Revocable Trust Agreement

About this category:

A Revocable Trust Agreement is a legal document that sets out the terms and conditions of a trust, which can be amended or revoked by the grantor.

Templates in this category:

Revocable Trust for Married Individual: Disclaimer Trust (Georgia)

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

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Revocable Trust for Single Individual: Separate Share Trusts for Children (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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25
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1

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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15
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4

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

This legal template is a letter addressed to a financial institution, specifically in Texas under USA law. It pertains to the transfer of accounts to a revocable trust, a legal entity that allows for the management and distribution of assets.

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11
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6

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

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

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6

Revocable Trust for Single Individual: Simple (Georgia)

This legal template could be a document that outlines the provisions and instructions for a single individual's revocable trust in the state of Georgia. It aims to provide a straightforward format for setting up and managing the trust, allowing the individual to make changes or revoke it as desired.

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4

Revocable Trust For Single Individual: Separate Share Trusts For Children

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

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

This legal template is a letter addressed to a client in Texas, USA, containing drafts of a revocable trust with separate share trusts for their children in the case of an individual with a spouse or partner. It is meant to provide legal guidance and information on estate planning and asset distribution.

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23
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3

Revocable Trust for Individual with Partner: Trust for Partner (New York)

This legal template is a document that creates a revocable trust specifically for an individual who wants to provide for their partner in the event of their death or incapacity. Tailored for residents of New York, this trust ensures that the assets are managed and distributed according to the individual's wishes while allowing flexibility as it can be revoked or modified during their lifetime.

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

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

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1

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

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

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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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6

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

This legal template is a memorandum that provides guidance to a client in New Jersey regarding the establishment of a funding revocable joint trust for a couple. It likely includes information on the benefits and implications of such a trust and outlines the necessary steps to properly fund and administer it.

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3

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

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

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

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

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

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

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

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

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Revocable Joint Trust for Married Couple: Simple

This legal template is a straightforward document outlining the formation of a revocable joint trust specifically designed for a married couple. It likely includes provisions for asset distribution, estate planning, and instructions for management and revocation of the trust.

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20
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2

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

This legal template is designed for appointing a successor trustee for a revocable trust in New York, under United States law. It is intended for situations where the settlor (trust creator) is not the outgoing trustee. The template outlines the necessary steps and provisions for a smooth transition of trustee responsibilities.

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

This legal template likely outlines a revocable trust that is designed for an individual who is married or in a partnership. The trust document is simplified and created specifically for residents of Georgia.

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4

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

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

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

This legal template is a letter to a client in Florida, USA, outlining the creation of a revocable trust with separate share trusts for the children of a single individual. It covers the legal aspects and requirements of establishing this type of trust under US law.

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24
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6

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

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

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16
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6

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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Memorandum to Client: Funding Revocable Trust (Pennsylvania)

This legal template could be a memorandum written by an attorney to their client in Pennsylvania, discussing the process and implications of funding a revocable trust. The memorandum may provide guidance on how to transfer assets and ensure the trust is properly funded, highlighting the benefits and legal requirements to consider in this process.

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

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

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Memorandum to Client: Funding Revocable Trust (Illinois)

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

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6

Revocable Joint Trust for Married Couple: Simple (New Jersey)

This legal template is likely about a revocable joint trust designed for married couples residing in New Jersey. It provides a straightforward way for couples to manage their assets and ensure they can revise or revoke the trust as needed.

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2

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

This legal template refers to the appointment of a new trustee for a revocable trust in Texas, USA law. Specifically, it addresses situations where the original settlor of the trust is not the outgoing trustee and needs to appoint someone else to take over the trustee's responsibilities.

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Revocable Trust for Married Individual: Disclaimer Trust (Pennsylvania)

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

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

This legal template is likely for creating a revocable trust in the state of Texas, specifically designed for an individual who wants to establish a trust for their partner. The template may include provisions for asset distribution, management, and revocation to address the unique legal needs of the individual and their partner.

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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

Memorandum to Client: Funding Revocable Trust (New York)

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

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

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

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Revocable Joint Trust for Married Couple: Simple (Pennsylvania)

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

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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

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

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

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

This legal template provides a letter to the client containing drafts of simple revocable trust contracts specifically designed for individuals with a spouse or partner residing in Illinois, under the laws of the United States.

