Sophisticated Estate Planning Forms (32 Forms, 674 Pages)

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$1,499.00

Save $1,189 when you purchase Sophisticated Estate Planning Forms (32 Forms, 674 Pages). 

Sophisticated Estate Planning Forms (32 Forms, 674 Pages) is a cost-effective opportunity to establish or expand your library.

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

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Save $1,189 when you purchase Sophisticated Estate Planning Forms (32 Forms, 674 Pages). 

Sophisticated Estate Planning Forms (32 Forms, 674 Pages) is a cost-effective opportunity to establish or expand your library.

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

Sophisticated Estate Planning Forms (32 Forms, 674 Pages) (click any title for a detailed description or to purchase individually. Individual form pricing is noted next to each title):
1) Charitable Lead Annuity Trust (CLAT) (41 Pages) - $99
2) Charitable Lead Unitrust (CLUT) (43 Pages) - $99 
3) Charitable Remainder Annuity Trust (CRAT) (38 Pages) - $99
4) Charitable Remainder Unitrust (CRUT) (36 Pages) - $99 
5) Dynasty Trust (34 Pages) - $129 
6) Electing Small Business Trust (13 Pages) - $59
7) FORM: The SECURE Act: Special Retirement Plan Disposition Clause For Separate Shares For Inclusion In A Will Or Trust: Separate Handling Of Retirement Plan Distributions In Separate Shares For Beneficiaries In Sub-Trusts Which May Be "Stretched-Out" - $69 
8) Generation-Skipping Transfer (GST) Tax: 22 Practical Clauses (34 Pages) - $199
9) GRAT (Grantor Retained Annuity Trust) (32 Pages) - $129
10) GRIT (Grantor Retained Income Trust) (8 Pages) - $69 
11) GRUT (Grantor Retained Unitrust) (8 Pages) - $69 
12) Incomplete Non-Grantor Trust (“ING Trust”) (30 Pages) - $129 
13) Intentionally Defective Grantor Trust Forms: Intentionally Defective Grantor Trust (7 Pages), Installment Sale To Trust (3 Pages), Promissory Note For Sale To Defective Grantor Trust (2 Pages) - $129 
14) Irrevocable GST Trust for Child (for life) then for Grandchildren with LPA Exercisable for Descendants (23 Pages) - $59 
15) Issue #7: After The Tax Cuts And Jobs Act - Allow a Trustee to Grant a General Power of Appointment to a Beneficiary to Enable Estate Inclusion and Date of Death Value for Basis Where Appropriate – Appointment to Creditors Only - 1 Clause (1 Page) - $39 
16) Issue #8: After The Tax Cuts And Jobs Act - Sophisticated Planning to Achieve Both an Appreciation Freeze and a Basis Step-Up over Two Deaths (1 Page) - $39 
17) Joint Living Trust (73 Pages) - $99 
18) Promissory Note For Family Transactions Including Financed Net Gifts (2 Pages) - $29 
19) Qualified Personal Residence Trust (QPRT) With Possible Conversion To A GRAT (Grantor Retained Annuity Trust) (16 Pages) - $69
20) Qualified Personal Residence Trust (QPRT) With Possible Return To Grantor (12 Pages) - $69 
21) Qualified Subchapter S Trust (16 Pages) - $59 
22) Revocable Trust For Digital Assets And Program Awards (28 Pages) - $89 
23) SCIN Transaction - Self-Canceling Installment Note (3 Pages) - $29 
24) SCIN Transaction-Acquisition Agreement (5 Pages) - $29 
25) Special Needs Trust Of A Third Person's Assets Created By That Person For A Disabled (Or Other) Person (7 Pages) - $59 
26) Special Needs Trust Of Disabled Person’s Assets Created By The Disabled Person For The Disabled Person (15 Pages) - $79
27) Special Needs Trust Of Disabled Person's Assets Created By A Third Person Or Entity For The Disabled Person (15 Pages) - $79
28) Split Dollar Life Insurance Agreement (With Irrevocable Life Insurance Trust As Policy Owner) And Collateral Assignment Of The Policy To The Employer By The Trustee (11 Pages) - $79 
29) Spousal Lifetime Access Non-Grantor Trust (SLANT) (32 Pages) - $129 
30) Spousal Lifetime Access Trust (SLAT) (30 Pages) - $129 
31) Two-Year Grantor Retained Annuity Trust (GRAT) (24 Pages) - $79
32) Will With QDOT (Qualified Domestic Trust) (25 Pages) - $69

Author:
Steven G. Siegel is president of The Siegel Group, a Morristown, New Jersey - based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School and an LLM in Taxation from New York University.
 
He is the author of several books, including: Planning for An Aging Population; Business Entities: Start to Finish; Taxation of Divorce and Separation; Income Taxation of Estates and Trusts, Preparing the Audit-Proof Federal Estate Tax Return, Putting It Together: Planning Estates for $5 million and Less, Family Business Succession Planning, Business Acquisitions: Representing Buyers and Sellers in the Sale of a Business; Dynasty Trusts; Planning with Intentionally-Defective Grantor Trusts; The Federal Gift Tax: A Comprehensive Analysis; Charitable Remainder Trusts, Grantor Trust Planning: QPRTs, GRATs and SCINs, The Estate Planning Course, The Retirement Planning Course, Retirement Distributions: Estate and Tax Planning Strategies; The Estate Administration Course, Tax Strategies for Closely-Held Businesses, and Tort Litigation Settlements: Tax and Financial Issues.
 
Mr. Siegel has lectured extensively throughout the United States on tax, business and estate planning topics on behalf of numerous organizations, including National Law Foundation, AICPA, CCH, National Tax Institute, National Society of Accountants, and many others.  He has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
 
The Siegel Group provides consulting services to accountants, attorneys, financial planners and life insurance professionals to assist them with the tax, estate and business planning and compliance issues confronting their clients. The Siegel Group does not sell any products. It is an entirely fee-based organization.