Irrevocable Trusts included in the Template Set:

• Life Insurance Trusts ("ILIT's) (including a "SLAT" option);
• An Intentionally Defective Grantor Trust ("IDGT");
• Special Needs Trusts (1st person and 3rd party);
• Educational Trusts;
• Qualified Personal Residence Trusts ("QPRT's);
• Grantor Retained Annuity Trust ("GRAT's");
• Charitable Remainder Trusts ("CRAT's" and "CRUT's" including: net income with make-up; "flips"; and, successor income beneficiary provisions);
• A Medicaid Intentionally Defective Grantor Trust ("MIDGiT"; for prospective planning);
• Personal Residence Medicaid Trust (an intentionally defective grantor trust to avoid the "recovery lien" on the personal residence); and,
• A Qualified Income Trust (an "income gap" trust also known as a "Miller Trust").

Coming Soon

• A Charitable Remainder Lead Trust ("CLT")

Key Benefits:

• Keyed to Trust & Wills answer files so common information does not need to be re-entered (although the Trust & Wills template set is not a requirement for use).
• Program allows different attorneys/support staff to prepare documents for same client using common answer file.
• One year free updates and revisions to templates (subsequent update subscription only $150/year).
• Full, thirty day money back guarantee.

The Irrevocable Trusts template set is only $700.00

($550.00 if purchased with the Trusts & Wills template set)