Are there specific provisions/options to provide for professional trustee appointment on death of…
We do not have separate options for appointing a trustee after the death of a settlor.
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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.
Why do you say not to use supercharged option in lifetime qtip?
On the disclaimer provision, the disclaimer must be valid under state law, and most states require that it be filed in a particular court to meet that requirement.
Do you have the option to add a requirement that a married beneficiary enter into a pre-nuptial…
Yes, there is an option that allows a trustee to withhold distributions (or consider withholding them) if the beneficiary is married but does not have a marital property agreement.
Where is the spot in the interview for an Irrevocable Trust where the option exists for the…
You can find that option on the “Disposition after Grantor's death” screen and at the bottom “Tax Issues”.
Why do Crummeys prevent the disclaimer?
Crummey powers prevent the disclaimer because that would give the disclaiming party the ability to benefit from the disclaimed property prior to disclaiming (which would make the disclaimer not qualified).
How do I correctly create the nonreciprocal trust for the second spouse? Do I need to create a…
Yes, you would need to create a separate matter for the second spouse.
Do you have a “privacy trust” in the Revocable Trusts sections?
We do not have a specific document that is a “privacy trust” or that would have specific privacy provisions.
