Marital Trust

About this category:

Marital Trust documents are used to protect the assets of a married couple and provide for the financial security of the surviving spouse, division of assets in the event of a divorce, and care of minor children or a disabled spouse.

Templates in this category:

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

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

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18
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1

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

This legal template is a letter to a client regarding the drafting of wills. It specifically deals with wills that include provisions for a marital trust and the Clayton provision, which are relevant for married individuals in New York under USA law.

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22
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5

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

This legal template is a will specifically designed for a married individual residing in New York. It includes provisions for a marital trust and the Clayton provision, ensuring an organized and efficient allocation of assets and property after their passing.

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10
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8
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1

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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10
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5

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

This legal template is designed for a married couple in California who wish to create a joint trust that can be revoked. It includes provisions for a marital trust and a Clayton provision, which ensures that upon one spouse's death, the surviving spouse has access to the income and principal of the trust.

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15
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2

Revocable Joint Trust for Married Couple: Marital Trust and Clayton Provision (Texas)

This legal template outlines the creation of a joint trust for a married couple in Texas, including provisions for the distribution of assets and the ability to revoke the trust. It also includes a Clayton provision, which allows for certain tax planning strategies.

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9
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4

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

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

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5

Will for Married Individual: Marital Trust and Clayton Provision (Texas)

This legal template likely provides a standard format for creating a last will and testament specifically for a married individual in the state of Texas. It may include provisions for establishing a marital trust and a Clayton provision, which is a clause that protects assets from being contested or invalidated.

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24
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1

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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18
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3

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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9
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6

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

This legal template is a document that creates a revocable trust specific to married individuals in Texas. It includes provisions for a marital trust and a Clayton provision, which allows the surviving spouse to have control over certain trust assets while ensuring protection for beneficiaries.

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14
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1

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.

Contract template sketch
1
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6
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3

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

This legal template provides a letter to a client in California, USA, regarding the drafts of revocable trusts. It includes provisions for a marital trust and a Clayton provision, specifically tailored for married individuals.

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20
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4

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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22
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Will for Married Individual: Marital Trust and Clayton Provision (Florida)

This legal template is likely about a will specifically designed for married individuals in the state of Florida. It includes provisions for setting up a marital trust as well as a Clayton provision, which could relate to protecting assets and providing for beneficiaries.

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20
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6

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 Married Individual: Marital Trust & Clayton Provision

This legal template establishes a revocable trust for a married individual, designed to provide a marital trust for the benefit of their spouse. It also includes a Clayton provision, which allows the trust creator to revoke or modify the trust while maintaining certain tax benefits.

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