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Revocation of a Trust
Revocation of a Trust I, _____________ (“Grantor”), do hereby revoke the ______________(“Trust”). All assets remaining in the Trust shall be re-transferred to the Grantor. ______________________ Grantor ______________________ Acknowledged by Trustee Date: STATE OF __________________. COUNTY OF _________________. This instrument was acknowledged before me on this __ day of ________, 20__, by Grantor, _____________, as his/her […]
Continue reading...Letter Requesting Transfer to Trust
7. March 2009
Letter Requesting Transfer to Trust Dear Sir or Madam: This is to inform you that I intend to transfer the property described herein to ____________ (“Trust”). This Trust is a ___________________Trust. The undersigned is the Grantor and sole beneficiary. Please acknowledge receipt of this letter and confirm that the intended transfer will not cause any […]
Continue reading...Nominee Agreement
26. January 2009
Nominee Agreement This Agreement was made on ____________ between ___________ of ___________ (“Nominee”) and ________________ of ___________________ (the “Owner”). Whereas Owner is the sole beneficial owner of the land described in Exhibit 1 to this Agreement, including all buildings and other fixed improvements thereon and all interests therein and rights appurtenant thereto; AND it has […]
Continue reading...Trust Declaration, Stocks
26. December 2008
Trust Declaration, Stocks This Trust Declaration made as of ____________ (Date), by and between ___________ (“Trustee”) and ________________________ (“Beneficiary”). Whereas the Trustee is the registered owner of ___________ shares (“Shares”) of the corporation (“Corporation”); and the Shares are to be held by the Trustee as trustee and nominee for the Beneficiary; Therefore this Declaration of […]
Continue reading...Charitable Trust
14. December 2008
Charitable Trust The purpose for creating this trust is to promote ________________________________ I, ___________, trustor, create a trust fund of the property listed in Schedule A attached and incorporated by this reference, which I have delivered today to ____________. I hereby give, transfer, and deliver the property described in Schedule A to the trustees in […]
Continue reading...Living Trust
14. December 2008
Living Trust This Living Trust Agreement (“Agreement”), dated ____________, between __________ (“Grantor” or “Beneficiary”) of _________________ and _______________ (“Trustee”). In consideration of the mutual covenants and promises set forth in this Agreement, Grantor and Trustee agree as follows: 1. PURPOSE. The purpose of this Agreement is to establish a Trust to receive and manage assets […]
Continue reading...Charitable Remainder Trust
14. December 2008
Charitable Remainder Trust ______________________________, referred to as the DONOR, herewith establishes a charitable remainder unitrust, within the meaning of Rev. Pro. 89-20 and section 664(d)(2) of the Internal Revenue Code, and hereby creates the ______________________________ Charitable Remainder Unitrust; and designates _________________________ to act as the INITIAL TRUSTEE. The DONOR transfers to the INITIAL TRUSTEE the […]
Continue reading...Trustee Resignation
25. November 2008
Trustee Resignation I, __________________, Trustee of __________________________________ do hereby resign on _______________ (Date) all of my Trustee responsibilities, rights, title, and any other interest whatsoever I may have or had in this trust or trusts. Before resigning, I appoint __________________________________________ (Name and address) as the successor Trustee. In witness thereof, I hereby sign my Resignation […]
Continue reading...College Education Trust
19. November 2008
College Education Trust This College Education Trust Agreement (“Agreement” or “Trust”) is made effective as of ______________, between __________________, residing at ________________ (“Grantor”) and (“Trustee”). This Trust shall be known as the ________________ College Education Trust, dated ______________. In consideration of the mutual covenants and promises set forth in this Agreement, the Grantor and the […]
Continue reading...Bill of Transfer to a Trust
11. November 2008
Bill of Transfer to a Trust I, ________________ (“Grantor”), and my spouse, ______________, hereby sell, transfer, and assign to the Trustee of the ____________ (“Trust”), all of our right, title and interest in the assets(s) described on the attached Schedule A. __________________ Grantor __________________ Grantor Spouse Date: Bill of Transfer to a Trust Review List […]
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21. March 2009
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