Estate Planning (2013 Forms)

Table of Contents

• Table of Contents

Chapter 01

• Section 1.67 Client Information Sheet
• Section 1.68 Asset Checklist—Short Form
• Section 1.69 Family and Asset Checklist—Long Form
• Section 1.70 Confidential Information Disclosure Authorization
• Section 1.71 Letter to Institutional Beneficiaries
• Section 1.72 Engagement Letter With Conflicts of Interest Disclosures
• Section 1.73 Trust Provision Authorizing Tangible Personal Property List
• Section 1.74 Agreement to Make Reciprocal Wills and Trust and Will and Trust Provision
• Section 1.75 Discretionary Trust Provision

Chapter 03

• Section 3.10 Basic Estate Planning Questionnaire
• Section 3.11 Basic Form of Simple Will (Without Annotations)
• Section 3.25 Appointment of Guardian of Person and Conservator of Estate (for Minor Children)
• Section 3.27 Gift for Charitable Purposes
• Section 3.28 “In Terrorem” Clauses
• Section 3.30 Form of Health Care Directive/Living Will
• Section 3.32 Form of Durable Power of Attorney for Health Care Under Chapter 404, RSMo
• Section 3.34 Form of Health Insurance Portability and Accountability Act
• Section 3.38 Form of Joint Revocable Inter Vivos Trust
• Section 3.40 Form of Revocable Inter Vivos Trust for Single Persons
• Section 3.42 Form of Pourover Will to Use With Joint Revocable Inter Vivos Trust
• Section 3.51 Basic Qualified Spousal Trust
• Section 3.52 Separate Share Qualified Spousal Trust

Chapter 04

• Section 4.5 Will Form—Including Power of Appointment Trust
• Section 4.7 Will Form—Including Qualified Terminable Interest Property Trust
• Section 4.9 Form—Inter Vivos Marital Deduction Trust
• Section 4.11 Form—Common Marital Deduction Trust
• Section 4.13 Form—Disclaimer Trust

Chapter 06

• Section 6.118 Instructions for Form 709
• Section 6.119 Form 709

Chapter 10

• Section 10.9 Limited Partnership Agreement
• Section 10.10 Certificate of Limited Partnership
• Section 10.12 Operating Agreement
• Section 10.13 Articles of Organization

Chapter 11

• Section 11.26 Buy/Sell Agreement Worksheet
• Section 11.27 Sample Agreement

Chapter 12

• Section 12.70 Joint Irrevocable Life Insurance Trust Agreement
• Section 12.71 Letter to Clients

Chapter 14

• Section 14.20 Sample Antenuptial Agreement

Chapter 16

• Section 16.86 Sample Stock or Bond Power
• Section 16.87 Letter Regarding Transfer of Assets to Trust
• Section 16.88 Brokerage Certification of Trust Investment Powers
• Section 16.89 Special Warranty Deed to Revocable Trust
• Section 16.90 Beneficiary Deed to Revocable Trust
• Section 16.91 Assignment of Tangible Personal Property to Revocable Trust
• Section 16.92 Assignment of Partnership Interest to Revocable Trust
• Section 16.93 Assignment of Promissory Note to Revocable Trust
• Section 16.94 Brokerage Firm Nonprobate Transfers (Transfer on Death) Agreement