Trusts

About this category:

Trusts documents are used to create and manage trusts, and to make changes to an existing trust.

Templates in this category:

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

This legal template is designed for individuals residing in Illinois who have a spouse or partner and wish to create a will. The template includes provisions for establishing a pot trust to manage and distribute assets to their children, ensuring their financial well-being.

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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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Letter to Client: Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner (Massachusetts)

This legal template is a letter addressed to a client in Massachusetts, USA, regarding the drafts of wills. It specifically includes provisions for establishing a pot trust for the client's children, taking into consideration their spouse or partner's involvement.

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

This legal template focuses on creating a will for an individual residing in Texas, who has a spouse or partner, and desires to establish a pot trust for their children. The template likely includes provisions for distributing assets, guardianship arrangements, and specific instructions for managing the trust for the benefit of the children.

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Memorandum to Client: Funding and Administering Third-Party Special Needs Trust (California)

This legal template could be a memorandum addressed to a client in California, providing guidance on acquiring and managing a third-party special needs trust for the benefit of an individual with special needs. It may cover aspects such as funding options, trust administration, and compliance with relevant California laws and regulations.

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Memorandum to Client: Funding and Administering Third-Party Special Needs Trust (Florida)

This legal template is a memorandum that provides guidance and instructions to a client regarding funding and administering a Third-Party Special Needs Trust in the state of Florida. It likely covers important aspects such as trust funding, distribution of assets, government benefits preservation, and general administration of the trust.

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Memorandum to Client: Funding and Administering Third-Party Supplemental Needs Trust (New York)

This legal template serves as a memorandum to a client in New York, providing guidance on the funding and administration of a third-party supplemental needs trust. It outlines the necessary steps and considerations for managing the trust efficiently and in compliance with applicable laws and regulations.

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

This legal template likely pertains to an individual in Florida who wants to create a will, including provisions for their partner. It may also involve establishing a trust to ensure the partner's financial security and outline specific instructions for the distribution of assets after the individual's death.

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Revocable Trust For Married Individual: Credit Shelter & QTIP Trusts

This legal template is likely a document that establishes a revocable trust for a married individual with provisions for both credit shelter and qualified terminable interest property (QTIP) trusts. It allows the individual to transfer their assets into the trust while maintaining control and flexibility, providing estate tax benefits and ensuring the surviving spouse's financial security.

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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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Charitable Lead Unitrust (CLUT) (New Jersey)

This legal template provides a framework for setting up a Charitable Lead Unitrust (CLUT) in the state of New Jersey, in compliance with the laws of the United States. The template outlines the provisions and guidelines necessary for establishing and administering such a charitable trust.

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Contract sub-type

CLUT

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

This legal template is likely a document designed to help a single individual residing in New Jersey create a will that establishes separate share trusts for their children. The template would lay out the necessary provisions and conditions for distributing assets, ensuring that each child receives their designated share of the estate.

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Will

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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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Memorandum to Client: Funding and Administering Third-Party Special Needs Trust (New Jersey)

This legal template could be a memorandum that provides guidance to a client in New Jersey on funding and administering a third-party special needs trust. It may outline the steps and considerations involved in managing the trust, ensuring the financial security and well-being of a loved one with special needs.

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

This legal template is likely a document that establishes a revocable trust for a single individual in Illinois. Specifically, it includes provisions for a pot trust, which is a type of trust that holds funds for the benefit of multiple children. The trust can be modified or revoked by the individual.

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Amendment to Revocable Trust Contract (Pennsylvania)

This legal template is an amendment to a revocable trust contract in Pennsylvania, under the jurisdiction of United States law. It is used to modify or update the terms and conditions of an existing revocable trust agreement.

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

This legal template likely pertains to the creation of a revocable trust specifically designed for married individuals in the state of New York. It may outline provisions for both a credit shelter trust, which aims to minimize estate taxes, and a qualified terminable interest property (QTIP) trust, which ensures financial support for a surviving spouse.

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Certificate of Trust (New York)

This legal template is a Certificate of Trust specific to the state of New York, governed by USA law. It likely pertains to the establishment and administration of a trust, providing essential information and affirming the trust's validity and terms. It may also serve as a tool for trustees to verify the trust's existence and authority when transacting with third parties.

