Joint Irrevocable Trust
Please note a new ruling by the IRS states that property held in an irrevocable trust that is not included in the taxable estate at death will not receive a step-up in basis any longer.
This package is designed for two married individuals who wish to establish an Irrevocable Trust. It’s important to note that the distribution details must be specified in the form. The package includes the Living Trust, Schedule A, an Affidavit Regarding Powers of Trustee, and Deputy Trustee forms.
Our Essential Package is a comprehensive solution that includes all necessary forms. It also provides options for two grantors, two trustees, appointing a single successor trustee and a single alternate successor trustee. This package comes with standard typefaces, ensuring clarity and simplicity in all your documentation.
For those with more complex requirements, we offer our Premium Package. This package is specifically designed to accommodate non-standard needs, such as more than two grantors and trustees, and multiple successor trustees. To enhance readability and ensure your documents meet the highest standards, this package also includes court-approved premium typefaces.
Please note a new ruling by the IRS states that property held in an irrevocable trust that is not included in the taxable estate at death will not receive a step-up in basis any longer.
This package is designed for two married individuals who wish to establish an Irrevocable Trust. It’s important to note that the distribution details must be specified in the form. The package includes the Living Trust, Schedule A, an Affidavit Regarding Powers of Trustee, and Deputy Trustee forms.
Our Essential Package is a comprehensive solution that includes all necessary forms. It also provides options for two grantors, two trustees, appointing a single successor trustee and a single alternate successor trustee. This package comes with standard typefaces, ensuring clarity and simplicity in all your documentation.
For those with more complex requirements, we offer our Premium Package. This package is specifically designed to accommodate non-standard needs, such as more than two grantors and trustees, and multiple successor trustees. To enhance readability and ensure your documents meet the highest standards, this package also includes court-approved premium typefaces.
Please note a new ruling by the IRS states that property held in an irrevocable trust that is not included in the taxable estate at death will not receive a step-up in basis any longer.
This package is designed for two married individuals who wish to establish an Irrevocable Trust. It’s important to note that the distribution details must be specified in the form. The package includes the Living Trust, Schedule A, an Affidavit Regarding Powers of Trustee, and Deputy Trustee forms.
Our Essential Package is a comprehensive solution that includes all necessary forms. It also provides options for two grantors, two trustees, appointing a single successor trustee and a single alternate successor trustee. This package comes with standard typefaces, ensuring clarity and simplicity in all your documentation.
For those with more complex requirements, we offer our Premium Package. This package is specifically designed to accommodate non-standard needs, such as more than two grantors and trustees, and multiple successor trustees. To enhance readability and ensure your documents meet the highest standards, this package also includes court-approved premium typefaces.