DEAL FOR A WEEK; New Forms & Books
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12 Elder & Family Law Forms (12 Forms, 162 Pages)Special Price $399.00 Regular Price $449.00SAVE when you purchase all 12 Elder & Family Law Forms. Click "Learn More" above for more information about the 12 Elder & Family Law Forms included.
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12 Will Forms (168 Pages)Special Price $299.00 Regular Price $349.00SAVE when you purchase ALL 12 WILLS (168 Pages). Upon purchase, each form will be immediately available and stored in your master account on www.nlfforms.com for your unlimited use.
Click "Learn More" for the full list of Will Forms. Each of the Wills included are also available for individual purchase.
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3 Subchapter S Trust Forms (43 Pages)$159.00SAVE when you purchase 3 Subchapter S Trust Forms which includes: Electing Small Business Trust (13 Pages), Qualified Subchapter S Trust (16 Pages), and Voting Trust Agreement (14 Pages).
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4 Charitable Trusts: CLAT, CLUT, CRAT and CRUT (4 Trusts, 158 Pages)Special Price $359.00 Regular Price $396.00Save when you purchase ALL 4 Charitable Trust Forms including: Charitable Lead Annuity Trust (CLAT) (41 Pages), Charitable Lead Unitrust (CLUT) (43 Pages), Charitable Remainder Annuity Trust (CRAT) (38 Pages), and Charitable Remainder Unitrust (CRUT) (36 Pages). Click "learn more" for a detailed description of each form.
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Electing Small Business Trust (13 Pages)Special Price $69.00 Regular Price $79.00This Trust is an Electing Small Business Trust, i.e. a Trust created to follow the rules and requirements that allow this Trust to be treated as a valid S corporation shareholder. The Electing Small Business Trust is often used in estate and/or income tax planning where S corporation owners wish to transfer some of the S corporation shares, but do not wish their children to gain any control over the corporation (hence no outright transfer) or be obliged to receive annual distributions of income (as would be the requirement if a Qualified Subchapter S Trust were created). The “ESBT” allows more control of the stock and its income by the Trustee. The Trust may also hold property other than the shares of an S corporation.Learn More -
Engagement Letter: Trust and Estate Representation (4 Pages)$26.00This client engagement letter for trust and estate services outlines the scope of services, key aspects of the professional relationship, and billing arrangements. The letter addresses the following: Scope of Services; Term of Engagement and Future Changes in Law; Fees and Expenses; Arbitration; and Advance Waiver of Certain Future Conflicts.
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Essential Estate Planning Forms (59 Forms, 648 Pages)$1,499.00Scroll down to read the list of included forms.
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 the detailed description for the list of included forms. Each form is fully editable and yours for immediate and unlimited use upon purchase.
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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"$69.00Note: As the result of the SECURE Act, there are separate provisions required for beneficiaries who are minor children of the grantor/testator, disabled beneficiaries, chronically ill beneficiaries, beneficiaries who are less than 10 years younger than the grantor/testator, and all other beneficiaries, whether related to the grantor/testator (such as grandchildren) or not.
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Gun Trust Agreement (7 Pages)$89.00This document is a “Gun Trust Agreement”, aka a National Firearms Act Firearms Trust Agreement. This Trust is established for the lawful acquisition, possession, storage, use, and transfer of firearms regulated under the National Firearms Act (“NFA”). Its intent is to indicate the valid ownership and control of a variety of firearms.
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Note that control under this Trust Agreement is strictly limited to the trust Grantor and authorized Trustee(s). NOTE: Several required ATF Forms are attached to this Trust Agreement as an Appendix. THERE MAY BE OTHER FEDERAL AND STATE FORMS REQUIRED TO BE ADDRESSED – AND THE TERMS OF THIS TRUST CANNOT BE READ TO SUPERSEDE APPLICABLE FEDERAL AND STATE LAWS. -
Intellectual Property Transfer Agreement (7 Pages)$59.00As development of AI and other software programs accelerate, the need for proper protection also accelerates. Persons who work independently or for companies where they retain the rights to their own intellectual property have the right to be rewarded for their creations and protected from unauthorized use. This Agreement recites the Seller’s representation of all rights in the property and provides compensation for the sale of those rights. It gives the Buyer noncompetition and confidentiality protection, and indemnification from the Seller if the property is not as represented. The Seller is protected from any change in control of the Buyer, and payments are guaranteed to the Seller’s heirs if necessary.
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