Living Trusts: Forms and Practice

Author(s): F. Dwight Bickel (Author), Michael T. Flannery (Author)
A practice-oriented publication, featuring incisive analysis of the law by an estate planning expert and a comprehensive collection of practice-tested legal forms that you can use to establish and fund living trusts.
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If your practice includes estate planning, you need to know how to use living trusts for your clients' benefit. Living Trusts: Forms and Practice is a convenient, one-volume, practice-oriented publication, featuring incisive analysis of the law by an estate planning expert along with a comprehensive collection of practice-tested legal forms that you can use to establish and fund living trusts. The forms include:

  • Simple joint revocable living trust for married persons
  • Simple separate revocable living trusts for married persons
  • Simple revocable living trust for unmarried persons
  • Estate tax planning living trusts, with/without QTIP provisions
  • Pour-over will Irrevocable life insurance trust for tax planning
  • Forms for transferring real estate and investment assets to a living trust
  • Beneficiary designation forms

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