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2

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

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

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16
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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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9
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5

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

This legal template is a letter designed to outline the creation of a revocable trust for a single individual in New York, under USA law. The trust includes provisions for a pot trust to benefit children.

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13
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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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14
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2

Revocable Trust for Individual with Spouse or Partner: Simple

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

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

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

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17
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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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Letter to Client: Drafts of Simple Revocable Trust Contracts for Individual with Spouse or Partner (New York)

This legal template is a letter addressed to a client, providing drafts of simple revocable trust contracts for individuals with a spouse or partner, specifically tailored to New York state laws in the United States. The template serves as a starting point for establishing a trust arrangement for the client's assets while maintaining flexibility and control over the assets during their lifetime.

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

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

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

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

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26
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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 Simple Revocable Trust Contracts for Individual with Spouse or Partner (Florida)

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

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23
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5

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

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

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Revocable Trust for Single Individual: 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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10
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3

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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Restatement of Revocable Trust Contract (New York)

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

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Revocable Trust for Married Individual: Disclaimer Trust (Illinois)

This legal template is likely to be a document that provides instructions on creating a revocable trust specifically designed for married individuals in the state of Illinois. The trust may include provisions for a disclaimer trust, which allows the surviving spouse to disclaim certain assets to minimize estate taxes and retain control over the distribution of assets.

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Revocable Joint Trust for Married Couple: Simple (Illinois)

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

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Letter to Client: Drafts of Revocable Trusts with 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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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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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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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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Revocable Trust for Single Individual: Separate Share Trusts for Children (Illinois)

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

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

This legal template is a letter to a client providing drafts of revocable trusts with a trust specifically designed for unmarried partners in New York, under USA law. It offers a customized solution to protect the interests of partners who are not legally married.

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

This legal template is for appointing a successor trustee to manage a revocable trust in Pennsylvania, USA, where the original trustee is not able or willing to continue serving in that role.

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

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

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Revocable Trust for Single Individual: Simple (Illinois)

This legal template is a document that outlines the establishment of a revocable trust for a single individual in Illinois. The template provides a straightforward and uncomplicated framework for creating the trust, ensuring ease of use and understanding for individuals seeking to protect their assets and dictate their distribution.

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Memorandum to Client: Funding Revocable Joint Trust (California)

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

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

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

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Revocable Trust for Single Individual: Simple (New Jersey)

This legal template likely outlines the provisions for a revocable trust specifically designed for a single individual residing in New Jersey. It is a straightforward document that allows the individual to make changes or revoke the trust during their lifetime.

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Memorandum to Client: Funding Revocable Trust (California)

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

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

This legal template is a memorandum that provides guidance on funding a revocable joint trust for a couple, specifically tailored to Pennsylvania laws and regulations.

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

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

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

This legal template is for a married individual in Florida who wants to create a revocable trust. The trust includes provisions for a credit shelter trust, a qualified terminable interest property trust, and also addresses generation-skipping transfer (GST) tax planning.

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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 Single Individual: Simple (Pennsylvania)

This legal template is likely a document outlining the terms and conditions of a revocable trust specifically designed for a single individual in the state of Pennsylvania. It is a straightforward and uncomplicated trust agreement that can be modified or terminated by the individual during their lifetime.

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

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

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Restatement of Revocable Trust Contract (Illinois)

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

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

This legal template is a letter addressed to a client in New York, outlining the details of a Simple Revocable Trust Contract specifically designed for a single individual. The template follows the legal framework of USA law.

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

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

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Restatement of Revocable Trust Contract (Pennsylvania)

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

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

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

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

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

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

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

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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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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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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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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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21
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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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Restatement of Revocable Trust Contract (New Jersey)

This legal template is a document that restates the terms and conditions of a revocable trust contract specifically applicable in the state of New Jersey. It provides a comprehensive and updated outline of the rights, responsibilities, and provisions governing the trust agreement.

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Revocable Trust for Single Individual: Simple (California)

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

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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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Restatement of Revocable Trust Contract (Massachusetts)

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

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

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

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Memorandum to Client: Funding Revocable Trust (New Jersey)

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

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6