Support

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.

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…

There are two different flavors of contingent marital deduction gift that can be added to an Irrevocable Trust.

InterActive Legal announces the release of Interim Content Update Version 0043.2 of InterActive LegalSuite. This release will be delivered by the automatic update feature of the InterActive LegalSuite framework.

The red codes at the end of sentences/paragraphs are called Object Tags.

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.

There are three ways to print the interview.

You can find a Miller Trust in the Elder Law Practice System.

Every Revocable Trust interview will contain questions related to estate tax planning options (on the interview screen called “Tax Planning”).

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…