Product Description

The AdaptDocs Irrevocable Trust document templates include a wide-range of  trusts that are used in planning for individuals with special needs as well as more sophisticated planning.   These templates are designed to work either independently or in conjunction with the Wills and Trust template so that common information does not need to be reentered.

Trusts included in the Template Set:
  • Life Insurance Trusts (“ILIT’s), including a “SLAT”;
  • An Intentionally Defective Grantor Trust (“IDGT”);
  • Special Needs Trusts (1st person and 3rd party);
  • Educational, “Spendthrift” and Gift Trusts (including multiple beneficiary “Dynasty Trusts”);
  • Memorial/Endowment Trusts;
  • Qualified Personal Residence Trusts (“QPRT”);
  • Grantor Retained Annuity Trust (“GRAT”);
  • Charitable Remainder Trusts (“CRT’s”; both annuity and unitrust, including: net income with make-up; “flips”; and, successor income beneficiary provisions);
  • Charitable Remainder Lead Trust (“CLT”);
  • A Qualified Income Trust (an “income gap” trust also known as a “Miller Trust”)