Drafting the Basic Will and Trust Guidebook
- Publisher:
- The Missouri Bar
- Publication date:
- 2017-01-01
Front Pages
Chapter 2 FULL DISCLOSURE, BOTH WAYS
- A. Full Disclosure, Both Ways
- B. Consider Available Alternatives to Probate
- C. Explain Attorney Fees
- D. Use Forms and Standardized Language
- E. Explain Problems of Domicile
- F. Integrate Insurance and Retirement Benefits
- G. Consider the “Fairness” of the Plan
- H. Short and Simple Is Not Always Best
- I. Missouri Uniform Trust Code
- J. Basic Estate Planning Questionnaire
Chapter 3 FORM OF SIMPLE WILL WITH ANNOTATIONS
- A. Caption
- B. Introductory Clause
- C. Payment of Debts, Expenses, and Taxes
- D. Disposition of Tangible Personal Property
- E. Disposition of Digital Property
- F. Disposition of Residuary Estate
- G. Survivorship Presumption
- H. Appointment of Personal Representative
- I. Powers of Administration
- J. Independent Administration and Bonding
- K. Definitions
- L. Attestation Clause
- M. “Self-Proving” Clause
Chapter 5 HEALTH CARE DIRECTIVE OR LIVING WILL
- A. Declaration by Terminally Ill Person (“Health Care Directive” or “Living Will”)
- B. Form of Health Care Directive/Living Will
- C. Durable Power of Attorney for Health Care
- D. Form of Durable Power of Attorney for Health Care Under Chapter 404, RSMo
- E. Health Insurance Portability and Accountability Act of 1996 Authorization
- F. Form of Health Insurance Portability and Accountability Act of 1996 Authorization
Chapter 6 WILL ESTABLISHING TESTAMENTARY TRUST FOR MINOR CHILDREN
Chapter 7 REVOCABLE INTER VIVOS TRUSTS
- A. Discussion Concerning Revocable Inter Vivos Trusts Generally
- B. Form of Qualified Spousal (Joint) Trust Agreement
- C. Discussion of Form of Qualified Spousal (Joint) Trust Agreement
- D. Form of Revocable Inter Vivos Trust for Single Persons
- E. Discussion Concerning Pourover Will for Use With Revocable Inter Vivos Trust
- F. Form of Pourover Will for Use With Joint Revocable Inter Vivos Trust
Chapter 8 MISSOURI FAMILY TRUST FUND
Chapter 9 QUALIFIED SPOUSAL TRUSTS