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Will for Single Individual: Pot Trust for Children (Georgia)

This legal template is designed for single individuals residing in Georgia who wish to create a will with provisions for a pot trust for their children.

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Contract sub-type

Will

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Will for Individual with Spouse or Partner: Pot Trust for Children (Pennsylvania)

This legal template likely pertains to a will for an individual residing in Pennsylvania who wants to provide for their spouse or partner as well as set up a trust for their children. The pot trust ensures that the assets are managed and distributed among the children in a fair and efficient manner.

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Revocable Trust for Individual with Spouse or Partner: Separate Share Trusts 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 outline the provisions for separate share trusts for their children, allowing them to distribute assets according to their wishes while maintaining control over the trust.

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Certification of Trust

This legal template serves as a document that certifies the existence and provisions of a trust, according to the laws of the United States. It provides a concise and official way to establish the trust's validity and key details without disclosing private information.

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

This legal template is a letter addressed to a client in Pennsylvania, USA. The template focuses on drafting wills that include credit shelter and QTIP trusts, incorporating GST tax planning for married individuals. It offers a framework to guide legal professionals in creating wills that adhere to the relevant laws and regulations.

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Drafts of Wills with Separate Share Trusts for Children for Individual with Spouse or Partner (Letter to Client)

This legal template is a letter to the client regarding the drafts of wills with separate share trusts for children. It is specifically designed for individuals who have a spouse or partner and aims to provide legal guidance under USA law.

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

This legal template is a letter addressed to a client in New York, USA. It discusses the draft versions of Revocable Trusts with a Disclaimer Trust, specifically for married individuals. The template likely includes information on the legal requirements, limitations, and advantages of such trusts under USA law.

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Revocation of Trust (California)

The Revocation of Trust (California) legal template is a document used to formally terminate a trust agreement in the state of California. It outlines the necessary steps and requirements to revoke the trust, ensuring that all assets and provisions are properly distributed or reassigned according to the wishes of the trustor.

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Revocable Trust for Married Individual: Disclaimer Trust (Texas)

This legal template is likely a document outlining a revocable trust specifically designed for a married individual in the state of Texas. It includes provisions for a disclaimer trust, which allows the individual to disclaim or reject certain assets or interests within the trust, potentially for tax planning or asset protection purposes.

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

This legal template is likely a document outlining the creation of a revocable trust for a married individual in California. It includes provisions for both a credit shelter trust and a qualified terminable interest property (QTIP) trust. It also incorporates planning to minimize the generation-skipping transfer (GST) tax.

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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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Contract sub-type

CRAT

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Will for Individual with Spouse or Partner: Pot Trust for Children (Georgia)

This legal template is designed for individuals in Georgia who have a spouse or partner and want to create a will that includes a pot trust for the benefit of their children.

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

This legal template likely pertains to the establishment of a revocable trust specifically designed for an individual who has a spouse or partner. The trust might include provisions for a pot trust, which aims to provide for the welfare and financial needs of the couple's children in the state of California.

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Will For Married Individual: Marital Trust & Clayton Provision

This legal template is designed for married individuals and involves the creation of a marital trust and the inclusion of a Clayton Provision. The marital trust allows assets to be placed in trust for the benefit of a surviving spouse after the individual's death, while the Clayton Provision ensures the trust's assets will be protected from potential estate tax issues.

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Contract sub-type

Will

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

This legal template is focused on creating a Revocable Trust specifically tailored for individuals in Massachusetts who have a spouse or partner. The trust also includes provisions for the creation of separate share trusts for their children.

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Irrevocable Life Insurance Trust for Single Individual: Trust for Children (Massachusetts)

This legal template is likely a document that establishes a trust for a single individual in Massachusetts, USA, specifically designed for the purpose of holding and managing life insurance policies. The trust is likely to ensure that the beneficiary's children receive the benefits from the life insurance policies in a structured and secure manner.

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Will for Single Individual: Separate Share Trusts for Children (Pennsylvania)

This legal template is likely a document for a single individual in Pennsylvania who wants to create separate share trusts for their children in their will. The template likely outlines the details and provisions for the trusts, such as beneficiaries, assets, and other specific instructions for their inheritance.

