Essential Estate Planning Forms (59 Forms, 648 Pages)

SAVE and establish or expand your library with Essential Estate Planning Forms (59 Forms, 648 Pages). 

Reference these forms to save drafting time and compare how Steve Siegel drafts his documents.  See below the list of included forms.  Each form is fully editable and yours for immediate and unlimited use upon purchase.

Essential Estate Planning Forms (59 Forms, 648 Pages) (click any form title for a detailed description or to purchase individually. Individual form pricing is noted next to each title):
1) 2 Power Of Appointment Forms: Creation Of Power Of Appointment & Exercise Of Power Of Appointment (3 Pages) - $59
2) 10-Page Written Detailed Explanation (With 10 Useful Examples and Many Practical Planning Tips): The SECURE Act: A Retirement Plan Distribution Game-Changer" - $19
3) 2024 Estate and Tax Client Planning Letter (5 Pages) - $23
4) Administrative Provisions (Directions to the Fiduciary) - 3 Clauses (1 Page) - $19
5) Agreement Between Resident And Nursing Home (10 Pages) - $29
6) Buy-Sell Stockholders' Agreement: Cross-Purchase (17 Pages) - $59
7) Buy-Sell Stockholders' Agreement: Entity Purchase (19 Pages) - $59
8) By-Laws Of A Non-Profit Corporation (16 Pages) - $29
9) Disclaimer Of All Property Left Under Will and All Joint Property (2 Pages) - $19
10) Disclaimer Of Specific Property (2 Pages) - $19
11) Disclaimer Will: If Disclaimer Exercised By Surviving Spouse, Trust For Surviving Spouse, Then In Trust For Children With Three (3) Incremental Distributions (At Ages 25, 30, and 35) (18 Pages) - $39
12) Disclaimer Will: If Disclaimer Exercised By Surviving Spouse, Trust For Surviving Spouse, Then In Trust For Children With Two (2) Incremental Distributions (At Ages 25 and 30) (18 Pages) - $39
13) Discretionary Accumulation Trust (14 Pages) - $79
14) Durable Power of Attorney ("Springing") (7 Pages) - $49
15) Durable Power of Attorney (Non "Springing") (11 Pages) - $49
16) Estate Administration Issues and Responsibilities Checklist (13 Pages) - $29
17) Fractional Share Disclaimer Of Optimal Credit Shelter Amount (3 Pages) - $19
18) Healthcare Directive (4 Pages) - $29
19) Incentive Trust Provision (2 Pages) - $39
20) Inter Vivos QTIP Trust (10 Pages) - $49 
21) Irrevocable Life Insurance Trust With Crummey Powers And Sample Crummey Letter (40 Pages) - $79
22) Irrevocable Lifetime Trust For A Beneficiary (15 Pages) - $49
23) Irrevocable Lifetime Trust With Limited Power Of Appointment (15 Pages) - $59
24) Irrevocable Lifetime Trust With Limited Power Of Appointment And Crummey Power (15 Pages) - $59
25) Irrevocable Survivorship Life Insurance Trust With Crummey Powers And Sample Crummey Letter (33 Pages) - $79
26) Irrevocable Trust (13 Pages) - $49
27) Irrevocable Trust For Child Or Grandchild Under IRC Sec. 2503(c) (24 Pages) - $59
28) Irrevocable Trust For Multiple Children Or Grandchildren With Crummey Powers (16 Pages) - $69
29) Issue #1: After The Tax Cuts And Jobs Act - Clauses To Address Gifting Hard To Value Asset Issues - 2 Clauses (2 Pages) - $39
30) Issue #2: After The Tax Cuts And Jobs Act - Clauses to Address the Proper Notices of Allocation to Use in Connection with Generation-Skipping Transfers - 5 Clauses (2 Pages) - $39
31) Issue #3: After The Tax Cuts And Jobs Act - The Marital Deduction Provisions - 5 Clauses (13 Pages) - $59
32) Issue #4: After The Tax Cuts And Jobs Act - The Credit Shelter Trust Provisions (aka By-Pass Trust; aka Unified Credit Trust, aka Exemption Equivalent Trust; aka Available Exclusion Trust) 5 Clauses - (12 Pages) - $59
33) Issue #5: After The Tax Cuts And Jobs Act - Portability Provisions - 4 Clauses (4 Pages) - $59
34) Issue #6: After The 2017 Tax Cuts And Jobs Act - Generation-Skipping Transfers - 1 Clause (9 Pages) - $59
35) Marital Fractional Share Formula Clauses - 2 CLAUSES (1 Page) - $19
36) Medicaid Planning: 5-Year Income Only Trust (12 Pages) - $29
37) Medicaid Planning: Life Care Agreement (7 Pages) - $19
38) Medicaid Planning: Miller Trust (8 Pages) - $19
39) Minor's Trust With Crummey Powers (15 Pages) - $49
40) Moving Out Of High Tax States To Lower Tax States: 50 Steps To Change Your Domicile (7 Pages) - $39
41) Non-Profit Corporate Certificate of Incorporation (5 Pages) - $19
42) Organizational Minutes of Trustees of Non-Profit Corporation (2 Pages) - $19
43) Pecuniary Credit Shelter For Use In A Will (1 Page) - $19
44) Pecuniary Formula Clauses - 2 CLAUSES (1 Page) - $19
45) Pecuniary Marital Deduction Formula For Use in a Will (1 Page) - $19
46) Pick And Choose Fractional Share Marital Deduction Formula For Use In A Revocable Trust (1 Page) - $19
47) Portability Election for Estates and Trusts - 4 Alternative Clauses (3 Pages) - $49
48) Private Annuity Agreement (3 Pages) - $19
49) Retainer Agreement (3 Pages) - $49
50) Refunding Bond and Release (3 Pages) - $19
51) Revocable Living Trust for Childless Couple (12 Pages) - $49
52) SECURE Act 2.0 Twenty-Eight Key Changes (11 Pages) - $29
53) Simple Will With Direction To Sell Real Estate At Designated Age Of Beneficiary (12 Pages) - $49
54) Trust for the Care of Animals (Pet Trust) (4 Pages) - $59
55) Trust Protector Provisions (2 Pages) - $49
56) Voting Trust Agreement (14 Pages) - $59
57) Waiver of Accounting and Release (1 Page) - $29
58) Will For Widow Treating Two Children And Heirs Differently (18 Pages) - $39
59) Will Outright To Spouse Then Held In Spendthrift Trust (17 Pages) - $49

