Is there is a two-grantor ING available?
We do not have an “ING” trust with two grantors available in the system.
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This section contains questions about drafting documents, including questions about options in document interviews, how to draft particular provisions or documents.
If you don’t find the answer to your question here, please email content@interactivelegal.com.
Trust Protector Power
In order for the Trust Protector Powers options to appear in the interview, , you will need to first give the Trust Protector the power to remove trustees. Otherwise, you are limited to custom-drafting the powers of the Trust Protector.
Where is the language that will allow a gift to irrevocable trust that would allow a single…
The reversionary disclaimer option should appear in the document interview for a comprehensive (not “essential”) Irrevocable Trust on the interview screen called “During Grantor’s Life.”
Client has a pre-nuptial agreement and is making no provisions for spouse. Do we treat client as…
Our content attorneys would set the client up as married, so that the document reflects the marriage, even if nothing is being left to the spouse.
I am not seeing a trust in the Firearms Trust Planning Practice System that allows for two grantors?
We do not have an option for creating a “joint” firearms trust; the trusts in our system are available only for one grantor.
Where can I access language requiring ADR (Alternative Dispute Resolution) for disputes relating to…
We do not have an "ADR" provision available in our trust documents or in testamentary trusts contained in Wills.
Where is the prompt which generates the income tax reimbursement clause in the comprehensive…
The text of that clause will vary based on your preferences and the option you choose (i.e., whether to allow or prohibit reimbursement).
Do you have a “Split Dollar Trust Agreement”?
You can prepare an irrevocable life insurance trust within the program to own the life insurance and be party to a split dollar agreement, but we do not have a document in the system for the split dollar agreement itself.
For descendant trusts, I have the option to select a right of withdrawal at certain age intervals,…
The default in the program is the “withdrawal” option, and after you set that up, you have the additional option to instead have mandatory distributions, rather than the default withdrawal.
I do not want to send the ancillary forms to the client yet. I only want to send the draft trust. I…
There are two different solutions you can try.
