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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Frequently Asked Questions
Frequently Asked Questions (FAQs) describe several issues that subscribers might face. Choose a category to browse or search for answers to your questions.
If you don’t find the answer to your question in our FAQs, please choose from one of our other support options.
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.
What are the red codes appearing in my assembled document?
The red codes at the end of sentences/paragraphs are called Object Tags.
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”).
4 Trust Plan
In the 4-trust plan, GST planning is included, which involves keeping the GST exempt property in trust for as long as possible. So even if you send the residue to the descendants outright, the GST planning option will automatically create…
Comprehensive Revocable Trust- Trust for descendants, no tax planning
Comprehensive Revocable Trust- Trust for descendants, no tax planning drafting scenario.