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Contract sub-type

Will

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Amendment to Revocable Trust Contract (California)

This legal template likely pertains to making changes or modifications to a Revocable Trust Contract in the state of California, in accordance with the laws of the United States.

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Declination of Trusteeship (Pennsylvania)

This legal template outlines the process and provisions for trustees in Pennsylvania to decline their trusteeship responsibilities under the jurisdiction of the United States. It includes the necessary legal steps and requirements for trustees to formally withdraw from their duties.

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

This legal template is designed to create a revocable trust for a single individual in Massachusetts. It includes provisions to establish separate share trusts for the individual's children, ensuring their inheritance is protected and managed according to their specific needs and circumstances.

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Irrevocable Life Insurance Trust for Married Individual: Trust for Spouse and Children (New York)

This legal template is intended for married individuals residing in New York under the jurisdiction of USA law. It focuses on the establishment of an Irrevocable Life Insurance Trust, which aims to provide financial security and distribution of life insurance benefits to the spouse and children of the insured individual.

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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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Irrevocable Life Insurance Trust for Individual: Trust for Children (New Jersey)

This legal template is likely a document outlining the creation of an Irrevocable Life Insurance Trust for an individual in the state of New Jersey, USA. The trust is specifically designed to benefit and provide for the financial needs and security of children.

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Irrevocable Life Insurance Trust for Individual: Trust for Children (New York)

This legal template likely pertains to setting up an irrevocable trust for an individual's life insurance policy in the state of New York, specifically tailored for the benefit of their children. The template is designed to ensure compliance with the relevant laws in the United States.

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Charitable Lead Unitrust (CLUT) (Georgia)

This legal template provides guidance and structure for establishing a Charitable Lead Unitrust (CLUT) in the state of Georgia, following the laws of the United States. The template may include provisions about the trust's creation, administration, distribution, and tax implications.

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Contract sub-type

CLUT

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Certification of Trust (Texas)

This legal template could be a document used in Texas under USA law to certify the existence and terms of a trust. It may include information such as the trustee's names, powers, and beneficiary rights.

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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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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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Will for Single Individual: Separate Share Trusts for Children (Florida)

This legal template is specifically designed for single individuals residing in Florida who wish to create separate share trusts for their children within their will. It provides a comprehensive and structured framework to ensure the proper distribution of assets and protection of each child's inheritance.

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Will

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Charitable Lead Annuity Trust (CLAT) (Texas)

This legal template outlines the provisions and guidelines for setting up a Charitable Lead Annuity Trust (CLAT) under the laws of Texas, USA. Its purpose is to provide a brief yet comprehensive explanation of how to establish and manage a CLAT for charitable giving and beneficiary annuity payments.

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

This legal template is a letter addressed to a client in Florida, explaining the details of an outline revocable trust with a pot trust provision for children. It pertains to a single individual and is based on the laws of the United States.

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Resignation of Trustee (Pennsylvania)

This legal template likely pertains to the formal resignation of a trustee in the state of Pennsylvania. It could provide a framework for outlining the trustee's intent to step down and transfer their responsibilities and assets to a successor trustee.

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

This legal template is a letter addressed to a client in Texas, explaining the various drafts of wills that include Credit Shelter and Qualified Terminable Interest Property (QTIP) trusts, specifically designed for married individuals. The focus is on estate planning and the inclusion of Generation-Skipping Transfer (GST) tax planning, all within the legal framework of the United States.

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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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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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Appointment of Successor Trustee (Illinois)

This legal template pertains to the appointment of a successor trustee in the state of Illinois, in accordance with the laws and regulations of the United States. It outlines the process by which a successor trustee is designated to take over the responsibilities and management of a trust in the event that the current trustee is unable or unwilling to fulfill their duties.

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

This legal template likely outlines the creation and terms of a Charitable Remainder Annuity Trust (CRAT) in Massachusetts, under USA law. It may address the concurrent and consecutive interests of two measuring lives, which could involve the distribution of income or principal to beneficiaries while ensuring eventual charitable contributions.

