Trusts & Estates
Trusts & Estates
Gifting Trust Sample
The Wealth Docx® Irrevocable Trust System gives you the ability to create an irrevocable trust as a complex trust or as a grantor trust. The grantor trust has triggers that will keep the asset from the grantor’s estate, but cause the trust to be taxed to the grantor. Download the gifting trust sample document to see a full Table of Contents and the first four sections of the document—we think you'll like what you see.
Topics
Complete the form to get your free guide
Related Resources
Gifting Trust Sample
The Wealth Docx® Irrevocable trust system gives you the ability to create the Irrevocable trust as a complex trust or as a grantor trust, with grantor trust triggers that will keep the asset from the grantor’s estate, but cause the trust to be taxed to the grantor.
Learn More
Wealth Docx Health and Education Exclusion Trust (HEET) Sample
Download a sample Health and Education Exclusion Trust (HEET) from Wealth Docx, the leading trusts and estates software for attorneys
Learn More
Estate Planning Awareness Survey 2016
What Do Americans Think About Estate Planning? Key Findings of WealthCounsel’s Inaugural Estate Planning Awareness Survey.
Learn More