Davis’ Texas Estate Planning Forms 2017

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Published:
December 2016
Update frequency:
Annual
Free update period:
60 days before next edition is released
Format:
Softbound
Page count:
1,785
ISBN:
978-1-59839-264-7
by Mickey R. Davis

Book Features

Developed by Mickey R. Davis, a board-certified attorney in estate planning and probate law and a Fellow of the American College of Trust and Estate Counsel, Davis’s Texas Estate Planning Forms 2017 contains nearly 1,700 pages of expertly crafted and time-tested estate planning forms that can be easily customized to meet your client’s needs. This extensive volume includes the following:

  • Client intake and fee agreements.
  • Ancillary forms with explanatory notes covering directives to physicians, medical and financial powers of attorney, guardianship appointments, disclosures of protected health information, and the disposition of a decedent’s remains.
  • Common will provisions with explanatory notes and optional language that can be used to customize each model will form.
  • 34 model wills with explanatory guidance for nontaxable and taxable estates for single and married individuals.
  • 15 model trusts with explanatory guidance covering irrevocable gifts and specialized trusts (i.e., ILITs, 2503 Trusts, GRATs, QPRTs, CRATs, CRUTs, and CLATs).
  • Access code for individually downloading every form in the book at oconnors.com.

New Features for 2017

First edition released in December 2016.

