Trusts & Estates
download
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
download
Trusts & Estates
How to Find Success as an Elder Law Attorney
This download will break down how to build a thriving elder law practice
Learn More
download
Trusts & Estates
How to Talk to Clients about Proactive Planning
This download is one sample of the benefits we offer our members. Members even have a script to accompany this guide.
Learn More
download
Trusts & Estates
Why Medicaid Asset Protection Planning is a Win-Win for Your Elder Law Firm and Your Clients
This download includes a detailed 8-step process for providing initial long-term care evaluations to clients.
Learn More