Electronic Forms: Instructions and Table

• Library: Estate Planning in Virginia (Virginia CLE) (2018 Ed.)

ELECTRONIC FORMS: INSTRUCTIONS AND TABLE

The forms in the appendices follow a few conventions the practitioner should find helpful. The language enclosed in boldface brackets ([example]) may be optional, alternative, suggested, or provided by way of example, depending upon the context in which it is used. Some items such as names, dates, and some dollar amounts that may not be enclosed in brackets are also clearly intended only as examples. The practitioner must always exercise independent professional judgment when making use of any of the information or forms contained in this book.

The print edition of this handbook includes a CD-Rom containing electronic forms. The same forms are embedded in the electronic version of this book and can be accessed directly from this table of forms page, as described below. Unlike the forms on the CD-Rom, the electronic forms in this handbook are licensed for use on a single personal computer only.

Electronic forms, whether included in the print edition or the electronic (PDF) edition, differ from the sample forms found in the appendix of the printed book, which have been printed single-spaced and truncated to conserve space. Electronic forms include the captions at the top of the forms and the certificates of mailing at the bottom and they are double-spaced, and so comply with Rule 1:16 of the Virginia Supreme Court, which requires that documents filed in court be double-spaced. They may be copied for use within the law firm of the person who purchased the associated book. Forms may be modified as necessary to suit clients' needs.

The forms are in Microsoft^® Word. Click the left mouse button twice on the links below to open the forms. You can also click the right mouse button once on the links to save the embedded files to your hard disk or a network server. (You need version 6 or later of Adobe^® Reader to access embedded files.)

