Trusts

About this category:

Trusts documents are legal documents used to create and manage trusts. They outline the terms of the trust, including the purpose of the trust, the trustee’s duties and responsibilities, the beneficiaries, and the assets of the trust. Trusts documents also provide instructions for how the trust should be managed and administered, and how the assets should be distributed upon the death of the grantor.

Templates in this category:

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

This legal template is a letter addressed to a client, detailing the outline of a revocable trust with separate share trusts for their children, specifically tailored for a single individual residing in New York and under the jurisdiction of USA law.

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21
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2

Charitable Lead Unitrust (CLUT) (Illinois)

This legal template could be a document outlining the terms and conditions for establishing a Charitable Lead Unitrust (CLUT) in the state of Illinois, following the laws and regulations of the United States of America. A CLUT is a type of charitable trust that provides income to a designated charity for a specific period, after which the remaining assets are distributed to non-charitable beneficiaries. This template would likely contain provisions related to the establishment, administration, and distribution of assets within a CLUT, as well as other legal requirements.

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4

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

This legal template provides a letter to a client, outlining a simple revocable trust contract for a single individual in the state of Florida, within the legal framework of the United States.

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20
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6

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

This legal template likely focuses on the establishment of a Charitable Remainder Annuity Trust (CRAT) under USA law, specifically in the state of New York. It outlines the structure and terms of the trust, which provides income for two measuring lives before the remainder is passed to a charitable organization.

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4
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2

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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11
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3

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

This legal template is a document that outlines the establishment and management of an Irrevocable Life Insurance Trust specifically designed for a married individual residing in Georgia, USA. The trust focuses on providing financial protection for the spouse and children of the insured individual.

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18
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6

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

This legal template outlines the creation of an Irrevocable Life Insurance Trust under USA law, specifically designed for married individuals in Massachusetts. The trust aims to provide financial protection for both the spouse and children by establishing guidelines for managing life insurance proceeds.

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1
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3

Charitable Remainder Unitrust (CRUT): NICRUT Unitrust Payment for a Term of Years (Illinois)

This legal template likely provides a framework for establishing a Charitable Remainder Unitrust (CRUT) with a specified unitrust payment for a fixed term in the state of Illinois, in accordance with the laws of the United States.

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13
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2

Resignation of Trustee (New York)

This legal template likely provides a standard format for a trustee in New York to officially resign from their position. It may include sections for the effective date of resignation, reasons for resignation, and instructions for the transfer of trustee responsibilities to a successor.

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

This legal template likely provides a framework for creating a Charitable Remainder Annuity Trust (CRAT) in the state of Illinois, in accordance with the laws of the United States. It may include details on the specific number of years involved in the trust agreement.

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12
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1

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

This legal template is likely a document that allows an individual from Pennsylvania to create a revocable trust, specifying their wishes for their assets and property in the event of their death. It is designed for individuals with a spouse or partner and aims to provide a straightforward and easily understood format for estate planning purposes.

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2

Declination of Trusteeship

This legal template outlines the process and requirements for a person to decline or renounce their trusteeship responsibilities under the laws of the United States. It provides a formal document to express the trustee's intention to step down from their duties, ensuring compliance and clarity in the process.

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

This legal template likely pertains to a revocable trust created by a single individual in Massachusetts. It specifically includes provisions for a "Pot Trust," which typically means that the trust assets are pooled together and distributed to multiple children or beneficiaries according to their needs and circumstances.

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25
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6

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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14
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2

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

This legal template could be a document outlining the establishment of a Charitable Remainder Annuity Trust (CRAT) in New York, under the jurisdiction of USA law. It may provide guidelines on the creation, administration, and management of the trust, including the selection of a measuring life for annuity payments. This template is likely designed to help individuals or organizations with philanthropic intentions to set up a structured way of donating assets to a charitable cause while receiving periodic income.

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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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4

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

This legal template is a document that helps individuals in Texas create their will. It specifically caters to those who have a spouse or partner and want to establish separate share trusts for their children. The template outlines the process and guidelines for dividing and distributing assets and properties to ensure the well-being of both the spouse/partner and the children after the individual's demise.

