Trust and Legal Documents
This section contains links to forms in PDF format. You will need Adobe Acrobat Reader to view and print these files. If you do not already have Acrobat Reader, you can download it for free here.
A. Trust Request Form
B. Charitable Trust
1. Sample Charitable Remainder Annuity Trust (35kb)
2. Sample Charitable Remainder Unitrust—1 life (37kb)
3. Sample Charitable Remainder Unitrust—2 lives (35kb)
4. Drafting Memo for a Charitable Remainder Trust—Single Donor (17kb)
5. Drafting Memo for a Charitable Remainder Trust—Joint Donor (18kb)
C. Revocable Trust
1. Sample Revocable Trust—RBC Trust Successor Trustee (44kb)
2. Drafting Memo for a Self Trustee Trust (21kb)
D. ILITS
1. Sample Irrevocable Life Insurance Trust—1 Grantor (71kb)
2. Sample Irrevocable Life Insurance Trust—2nd to die (50kb)
3. Drafting Memo for an Irrevocable Life Insurance Trust—1 Grantor (17kb)
4. Drafting Memo for an Irrevocable Life Insurance Trust—2nd to die (17kb)
E. Credit Shelter Trust
1. Sample Marital Deduction/Credit Shelter Trust (51kb)
F. Special Needs Trust
1. Sample Irrevocable Special Needs Trust (40kb)
2. Drafting Memo for a Special Needs Trust (22kb)
G. Dynasty Trust
1. Sample Irrevocable Dynasty Trust (36kb)
H. Testamentary Trust
1. Drafting Memo for a Testamentary Trust (15kb)
I. Irrevocable Trust
1. Drafting Memo for an Irrevocable Trust (with asset protection provisions) (16kb)
2. Irrevocable Trust with Asset Protection Provisions (49kb)
J. IRA Beneficiary Trust
1. The IRA Beneficiary Trust ("IBT") Background (23 kb)
2. Sample IBT Trust Agreement (40 kb)
3. Instructions For Completing Schedule B (14 kb)