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Forms 1- 20 of 235 Available for 'Trusts'

Revocable Living Trust (By-Pass Trust Form)  

Following my death, my Trustee shall collect all property distributable to my Trustee as a result of my death whether by will or otherwise. If, on the death of Grantor, Grantor is not survived by a spouse then all of Grantor's property shall be retained. Any residue of property not retained as hereinabove provided shall be distributed to Grantor's spouse upon the death of the Grantor.

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Living Trust - Revocable Trust  

I, the undersigned, _____, do hereby confer and bestow upon ___ (Hereinafter "Trustee"), the property as listed and set forth in Schedule A attached. I. The property shall be held, managed, invested and reinvested by the Trustee, and its successor or successors, with all the powers to the Trustee as herein provided. This Declaration of Trust is revocable and the Settlor retains the power to alter, amend or revoke this instrument either in wh

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Living Trust - Irrevocable Trust  

TRUST AGREEMENT made __ (Date), between __ (the "Grantor"), and ___ and ___ (the "Trustees"). The Grantor, desiring to create trusts for the benefit of his adult children and for other good and valuable consideration, irrevocably assigned to the Trustees the property described in attached Schedule A (the "Trust Property"), in trust, for the purposes and on the conditions hereinafter stated. (a) The Trustees shall

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Person to Act As Executor and Trustee  

PERSON TO ACT AS EXECUTOR AND TRUSTEE The following are additional instructions to be applied to the trust agreement established on ___ (Date) by ___, naming _______ as beneficiary: This being my last will and testament, I hereby designate __ of ________ (Address) to act as both executor and trustee of my estate.

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Declaration of Living Trust  

This declaration of trust is made on ____ (Date), by __ ____ ("Trustee") in favor of __ ____ ("Beneficiary"). ("Property") in trust solely for the benefit of said Beneficiary. from Beneficiary, in connection with holding said Property.

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Trust Establishment for Minor  

As codicil and amendment to my will, dated ____, and witnessed by ____, ___, and ____, I, ____ declare the following: Should my child, _____, or any other beneficiary named in my will, be a minor at the time of my death, my executor shall provide that my estate be held in trust to be distributed according to the following conditions:

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Life Insurance Trust  

Upon Grantor's death, the Trustee shall collect the proceeds of any insurance policies payable to the Trustee for the beneficiary. If any beneficiary hereunder has reached the age of _ (__) years prior to the death of the Grantor, then the Trustee shall distribute such beneficiary's pro share of the Trust property directly to such beneficiary. Any individual serving as Trustee may resign as Trustee hereunder by delivering a written resignation to his successor as Trustee and to ...

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Revocable Living Trust (Q-TIP Trust Form)  

Following my death, my Trustee shall collect all property distributable to my Trustee as a result of my death whether by will or otherwise. My Trustee shall pay out of principal those expenses connected with the administration of the trust fund (including but not limited to the attorney's fees and Trustee's commissions) incurred after my death. My Trustee shall set apart the property so disclaimed in a separate trust which shall in all other respects be identical to the trust under Section 4...

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Trustee's Resignation-Letter  

TRUSTEE'S RESIGNATION-LETTER Re: Trust created by _____ on __ (Date) I, ______, am writing to inform you that on ___, I will cease to serve as trustee and shall stop performing all duties and responsibilities undertaken as trustee of the above-described trust.

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Executor Designation of Trustee  

The following are additional instructions to be applied to the trust agreement established on ___ (Date) by ___, naming ___ as beneficiary: I hereby direct that within _ months of my death, my appointed executor ____, shall subsequently designate _____ (Person, Corporation, or Otherwise) to be trustee by the power of this will.

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Irrevocable Living Trust - Retained Income  

(C) On the death of the donor prior to 20 years, the entire principal of the trust shall be paid and distributed to the estate of the donor. (2) Net income not required to be paid or distributed from any trust created by this article may be added to any subsequent income payment from the trust. Until distributed, accumulated income shall be regarded for all purposes under this trust as corpus of the respective trusts created by this Article.

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Approval from Spouse for Living Trust  

APPROVAL FROM SPOUSE FOR LIVING TRUST Regarding the trust established by my spouse, ___, naming ____ as beneficiary, I give my consent to all terms set forth in the agreement, and furthermore release all rights to the property that shall be taken into trust, described as follows: _____ ________ Signature Date

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Trust Joint Administrators  

The following are additional instructions to be applied to the trust agreement established on _ (Date), by _____, naming _____ as beneficiary: Designated by the Trustor, ______ (Name) of _______ and _____ (Name) of ...

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Irrevocable Living Trust - Annuity  

This trust has been created by the Donor for the primary benefit of the Donor and the Donors issue. The Trustees may in their absolute discretion require that distributions to the Donor be made subject to written acknowledgment and acceptance of these conditions. (D) Net income not paid or distributed from any trust created by this Article may be added to any subsequent income payment from the trust.

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Life Insurance Trust-Irrevocable  

Upon Grantor's death, the Trustee shall collect the proceeds of any insurance policies payable to the Trustee for the beneficiary. If any beneficiary hereunder has reached the age of years prior to the death of the Grantor, then the Trustee shall distribute such beneficiary's pro rata share of the Trust property directly to such beneficiary. Any individual serving as Trustee may resign as Trustee hereunder by delivering a written resignation to his successor as Trustee and to Grantor, if ...

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Declaration of Nominee Trust  

The term "Trustee" wherever used herein shall mean the Trustee or Trustees named herein and such person or persons who hereafter are serving as Trustee or Trustees hereunder, and the rights, powers, authority and privileges granted hereunder to the Trustee shall be exercised by such person or persons subject to the provisions hereof. 3. POWERS OF THE TRUSTEE: The Trustee shall have no power to deal in or with the Trust Estate except as directed by the beneficiaries. 5. RESIGNATION AND

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Trustee Appointment  

It is hereby declared that as Testator, ____ nominates _____ (Name), of _____ (Address), as trustee of this trust. __ is therefore granted in trust, the assets proclaimed in the attached Section _. These assets are to be trust property which is to be retained, applied and disbursed in the manner defined in Section _.

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Living Trust - Charitable Remainder Unitrust  

The unitrust amount shall be paid in _ equal installments from Trust income and, to the extent income is not sufficient, from principal. Trust income for a taxable year in excess of the unitrust amount shall be added to principal. In determining the unitrust amount my Trustee shall pro-rate this amount on a daily basis for any short taxable year of this trust including the taxable year of the recipient's death.

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Note of Trust's Indebtedness  

This certifies that the trust established under a trust agreement between __ (Name Of Trustor) as trustor and _ (Name of Trustee) as trustee on ___ (Date) is indebted to __ (Name of Payee) for ___ Dollars ($_), to be paid solely out of the principal of the trust estate on its termination with interest at the rate of _ percent (_%) per year, payable in _ (Quarterly, or as the Case May Be) installments. This ...

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Living Trust - Charitable Reminder Annunity  

The annuity amount shall be paid in __ equal installments from trust income and, to the extent income is not sufficient, from principal. Trust income for a taxable year in excess of the annuity amount shall be added to principal. My Trustee shall make distributions at such time and in such manner as not to subject this trust to tax under Section 4942 of the Internal Revenue Code.

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