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15
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5

Certification of Trust (Illinois)

This legal template is a Certification of Trust document specifically designed for use in the state of Illinois, in the United States. It aims to establish the existence and validity of a trust, providing relevant information to interested parties while preserving the privacy of specific trust details.

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5

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

This legal template is a letter addressed to a client, providing an outline for a will that includes separate share trusts for children. The template is specifically tailored for single individuals, and is in accordance with the laws of the United States of America.

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13
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4

Revocable Trust for Single Individual: Simple (Texas)

This legal template is likely a document that outlines the creation of a revocable trust for a single individual in the state of Texas. It is designed to be straightforward, providing a clear and easy-to-understand framework for the individual to establish and manage their trust.

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25
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2

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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25
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6

Amendment to Revocable Trust Contract (Florida)

This legal template is an amendment to a revocable trust contract, specifically tailored for use in the state of Florida under the jurisdiction of USA law. The amendment is designed to modify or update the terms and provisions of the original trust contract.

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Irrevocable Life Insurance Trust for Individual: Trust for Children (Pennsylvania)

This legal template is designed to create an Irrevocable Life Insurance Trust for an individual residing in Pennsylvania, under the laws of the United States. The trust specifically aims to provide financial protection and benefits for children.

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25
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6

Charitable Remainder Unitrust (CRUT): NICRUT Unitrust Payment for a Term of Years (Massachusetts)

This legal template is about a Charitable Remainder Unitrust (CRUT) focusing on the NICRUT Unitrust Payment for a specific term of years in the state of Massachusetts, as per the laws of the United States of America.

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5
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Charitable Remainder Unitrust (CRUT): Fixed Percent Unitrust Payment for Term of One Measuring Life (Massachusetts)

This legal template provides guidelines for creating a Charitable Remainder Unitrust (CRUT) in Massachusetts, according to the laws of the United States. It specifically outlines the structure of a fixed percent unitrust payment for the duration of one measuring life, ensuring compliance with relevant regulations.

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21
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Letter to Financial Institution: Transfer of Accounts to Revocable Trust (Massachusetts)

This legal template is a letter addressed to a financial institution regarding the transfer of accounts to a revocable trust in Massachusetts under the laws of the United States.

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21
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2

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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18
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1

Charitable Lead Unitrust (CLUT) (Florida)

This legal template could be a document outlining the terms and conditions for creating a Charitable Lead Unitrust (CLUT) in the state of Florida under United States law. It would likely specify the requirements, distributions, and other important provisions related to the trust, which is established to provide ongoing income to a charitable organization before the remaining assets are distributed to beneficiaries.

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Fixed Percent Unitrust Payment for Term of One Measuring Life (CRUT)

This legal template is likely a document outlining the terms and conditions for a Charitable Remainder Unitrust (CRUT) under USA law. It specifically focuses on a Fixed Percent Unitrust Payment for a specified term based on the measuring life of an individual.

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

This legal template likely provides a memorandum to a client in Georgia, outlining the process and guidelines for funding and administering a third-party special needs trust. It may include information on how to secure financial assets, manage trust funds, and ensure the beneficiary's needs are met within the legal framework.

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24
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1

Letter to Insurance Agent: Funding Irrevocable Life Insurance Trust

This legal template is a letter addressed to an insurance agent, discussing the process of funding an Irrevocable Life Insurance Trust in accordance with US 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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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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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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Drafts of Revocable Trust with Separate Share Trusts for Children for Individual with Spouse or Partner (Letter to Client)

This legal template provides a letter to clients in the USA regarding the draft of a revocable trust. It includes separate share trusts for children and is tailored to individuals with a spouse or partner.

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

This legal template is a letter addressed to a client and includes drafts of revocable trusts with a pot trust for children. It is specifically tailored for individuals residing in California, under USA law.

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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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17
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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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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 Unitrust (CRUT): Fixed Percent Unitrust Payment for Term of One Measuring Life (Georgia)

This legal template likely pertains to a Charitable Remainder Unitrust (CRUT) in the state of Georgia under United States law. Specifically, it outlines provisions for a fixed percent unitrust payment for a specific period based on the lifespan of an individual.