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Letter to Client: Outline Revocable Joint Trust with Marital Trust and Clayton Provision for Married Couple (Texas)

This legal template is a letter written to a client in Texas, providing an outline for creating a Revocable Joint Trust with Marital Trust and Clayton Provision. It is specifically tailored for a married couple and falls 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 Spouse or Partner: Separate Share Trusts for Children (Pennsylvania)

This legal template is likely to be a document that establishes a revocable trust for an individual living in Pennsylvania who has a spouse or partner. The trust aims to create separate share trusts for their children, allowing the individual to distribute their assets according to their wishes while providing for their spouse/partner and ensuring a specific inheritance for each child.

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

This legal template is a letter addressed to a client and covers the drafting of revocable trusts specifically for unmarried partners in California, in accordance with the laws in the United States of America.

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

This legal template is a letter addressed to a client, containing drafts of Revocable Trusts with Credit Shelter and QTIP Trusts specifically tailored for married individuals residing in Florida, under the jurisdiction of USA law.

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Charitable Lead Annuity Trust (CLAT) (New Jersey)

This legal template likely outlines the provisions and requirements for creating a Charitable Lead Annuity Trust (CLAT) in the state of New Jersey, according to the laws in the United States. A CLAT is a planned giving tool where assets are placed in a trust, and annuity payments are made to a charitable organization for a predetermined period, with the remaining assets eventually passing to beneficiaries.

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Assignment of Property to Revocable Trust (Georgia)

This legal template is a document that outlines the transfer of property to a revocable trust in the state of Georgia, under the laws of the United States. It provides a clear and legally binding assignment of property to the trust, ensuring proper estate planning and asset management.

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

This legal template is designed for individuals residing in Massachusetts who have a spouse or partner and wish to create a will. The template includes provisions for a pot trust, a type of trust that ensures proper distribution of assets to their children.

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Letter to Client: Drafts of Wills with Pot Trust 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 draft of wills and the inclusion of a Pot Trust for children of an individual with a spouse or partner. The letter likely provides instructions, terms, and legal requirements to ensure the client's wishes are properly executed in accordance with state 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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Acceptance of Trusteeship (Illinois)

This legal template pertains to the acceptance of trusteeship in the state of Illinois, as per the laws of the United States. It likely contains the necessary provisions for a trustee to formally accept their responsibilities in managing and distributing assets or funds on behalf of beneficiaries.

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

This legal template is a document pertaining to a Charitable Remainder Annuity Trust (CRAT) in the state of Texas, under USA law. It likely outlines the terms and conditions by which a donor transfers assets to a trust, receives fixed annuity payments for a certain period, and designates a charitable organization as the final beneficiary of the trust.

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Contract sub-type

CRAT

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

This legal template is a letter addressed to a client and specifically focuses on drafting wills for a married individual in New York under USA law. The wills include provisions for Credit Shelter and QTIP Trusts, along with GST Tax Planning. The letter likely provides guidance on executing these trusts to help the client minimize potential taxes and protect their assets.

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

This legal template is a letter addressed to a client in Texas, outlining the creation of a revocable trust with separate share trusts for children of a single individual. The document provides legal guidance and complies with USA law.

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Qualified Joint & Survivor Annuity (QJSA) Notice

This legal template likely pertains to a notice required under USA law for Qualified Joint & Survivor Annuity (QJSA) options. It may inform parties involved about their rights and obligations regarding annuity benefits for spouses in the event of the annuitant's death.

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Contract sub-type

Notice

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Irrevocable Life Insurance Trust for Married Individual: Trust for Spouse and Children (New Jersey)

This legal template is intended to establish an Irrevocable Life Insurance Trust specifically for married individuals in New Jersey, USA. The trust is designed to benefit both the spouse and children of the insured person.

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Exercise of Inter Vivos Power of Appointment (California)

This legal template provides a framework for exercising an inter vivos power of appointment in California under USA law. It outlines the necessary steps and considerations for appointing property or assets to designated individuals or entities during the donor's lifetime.

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

This legal template is a letter addressed to a client and specifically pertains to drafting Revocable Trusts with a Trust for Partner for Unmarried Partners, following the laws of Florida, USA.

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Declination of Trusteeship (New Jersey)

This legal template likely involves a document for trustees in New Jersey who wish to decline or resign from their position. It would comply with the applicable laws of the United States and provide a standard form for trustees to express their decision to step down from their trustee responsibilities.

