Appendix D Dispositive Checklist

• Library: A Lawyer's Guide to Estate Planning: Fundamentals for the Legal Practitioner (ABA) (2018 Ed.)

Appendix D Dispositive Checklist

A. Disposition of property other than residue

1. Specific gifts

a. Description
b. Primary beneficiary
c. Contingent beneficiary or gift lapses
d. Survivorship period

2. Tangible personal property

a. Primary beneficiary
b. Contingent beneficiary or gift lapses
c. Survivorship period

3. Residence

a. Primary beneficiary
b. Contingent beneficiary or gift lapses
c. Survivorship period
d. Subject to encumbrances? Yes / No
e. Tangible personal property included? Yes / No

4. Other real estate

a. Primary beneficiary
b. Contingent beneficiary or gift lapses
c. Survivorship period
d. Subject to encumbrances? Yes / No
e. Tangible personal property included? Yes / No

5. Does the client have power of appointment over any property? Yes / No
6. Are there any charitable gifts to be given? Yes / No

B. Disposition of residue

1. Outright to spouse
2. Outright to children
3. Outright to others
4. Contingent gift

a. Outright to children
b. Trust for children
c. Outright or otherwise to others

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