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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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16
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2

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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26
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6

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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12
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3
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2

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

This legal template is a letter to a client, specifically a married individual in New York under USA law. It discusses the drafts of revocable trusts, highlighting the inclusion of credit shelter and QTIP trusts with GST planning. The purpose is to offer legal advice and support in estate planning and asset protection.

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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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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 Simple Revocable Trust Contracts for Individual with Spouse or Partner (New Jersey)

This legal template provides a letter to clients in New Jersey, USA, containing drafts of simple revocable trust contracts specifically designed for individuals with a spouse or partner. These contracts aim to outline the terms and conditions of the trust, ensuring proper asset management and distribution in accordance with the applicable laws of USA.

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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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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 (New York)

This legal template is a document designed for individuals residing in New York who have a spouse or partner and wish to create a will. The will includes provisions for a pot trust, which ensures the financial protection of any children the individual may have.

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Will For Single Individual: Separate Share Trusts For Children

This legal template is designed for a single individual who wishes to create separate share trusts for their children in their will. The template likely includes provisions to ensure the individual's assets are distributed to their children in separate trusts, with specific instructions on when and how these funds can be accessed.

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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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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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Charitable Remainder Unitrust (CRUT): NIMCRUT Unitrust Payment for Term of Consecutive Interests (Pennsylvania)

This legal template is likely a document outlining the terms and conditions for establishing a Charitable Remainder Unitrust (CRUT) in Pennsylvania under USA law. It specifically covers the NIMCRUT (Net Income with Makeup Charitable Remainder Unitrust) structure and the unitrust payment for a specified term of consecutive interests.

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Charitable Remainder Unitrust (CRUT): NIMCRUT Unitrust Payment for Term of Consecutive Interests (Texas)

This legal template likely pertains to a Charitable Remainder Unitrust (CRUT) structured as a Net Income with Makeup Charitable Remainder Unitrust (NIMCRUT) in the state of Texas, under United States law. It likely focuses on the terms and conditions for making unitrust payments for a specified period of consecutive interests.

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19
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3

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

This legal template is a document that establishes an Irrevocable Life Insurance Trust specifically designed for a single individual in the state of Illinois, under the laws of the United States. The purpose of the trust is to safeguard and distribute life insurance proceeds for the benefit of the individual's children.

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26
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6

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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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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Appointment of Successor Trustee (Massachusetts)

This legal template outlines the process and requirements for appointing a successor trustee in the state of Massachusetts, complying with relevant USA laws regarding trust management and succession.

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

This legal template is a letter addressed to a client and focuses on the drafting of revocable trusts with provisions for a marital trust and Clayton provision. It is specific to married individuals residing in New York under USA law.

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Certification of Trust (California)

This legal template could be a document used in California to certify the existence and terms of a trust under United States law. It may provide information about the trust's beneficiaries, trustees, and relevant provisions, serving as a summary of the trust's key details.

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

This legal template is a letter to a client providing drafts of revocable trusts with pot trust for children. It is specifically tailored for individuals in New Jersey who have a spouse or partner and seeks to comply with USA law.

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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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Assignment of Property to Revocable Trust (California)

This legal template relates to the process of transferring property to a revocable trust in California, in accordance with the laws of the United States of America.

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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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Letter to Client: Drafts of Wills 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, regarding the drafting of wills. It specifically focuses on wills that include a Pot Trust for Children, outlining instructions for distributing assets to children while the individual has a spouse or partner.

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

This legal template is a letter addressed to a client and is designed to outline the creation of a will with a pot trust for the children of a single individual under USA law. It provides guidance on how to structure the will to ensure the proper management and distribution of assets for the benefit of the children.

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Crummey Withdrawal Notice

This legal template could be a document that outlines the notice given to beneficiaries regarding their right to withdraw funds from a trust, as provided by the Crummey power under USA law. It would inform beneficiaries of the set timeframe within which they can exercise this withdrawal right.

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

This legal template could pertain to a revocable trust created by an individual residing in Georgia for the benefit of their partner, offering instructions on managing assets and property during their lifetime and after their passing.

