I checked that a spouse was not a U.S. Citizen and was a Mexican citizen. The software did not…
The QDOT in the program is automatic if you select a QTIP marital trust residuary disposition for a spouse who is not a U.S. Citizen.
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Legal Content
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.
How do I include a class gift to nieces and nephews under the Joint Revocable Trust document?
In the Joint Revocable Trust, the only option at the moment will be to leave the property to the grantors' descendants, and then edit from there.
In the engagement letter, do you have a termination of representation clause?
We don’t have a termination of representation clause in our engagement letter at this time, but it is something we may consider.
Does ILS have any language for the disposition of intellectual property rights, in particular,…
If you choose a Literary Trustee, there are specific trustee powers that might be close to what you are looking for, but apart from that, we don't have specific language in the program.
Where can I find a stand alone disclaimer form for a primary beneficiary to disclaim in a BDIT/678…
We do not have that document separately, however, it can be generated in a Irrevocable Trust, if desired.
I removed an unconditional gift of specific jewelry items and it is still staying in the document.…
You have to actually remove the gift itself (not simply change the number of gifts from 1 to zero).
Does the provision called “Disclaimer or Renunciation” in the Article termed…
The Disclaimer or Renunciation paragraph is intended to apply to any gift to the grantor of the trust, but only if there is no executor otherwise appointed.
Do you have any life estate language for a Will?
We do not have any language in the program currently that provides for use of property during life, or a life estate.
Do you have Trustee Acceptance, Resignation, or Declination to Serve Forms? Same question forms for…
We don’t have those forms in the system, and in our experience they are very short documents (i.e., I hereby accept/decline my appointment as trustee of the X Trust dated _____, 2021). The documents can vary based on the trust to which they…
Where do I add the disinterested trustee who only acts if they want to distribute beyond HEMS?
Drafters approach this in different ways.
