Health and Education Exclusion Trust (HEET)
We do not currently have a HEET Trust template in any of our drafting systems, but it is something we may be adding as a future enhancement.
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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.
Can you explain why this paragraph is an option? It seems the trustee could re-write the…
Our content attorneys believe this provision is included due to the various types of things that can constitute a “contest” under the clause, but might not be things that should cause a beneficiary to lose his inheritance under the…
Contingent Marital Trust- Explain the difference between the two provisions as below?
There are two different flavors of contingent marital deduction gift that can be added to an Irrevocable Trust.
Trustee Levels Troubleshooting
The issue is that the number of trustees at any level you decide to disable must be changed to zero before you “hide” the unnecessary level.
Print Document Interview
There are three ways to print the interview.
Miller Trust
You can find a Miller Trust in the Elder Law Practice System.
Nontaxable revocable trust using the “comprehensive” and “essential” templates and…
Every Revocable Trust interview will contain questions related to estate tax planning options (on the interview screen called “Tax Planning”).
Do you have a special distribution trustee?
If you choose the option to name "special function trustees," you can designate a slate of "distribution trustees" to handle distributions, while appointing general trustees to manage everything else.
Are there specific provisions that address copyrights, trademarks, and patents in the Wills?
We do not have any specific provisions at this time about copyrights, trademarks, and patents. We feel that our current fiduciary powers provisions give an executor or trustee sufficient authority to deal with those assets, and have not yet…
Spouse Seeks to Update Estate Plan Following Client’s Passing
The answer depends if you have a blended family or a non-blended family, however, our content team thinks the "best practice" – and as a way to be completely certain that there are no references to a spouse at all or anything lingering from…