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

This legal template is for the appointment of a successor trustee for a revocable trust in the state of Pennsylvania under USA law. It specifically addresses the situation where the settlor, who is the current trustee, is stepping down and appointing a new trustee to take over the management and administration of the trust.

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Spousal Lifetime Access Trust (SLAT)

A Spousal Lifetime Access Trust (SLAT) is a legal template that allows one spouse to create an irrevocable trust for the benefit of the other spouse, while still maintaining control over the assets and reducing tax liability. It provides income and asset protection for the non-grantor spouse while preserving wealth for future generations.

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Amendment to Revocable Trust Contract (Massachusetts)

This legal template is a document that outlines the amendment to a revocable trust contract under Massachusetts law in the United States. It provides a framework for modifying the terms and conditions of the trust agreement.

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Irrevocable Life Insurance Trust for Single Individual: Trust for Children (California)

This legal template outlines the creation of a specific type of trust, known as an Irrevocable Life Insurance Trust, designed for a single person residing in California. The trust is established to benefit children and is governed by the laws of the United States of America.

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

This legal template is designed for single individuals in New York who want to create a will with separate share trusts for their children. The template helps outline how the individual's assets will be divided and managed for each child, ensuring their financial security and protection after the individual's passing.

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Contract sub-type

Will

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Acceptance of Trusteeship (Flexible)

This legal template could be about formalizing the acceptance of trusteeship under USA law. It may outline the rights, duties, and responsibilities of the trustee, as well as provide a flexible framework to accommodate specific terms and conditions based on individual circumstances.

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Acceptance of Trusteeship (Texas)

This legal template could be an agreement stating that an individual has accepted the role of a trustee in Texas, in accordance with USA law. It would likely outline the responsibilities, rights, and obligations associated with the trusteeship.

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

This legal template is a document that establishes a revocable trust for married individuals in the state of Pennsylvania. The trust includes provisions for both a credit shelter trust and a qualified terminable interest property (QTIP) trust, which can help minimize estate taxes. It also incorporates generation-skipping transfer (GST) tax planning to further protect and distribute assets.

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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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Resignation of Trustee (New Jersey)

This legal template could be a document that outlines the resignation process for a trustee in the state of New Jersey. It may include provisions for notifying beneficiaries, transferring responsibilities, and ensuring a smooth transition of duties.

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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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Letter to Client: Outline Will with Separate Share Trusts for Children for Single Individual (Florida)

This legal template is a letter addressed to a client in Florida, USA, regarding the creation of a will with separate share trusts for each of their children. It outlines the process and legal provisions that need to be considered to ensure the proper distribution of assets and protection for the children in the event of the individual's passing.

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Resignation of Trustee Under Will or Trust Provisions (Florida)

This legal template likely provides a standardized document for the resignation of a trustee under the provisions of a will or trust in the state of Florida. It may outline the necessary steps and requirements for a trustee to formally resign from their role and transfer their responsibilities to a successor trustee.

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Resignation of Trustee

This legal template could outline the process and necessary details for the resignation of a trustee from their position within a trust arrangement, including the transfer of responsibilities and assets to a successor trustee.

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6

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

This legal template is for the appointment of a successor trustee for a revocable trust in the state of New Jersey, USA. It specifically addresses situations where the settlor (the creator of the trust) is stepping down as the trustee.

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Revocable Trust for Married Individual: Disclaimer Trust (Florida)

This legal template could be a document guiding a married individual in Florida on establishing a revocable trust to protect their assets. Specifically, it could address the creation of a disclaimer trust, which enables the individual to transfer assets while maintaining control and providing flexibility in terms of beneficiaries and distribution.

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Appointment of Successor Trustee for Irrevocable Trust (Florida)

This legal template is a document used in Florida under USA law to appoint a successor trustee for an irrevocable trust. The template outlines the necessary details and instructions for naming a new trustee to manage the trust in the event that the current trustee becomes incapacitated or unable to fulfill their duties.

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Third-Party Special Needs Trust Contract (Texas)

This legal template is likely a contract specifically tailored for establishing a third-party special needs trust in the state of Texas. It may include provisions related to the creation, management, and distribution of funds for the benefit of a person with special needs, ensuring their financial support while still maintaining eligibility for government assistance programs.

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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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