Single 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.
Our trust package tailored for an individual - whether single or married - who is looking to establish an Irrevocable Trust. Please note that the distribution details will need to be outlined in the provided form. This package includes the Trust, Schedule A, an Affidavit for Powers of Trustee, and Deputy Trustee forms.
Our Essential Package is a comprehensive solution that includes all necessary forms. It also provides options for one grantor, one trustee, 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 multiple 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.
Our trust package tailored for an individual - whether single or married - who is looking to establish an Irrevocable Trust. Please note that the distribution details will need to be outlined in the provided form. This package includes the Trust, Schedule A, an Affidavit for Powers of Trustee, and Deputy Trustee forms.
Our Essential Package is a comprehensive solution that includes all necessary forms. It also provides options for one grantor, one trustee, 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 multiple 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.
Our trust package tailored for an individual - whether single or married - who is looking to establish an Irrevocable Trust. Please note that the distribution details will need to be outlined in the provided form. This package includes the Trust, Schedule A, an Affidavit for Powers of Trustee, and Deputy Trustee forms.
Our Essential Package is a comprehensive solution that includes all necessary forms. It also provides options for one grantor, one trustee, 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 multiple 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.