Author:
Steven G. Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States.

Mr. Siegel is the author of many books, including: The Grantor Trust Answer Book (2012 and 2013 CCH); CPA’s Guide to Financial and Estate Planning (AICPA 2012); and Federal Fiduciary Income Taxation (Foxmoor 2012). In conjunction with numerous tax planning lectures he has delivered for the National Law Foundation, Mr. Siegel has prepared extensive lecture materials on the following subjects: Planning for An Aging Population; Business Entities: Start to Finish; Preparing the Audit-Proof Federal Estate Tax Return; Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts, Introduction to Estate Planning; Intermediate-Sized Estate Planning; Social Security, Medicare and Medicaid: Explanation and Planning Strategies; Subchapter S Corporations: Using Trusts as Shareholders; Divorce and Separation: Important Tax Planning Issues; The Portability Election; Generation-Skipping Transfer Tax: A Comprehensive Review; and many other titles.

Mr. Siegel has delivered hundreds of lectures to thousands of attendees in live venues and via webinars throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including The Heckerling Institute on Tax Planning, CCH, National Law Foundation, AICPA, Western CPE, the National Society of Accountants, the National Tax Institute, Cohn-Reznick, Professional Education Systems, Inc., Foxmoor Education, many State Accounting Societies and Estate Planning Councils as well as on behalf of private companies.

He is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama, and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.  Mr. Siegel holds a bachelor’s degree from Georgetown University (magna cum laude, phi beta kappa), a juris doctor from Harvard Law School and an LLM in taxation from New York University Law School.