. It may include provisions for a "pot trust" which allows for the distribution of assets to children from the trust.

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