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Product details:

Brand: Clark Boardman Callaghan
Copyright: 2008-2015
Service #: 13975797
Sub #: 13975796

Free update period with subscription:

90 days  (details)

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Partial stock
Book with CD-ROM
$604.00 $422.80

Monthly pricing (What's this?)
$48.00/month $28.80/month

Providing the building blocks to ensure the validity and integrity of the most commonly used trusts in estate planning, Trusts includes more than 30 different types of trusts. The trusts are conveniently organized into three easy-to-use categories– revocable, irrevocable, and corporate trusts.

This text helps you determine when each trust should be used based on your client's needs and circumstances. Each form is accompanied by commentary that:

  • Analyzes tax implications
  • Defines trust properties
  • Explains optional clauses
  • Outlines trust requirements
  • Provides practice tips and notes
  • Discusses trust funding

Tables necessary for drafting GRIT trusts, alternative trust language and planning issues, practice notes, and a CD-ROM are included.