File Name	Link to Form	Title of Form
01-01init_letter_client.doc		INITIAL LETTER TO CLIENT
01-02engage_letter.doc		ENGAGEMENT LETTER
01-03engage_letter_alt.doc		ENGAGEMENT LETTER—ALTERNATIVE FORM
01-04questionnaire_longdoc		LONG-FORM QUESTIONNAIRE
01-05questionnaire_short.doc		SHORT-FORM QUESTIONNAIRE
04-01will_nontax_single_trust_ young.doc		NON-TAX WILL FOR SINGLE PERSON WITH TRUST FOR YOUNG BENEFICIARIES
04-02will_nontax_trust_child.doc		NON-TAX WILL WITH TRUST FOR CHILDREN
04-03will_spec_need_trust_disab_ child.doc		WILL WITH SPECIAL NEEDS TRUST FOR DISABLED CHILD
04-04will_tax_marital_share_disp.doc		TAX WILL WITH OUTRIGHT DISPOSITION OF MARITAL SHARE
04-05will_tax_QTIP_power_appt.doc		TAX WILL WITH QTIP OR GENERAL POWER OF APPOINTMENT MARITAL TRUST
04-06will_pour_over.doc		POUR-OVER WILL
04-07will_codicil.doc		CODICIL
04-08portability_elect_clauses.doc		DRAFTING SUGGESTIONS FOR CLAUSE TO ELECT PORTABILITY
05-02trust_nontax_with_child_ trust.doc		NON-TAX TRUST WITH TRUST FOR CHILDREN
05-03trust_tax_QTIP_power_appt.doc		TAX TRUST WITH QTIP OR GENERAL POWER OF APPOINTMENT MARITAL TRUST
05-04trust_tax_GST.doc		TAX TRUST WITH GST PROVISIONS
05-05trust_amend.doc		AMENDMENT TO TRUST AGREEMENT
05-06trust_life_ins.doc		LIFE INSURANCE TRUST
05-07trust_grandchild.doc		GRANDCHILD'S TRUST
05-08trust_IRC_2503c.doc		I.R.C. § 2503(C) TRUST
05-09notif_init_withdraw.doc		INITIAL "PERPETUAL" WITHDRAWAL RIGHT NOTIFICATION LETTER
05-10notif_annual_withdraw.doc		ANNUAL WITHDRAWAL RIGHT NOTIFICATION LETTER
05-11trust_crummey.doc		CRUMMEY TRUST FOR THE BENEFIT OF A CHILD OF THE GRANTOR
05-12trust_crummey_withdraw_ trustee.doc		ANNUAL WITHDRAWAL RIGHT TRUSTEE/GUARDIAN NOTIFICATION LETTER FOR CRUMMEY TRUST FOR THE BENEFIT OF A CHILD OF THE GRANTOR
05-13trust_crummey_withdraw_ donee.doc		ANNUAL WITHDRAWAL RIGHT DONEE NOTIFICATION LETTER FOR CRUMMEY TRUST FOR THE BENEFIT OF A CHILD OF THE GRANTOR
05-15Atrust_nonrecip_sole_life_ben_ donee_spouse.doc		SAMPLE NONRECIPROCAL TRUST CREATED FOR SOLE LIFETIME BENEFIT OF DONEE SPOUSE
05-15Btrust_nonrecip_joint_life_ben_ donee_descends.doc		SAMPLE NONRECIPROCAL TRUST CREATED FOR JOINT LIFETIME BENEFIT OF DONEE SPOUSE AND DESCENDANTS; DONEE SPOUSE HAS LIFETIME LIMITED POWER TO APPOINT
05-16misc_trust_provisions.doc		MISCELLANEOUS TRUST PROVISIONS
07-01share_agmt_questionnaire.doc		SHAREHOLDER AGREEMENT DRAFTING QUESTIONNAIRE
07-02share_agmt.doc		SHAREHOLDER AGREEMENT
07-03bus_succ_questionnaire.doc		BUSINESS SUCCESSION PLANNING QUESTIONNAIRE RELATING TO THE BUSINESS, ITS OPERATIONS, MANAGEMENT, AND OWNERSHIP STRUCTURE
07-04bus_succ_questionnaire_		BUSINESS SUCCESSION PLANNING QUESTIONNAIRE RELATING TO NON-BUSINESS ASSETS
08-01memo_understand_power_ atty.doc		MEMORANDUM OF UNDERSTANDING ACCOMPANYING POWER OF ATTORNEY
08-02escrow_power_atty_health_ release.doc		MEMORANDUM OF ESCROW DELIVERY OF POWER OF ATTORNEY; AUTHORIZATION FOR RELEASE OF CONFIDENTIAL AND PROTECTED HEALTH INFORMATION
08-03gen_power_atty.doc		DURABLE GENERAL POWER OF ATTORNEY
08-04spec_power_atty_gifts.doc		DURABLE SPECIAL POWER OF ATTORNEY GRANTING AUTHORITY TO AGENT TO MAKE GIFTS
08-05adv_med_dir_health_care_ agent.doc		ADVANCE MEDICAL DIRECTIVE APPOINTMENT OF AGENT FOR HEALTH CARE DECISIONS APPOINTMENT OF PERSONAL REPRESENTATIVE TO OBTAIN HEALTH CARE INFORMATION APPOINTMENT OF AGENT TO MAKE ANATOMICAL GIFTS
08-06power_atty_tax.doc		DURABLE LIMITED POWER OF ATTORNEY FOR TAX MATTERS
08-07designee_for_final_arrange.do		DESIGNATION OF INDIVIDUAL TO MAKE ARRANGEMENTS FOR FUNERAL AND DISPOSITION OF REMAINS
08-08gen_power_atty_alt.doc		GENERAL DURABLE POWER OF ATTORNEY—ALTERNATIVE FORM
08-09validity_power_crtif.docx		AGENT'S CERTIFICATION AS TO VALIDITY OF POWER OF ATTORNEY AND AGENT'S AUTHORITY
08-10power_atty_revocation		REVOCATION OF POWER OF ATTORNEY
08-11power_atty_children_care		POWER OF ATTORNEY FOR MINOR

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