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eBook

Drafting the Basic Will & Trust Guidebook


Practice Area:
Elder |  Trusts, Estate Planning & Probate
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Description

This 3rd Edition Guidebook presents the basics of drafting simple wills and trusts and provides sample forms, annotations, suggested clauses for special situations, and questionnaires. The authors, Emily J. Kembell and Clifford S. Brown, guide you through the process in this guidebook that will save you (and your clients) time, money, and frustration. The authors provide practical advice on advising clients and alternatives to probate.  Included is a chapter on health care directives and durable powers of attorney for health care.  

 

3rd ed. 2017 (110 pages)

 

MoBar Price $50  |  eGuidebook or Print Version

MoBar Price $75  |  eGuidebook and Print Version

 

FORMS INCLUDED:

Basic Estate Planning Questionnaire | §2.J
Form of Simple Will (Without Annotations) Caption | 3.A
Introductory Clause | §3.B
Payment of Debts, Expenses, and Taxes | §3.C
Disposition of Tangible Personal Property | §3.D
Disposition of Digital Property | §3.E
Disposition of Residuary Estate | §3.F
Survivorship Presumption | §3.G
Appointment of Personal Representative | §3.H
Powers of Administration | §3.I
Independent Administration and Bonding | §3.J
Definitions | §3.K
Attestation Clause | §3.L
“Self-Proving” Clause | §3.M
Suggested Clauses for Special Situations Appointment of Guardian of Person and Conservator of Estate
     (for Minor Children) | §4.B
Gift for Charitable Purposes | §4.D
In Terrorem | §4.E
Form of Health Care Directive/Living Will | §5.B
Form of Durable Power of Attorney for Health Care Under Chapter 404, RSMo | §5.D
Form of Health Insurance Portability and Accountability Act of 1996 Authorization | §5.F
Form of Will Establishing Testamentary Trust for Minor Children | §6.A
Form of Qualified Spousal (Joint) Trust Agreement | §7.B
Form of Revocable Inter Vivos Trust for Single Persons. | §7.D
Form of Pourover Will for Use With Joint Revocable Inter Vivos Trust | §7.F
Sample Portion of a Revocable Trust Form for Creating a Basic Qualified Spousal Joint Trust. | §9.G
Sample Portion of a Revocable Trust Form for Creating a Separate Share Qualified Spousal Joint Trust. | §9.H
 

Materials

Content

Chapter 1      |      Introduction

Chapter 2      |      Full Disclosure, Both Ways

Chapter 3      |       Form of Simple Will With Annotations

Chapter 4      |       Suggested Clauses for Special Situations

Chapter 5     |        Health Care Directive or Living Will

Chapter 6     |       Will Establishing Testamentary Trust for Minor Children

Chapter 7     |       Revocable Inter Vivos Trusts

Chapter 8     |       Missouri Family Trust Fund

Chapter 9      |      Qualified Spousal Trusts

 

FORMS

 

Basic Estate Planning Questionnaire | §2.J

Form of Simple Will (Without Annotations) Caption | 3.A

Introductory Clause | §3.B

Payment of Debts, Expenses, and Taxes | §3.C

Disposition of Tangible Personal Property | §3.D

Disposition of Digital Property | §3.E

Disposition of Residuary Estate | §3.F

Survivorship Presumption | §3.G

Appointment of Personal Representative | §3.H

Powers of Administration | §3.I

Independent Administration and Bonding | §3.J

Definitions | §3.K

Attestation Clause | §3.L

“Self-Proving” Clause | §3.M

Suggested Clauses for Special Situations Appointment of Guardian of Person and Conservator of Estate
     (for Minor Children) | §4.B

Gift for Charitable Purposes | §4.D

In Terrorem | §4.E

Form of Health Care Directive/Living Will | §5.B

Form of Durable Power of Attorney for Health Care Under Chapter 404, RSMo | §5.D

Form of Health Insurance Portability and Accountability Act of 1996 Authorization | §5.F

Form of Will Establishing Testamentary Trust for Minor Children | §6.A

Form of Qualified Spousal (Joint) Trust Agreement | §7.B

Form of Revocable Inter Vivos Trust for Single Persons. | §7.D

Form of Pourover Will for Use With Joint Revocable Inter Vivos Trust | §7.F

Sample Portion of a Revocable Trust Form for Creating a Basic Qualified Spousal Joint Trust. | §9.G

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