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

This legal template is likely a document that outlines an individual's last will and testament in California. It includes provisions for the individual's partner, such as establishing a trust to ensure their financial security and inheritance rights after the individual's death.

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Assignment of Property to Revocable Trust (Florida)

This legal template is a document that allows individuals in Florida to transfer their property to a revocable trust, in accordance with the laws in the United States.

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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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Charitable Lead Annuity Trust (CLAT) (Florida)

This legal template is likely about a Charitable Lead Annuity Trust (CLAT) under USA law, specifically in the state of Florida. A CLAT is a trust that provides annual payments to a charitable organization for a specified period, after which the remaining trust assets are passed on to non-charitable beneficiaries. This template may outline the terms and requirements for creating such a trust in Florida.

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Will for Individual with Partner: Trust for Partner (New Jersey)

This legal template is likely a document that outlines the distribution of assets and instructions for a person's partner in the event of their death. It may also establish a trust to protect and manage the partner's financial interests. The template is specific to New Jersey jurisdiction.

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Third-Party Special Needs Trust Contract (California)

This legal template is a contract designed for setting up a Third-Party Special Needs Trust in California. It outlines the terms and conditions regarding the establishment, management, and distribution of funds for the benefit of an individual with special needs, ensuring their ongoing care and support.

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Supplemental Needs Trust Contract (Illinois)

This legal template is likely about creating a supplemental needs trust contract specific to the state of Illinois. It may outline provisions for managing and distributing funds to benefit individuals with disabilities or special needs, in addition to the benefits they may receive from government assistance programs.

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Charitable Remainder Unitrust (CRUT): Fixed Percent Unitrust Payment for Term of One Measuring Life (Pennsylvania)

This legal template likely provides a framework for setting up a charitable trust in Pennsylvania, USA, called a Charitable Remainder Unitrust (CRUT). It specifies that the trust will make fixed percentage payments to beneficiaries for the duration of one individual's life.

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Charitable Remainder Unitrust (CRUT): Flip-CRUT and Flip-NIMCRUT Unitrust Payment Options for Term of Concurrent and Consecutive Interests (California)

This legal template provides options for payment structures in a Charitable Remainder Unitrust (CRUT) in California, specifically the Flip-CRUT and Flip-NIMCRUT structures. It outlines the terms and conditions for concurrent and consecutive interests under USA law.

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

This legal template is designed to create an Irrevocable Life Insurance Trust for married individuals residing in California under the jurisdiction of USA law. The trust's purpose is to provide financial security for the spouse and children by managing life insurance policy proceeds.

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

This legal template is a letter addressed to a client and provides an outline of the establishment of a revocable joint trust with credit shelter and QTIP (Qualified Terminable Interest Property) trusts in Texas. It also includes GST (Generation-Skipping Transfer) tax planning for a married couple, all in accordance with USA law.

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Acceptance of Trusteeship (New Jersey)

This legal template is likely a document that outlines the acceptance of trusteeship in the state of New Jersey, in accordance with the laws of the United States. It may include details such as the trustee's responsibilities, obligations, and terms of their appointment.

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

This legal template is likely a document that outlines the creation of a revocable trust in Florida, specifically designed for individuals who have a spouse or partner. The trust may also include provisions for a "pot trust" which allows for the distribution of assets to children.

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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 Trust for Single Individual: Simple

This legal template outlines the creation of a revocable trust specifically designed for a single individual. It provides a straightforward and uncomplicated method of establishing the trust, allowing the individual to modify or terminate it at any time during their lifetime.

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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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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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Restatement of Revocable Trust Contract (Florida)

This legal template likely covers the restatement of a revocable trust contract in the state of Florida. It may include provisions regarding changes to the trust document, amendments, beneficiaries, trustees, and other relevant terms and conditions governing the revocable trust.

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

This legal template is a specific type of will designed for individuals living in Illinois who have a spouse or partner and wish to create separate share trusts for their children. It outlines the distribution of assets and establishes trusts to ensure that each child receives their designated share.

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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 (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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