    Table of Contents

    Commentaries 3.Introduction to Wills 4.Introduction to Trusts Forms 1.Client-Intake Forms Representation Agreements 1A:1.Engagement Agreement – Flat Fee 1A:2.Engagement Agreement – Hourly Fee Questionnaires 1B:1.Long Questionnaire 1B:2.Short Questionnaire – Single 1B:3.Short Questionnaire – Married 2.Ancillary Forms 2:1.Directive to Physicians & Family or Surrogates 2:2.Information Concerning Directive to Physicians & Family or Surrogates 2:3.Medical Power of Attorney 2:4.Information Concerning the Medical Power of Attorney 2:5.Statutory Durable Power of Attorney 2:6.Durable General Power of Attorney 2:7.Durable Limited Power of Attorney 2:8.Important Information for Agent (Attorney-in-Fact) 2:9.Declaration of Guardian Before Need Arises 2:10.Declaration of Guardian for My Children 2:11.Authorization for Disclosure of Protected Health Information 2:12.Appointment for Disposition of Remains 3.Wills General Forms 3A:1.Attestation Clause 3A:2.Self-Proving Affidavit Optional Provisions 3B:1.Exordium Clause – Identification of Testator 3B:2.Exordium Clause – Identification of Testator's Family 3B:3.Fiduciary Appointments – Executors 3B:4.Fiduciary Appointments – Identification of Trustees 3B:5.Specific Testamentary Gifts – Personal Effects 3B:6.Specific Testamentary Gifts – Specific Gifts 3B:7.Specific Testamentary Gifts – Cash Gifts 3B:8.Specific Testamentary Gifts – Charitable Bequest 3B:9.Specific Testamentary Gifts – S Corporation Stock 3B:10.Specific Testamentary Gifts – Retirement Accounts 3B:11.Specific Testamentary Gifts – Residences 3B:12.Specific Testamentary Gifts – Cancellation of Indebtedness 3B:13.Specific Testamentary Gifts – Real Property 3B:14.Specific Testamentary Gifts – Exercise of Power of Appointment 3B:15.Remaining Property – Initial Disposition 3B:16.Remaining Property – Contingent Disposition 3B:17.Executor & Trustee Provisions – Fiduciary Compensation 3B:18.Executor & Trustee Provisions – Fiduciary Liability 3B:19.Executor & Trustee Provisions – Co-Fiduciary Provisions 3B:20.Administrative Provisions – Shipping Personal Effects 3B:21.Administrative Provisions – Insurance Proceeds 3B:22.Administrative Provisions – Homestead Occupancy Rights 3B:23.Administrative Provisions – Spendthrift Trusts 3B:24.Administrative Provisions – Maximum Duration of Trusts 3B:25.Debts, Expenses & Taxes – Payment of Debts 3B:26.Debts, Expenses & Taxes – Payment of Expenses 3B:27.Debts, Expenses & Taxes – Payment of Death Taxes 3B:28.Debts, Expenses & Taxes – Source of Payment 3B:29.General Provisions – No Contest 3B:30.General Provisions – Definition of Heirs 3B:31.General Provisions – Definition of Spouse 3B:32.General Provisions – Definition of Survival Single Person 3C:1.Single – Contingent Trust 3C:2.Single – Child/Contingent Trust 3C:3.Single – Descendant/Contingent Trust 3C:4.Single – Child/Descendant/Contingent Trust 3C:5.Single – Simple Will Married – No Tax Planning 3D:1.Married – Contingent Trust 3D:2.Married – Child/Contingent Trust 3D:3.Married – Descendant/Contingent Trust 3D:4.Married – Child/Descendant/Contingent Trust 3D:5.Married – Simple Will Married – Residuary to Spouse – Disclaimer to Bypass Trust 3E:1.Resid. to Spouse – Disc. to Bypass – Contingent Trust 3E:2.Resid. to Spouse – Disc. to Bypass – Child/Contingent Trust 3E:3.Resid. to Spouse – Disc. to Bypass – Descendant/Contingent Trust 3E:4.Resid. to Spouse – Disc. to Bypass – Child/Descendant/Contingent Trust Married – Residuary to QTIP Trust – Disclaimer to Bypass Trust 3F:1.Resid. to QTIP – Disc. to Bypass – Contingent Trust 3F:2.Resid. to QTIP – Disc. to Bypass – Child/Contingent Trust 3F:3.Resid. to QTIP – Disc. to Bypass – Descendant/Contingent Trust 3F:4.Resid. to QTIP – Disc. to Bypass – Child/Descendant/Contingent Trust Married – Marital Lead (ML) Spouse – Residuary to Bypass Trust 3G:1.ML Spouse – Resid. to Bypass – Contingent Trust 3G:2.ML Spouse – Resid. to Bypass – Child/Contingent Trust 3G:3.ML Spouse – Resid. to Bypass – Descendant/Contingent Trust 3G:4.ML Spouse – Resid. to Bypass – Child/Descendant/Contingent Trust Married – Credit Lead (CL) Bypass Trust – Residuary to Spouse 3H:1.CL Bypass – Resid. to Spouse – Contingent Trust 3H:2.CL Bypass – Resid. to Spouse – Child/Contingent Trust 3H:3.CL Bypass – Resid. to Spouse – Descendant/Contingent Trust 3H:4.CL Bypass – Resid. to Spouse – Child/Descendant/Contingent Trust Married – Marital Lead (ML) QTIP Trust – Residuary to Bypass 3I:1.ML QTIP – Resid. to Bypass – Contingent Trust 3I:2.ML QTIP – Resid. to Bypass – Child/Contingent Trust 3I:3.ML QTIP – Resid. to Bypass – Descendant/Contingent Trust 3I:4.ML QTIP – Resid. to Bypass – Child/Descendant/Contingent Trust Married – Credit Lead (CL) Bypass Trust – Residuary to QTIP 3J:1.CL Bypass – Resid. to QTIP – Contingent Trust 3J:2.CL Bypass – Resid. to QTIP – Child/Contingent Trust 3J:3.CL Bypass – Resid. to QTIP – Descendant/Contingent Trust 3J:4.CL Bypass – Resid. to QTIP – Child/Descendant/Contingent Trust 4.Trusts Irrevocable Gift Trusts 4:1.Single Grantor—Gift Trusts for Children with Staged Termination 4:2.Single Grantor—Gift Trusts for Children for Lifetime 4:3.Married Grantor—Gift Trusts for Children with Staged Termination 4:4.Married Grantor—Gift Trusts for Children for Lifetime Irrevocable Life Insurance Trusts (ILITs) 4:5.ILIT for Children with Staged Termination 4:6.ILIT for Children for Lifetime 4:7.ILIT for Spouse & Children with Staged Termination 4:8.ILIT for Spouse & Children for Lifetime 2503(c) Trust 4:9.2503(c) Trust Grantor Retained Annuity Trust (GRAT) 4:10.GRAT Qualified Personal Residence Trust (QPRT) 4:11.QPRT Charitable Remainder Annuity Trust (CRAT) 4:12.CRAT Charitable Remainder Unitrust (CRUT) 4:13.CRUT Charitable Lead Annuity Trusts (CLATs) 4:14.CLAT Grantor Trust 4:15.CLAT Nongrantor Trust

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