Trusts and Powers of Attorney (2013 Forms)

Table Of Contents

• Table Of Contents

Chapter 3

• Section 3.115 Practical Tips for Trust Administration

Chapter 8

• Section 8.50 Initial Letter to Client
• Section 8.51 Durable Power of Attorney (Short Form)
• Section 8.52 Springing Durable Power of Attorney (Short Form)
• Section 8.53 Durable Power of Attorney (Long Form)
• Section 8.54 Springing Durable Power of Attorney (Long Form)
• Section 8.55 Special Durable Power of Attorney
• Section 8.56 Summary of Duties for Attorney in Fact (Excluding Healthcare)
• Section 8.57 Notice of Revocation of Durable Power of Attorney

Chapter 9

• Section 9.67 Health and Personal Care General Springing Durable Power of Attorney
• Section 9.69 Agreement With Respect to Springing Durable Power of Attorney Appointing
• Section 9.70 Agreement With Respect to General Durable Power of Attorney Appointing
• Section 9.71 Summary of Duties of Attorney in Fact (Health Care)
• Section 9.72 Agreement Between Principal and Attorney in Fact When Health Care
• Section 9.73 Affidavit of Attorney in Fact to Validate Durable Power of Attorney
• Section 9.74 Sample Health Care Directive
• Section 9.75 General (Springing) Durable Power of Attorney

Chapter 11

• Section 11.43 Distribution to Custodian Under Will or Trust, §§ 404.016, 404.027.1, 404.047.1(4), and 404.057.1, RSMo
• Section 11.44 Beneficiary Designations Under Benefit Plan or Insurance, §§ 404.016, 404.027.1, 404.047.1(4), and 404.057.1, RSMo
• Section 11.45 Example of Opinion on Abstract, § 404.051.5(3), RSMo
• Section 11.46 Example of Custodial Trust Agreement
• Section 11.47 Designation of Successor Custodian

Chapter 12

• Section 12.42 Distribution to Custodian Under Will or Trust
• Section 12.44 Distribution to Custodian Under Employee Benefit Plans
• Section 12.45 Beneficiary Designations Under Benefit Plans or Insurance
• Section 12.46 Opinion on Abstract
• Section 12.47 Provisions in Durable Power of Attorney
• Section 12.48 Transfer-on-Death Direction to Custodian
• Section 12.49 Custodian’s Rules for Making Beneficiary Designations Under an Adult
• Section 12.50 Instructions for Making Beneficiary Designations for Custodianship
• Section 12.51 Distribution Rules Summary for Custodianship Beneficiary Designations
• Section 12.52 Example of Durable Power of Attorney
• Section 12.53 Example of Agreement With Custodian

Chapter 13

• Section 13.73 Example of Instructions for Making Employee Beneficiary Designations
• Section 13.74 Distribution Rules Summary (for Employees)
• Section 13.75 Employee Beneficiary Designation Form
• Section 13.76 Acknowledgment of Receipt of Employee Beneficiary Designation Form
• Section 13.77 Rules for Employee Beneficiary Designations
• Section 13.78 Promissory Note Providing for Transfer at Owner’s Death to Owner’s Revocable Trust
• Section 13.79 Contract Provision Authorizing Beneficiary Designation for Contract Rights Under License Agreement
• Section 13.80 Beneficiary Designation Form for Contract Rights
• Section 13.81 Acknowledgment of Receipt of Beneficiary Designation Form for Contract Rights
• Section 13.82 Beneficiary Assignment
• Section 13.83 Beneficiary Assignment in Letter Form, to Be Either Delivered to Contract Obligor Before the Owner’s Death or Notarized
• Section 13.84 Beneficiary Deed (With Contingent Beneficiary)
• Section 13.85 Revocation of Beneficiary Deed
• Section 13.86 Beneficiary Deed to the Revocable Trust of Whichever Spouse Dies Last
• Section 13.87 Beneficiary Transfer Instrument in the Form of a “Beneficiary Deed of Gift”
• Section 13.88 Beneficiary Transfer Instrument in the Form of a “Beneficiary Bill of Sale”
• Section 13.90 Stock Power Used for Transfer on Death Registration
• Section 13.92 Examples of Transfer on Death Securities Registrations
• Section 13.93 Application to Register Stock in Beneficiary Form
• Section 13.94 Bylaw Provision or Board Resolution for Transfer on Death Registration of Securities by Missouri Corporation or Corporation With Principal Place of Business in Missouri
• Section 13.95 Registration in Beneficiary Form: Transfer on Death (TOD) Account With Stockbroker
• Section 13.96 Pay on Death Agreement for Bank Certificate of Deposit
• Section 13.97 Pay on Death Agreement for Joint Bank Checking or Savings Account
• Section 13.98 Registration in Beneficiary Form: Motor Vehicles and Watercraft—Transfer on Death Certificates of Title
• Section 13.99 Promissory Note in Beneficiary Form
• Section 13.100 Forgiveness of Indebtedness at Owner’s Death, Included in Owner’s Revocable Trust Under § 461.001, RSMo
• Section 13.101 Use of Beneficiary Designation Form in Connection With Inter Vivos Trust
• Section 13.102 Committee Comments