1 — Introduction to Form Book and Annotation of Model Form

2 — A Note on Formula Planning and the Impact of the Economic Growth and Tax Relief Reconciliation Act of 2001
Contains numerous alternative provisions to deal with specific planning strategies under EGTRRA

3 — Revocable Trusts for Married Clients with No GST Planning
Revocable Trust with QTIP Marital Trust
Revocable Trust with General Power of Appointment Marital Trust
Revocable Trust with Outright Marital Gift
Revocable Trust with Unitrust QTIP Marital Trust
Revocable Trust with Outright Gifts to All Beneficiaries
Revocable Trust with Contingent Trust for Underage Children
Revocable Trust with Disclaimer Provisions
Revocable Trust for IRAs
Nontaxable Joint Tenancy Revocable Trust

4 — Revocable Trusts for Unmarried Clients with No GST Planning
Revocable Trust with Outright Gifts to All Beneficiaries
Revocable Trust with Contingent Trust for Underage Children

5 — Pourover Wills
Pourover Will (Married Client)
Pourover Will (Unmarried Client)

6 — Wills for Married Clients with No GST Planning
Will with QTIP Marital Trust
Will with General Power of Appointment Marital Trust
Will with Outright Marital Gift
Will with Outright Gifts to All Beneficiaries
Will with Contingent Trust for Underage Children
Will with Disclaimer Provisions

7 — Wills for Unmarried Clients with No GST Planning
Will with Outright Gifts to All Beneficiaries
Will with Contingent Trust for Underage Children

8 — Wills and Revocable Trusts for Married Clients with Generation-Skipping Trusts
Revocable Trust with Three Trust GST Plan (No Estate Tax Incurred at First Spouse's Death)
Will with Three Trust GST Plan (No Estate Tax Incurred at First Spouse's Death)
Revocable Trust with Two Trust GST Plan (Estate Tax Incurred at First Spouse's Death)
Will with Two Trust GST Plan (Estate Tax Incurred at First Spouse's Death)

9 — Wills and Revocable Trusts for Unmarried Clients with Generation-Skipping Trusts
Revocable Trust with GST Plan
Will with GST Plan

10 — Irrevocable Generation-Skipping Trusts
Lifetime GST Trust for Children's Generation
Lifetime GST Trust in Perpetuity

11 — Irrevocable Insurance Trusts
Simplified Insurance Trust for Married Person
Insurance Trust for Married Person (No GST Planning)
Insurance Trust for Unmarried Person (No GST Planning)
GST-Exempt Insurance Trust for Married Person
Insurance Trust for Second-To-Die Policies (No GST Planning)
GST-Exempt Insurance Trust for Second-To-Die Policies
Crummey Notice to Spouse
Crummey Notice to Child (Client's Irrevocable Insurance Trust)

12 — Irrevocable Non-Charitable Lifetime Gift Trusts
Section 2503(c) Minor's Trust
Single Beneficiary Crummey Trust for Child
Single Beneficiary Crummey Trust for Grandchild
Section 2503(c)/Crummey Trust
Tuition Trust for Grandchildren
Special Needs Trust
Grantor Irrevocable Trust (No GST Planning)
Grantor Irrevocable Trust (GST)

13 — Grantor Retained Interest Trusts
Qualified Personal Residence Trust
Grantor Retained Annuity Trust
Lifetime QTIP Trust
Private Annuity Agreement

14 — Charitable Trusts
Charitable Remainder Annuity Trust
Charitable Remainder Unitrust
Net Income Make-Up Unitrust
Grantor Lead Trust
Non-Grantor Lead Trust
Perpetual Charitable Trust

15 — Noncitizen Spouse
Testamentary Qualified Domestic Trust
Qualified Domestic Trust Created by Surviving Spouse

16 — S Corporation Trusts

17 — Premarital Agreements
Premarital Agreement Disclosure
Premarital Agreement

18 — Power of Attorney and Guardianship
Power of Attorney for Property
Designation of Standby Guardian of a Minor
Appointment of Short-Term Guardian of a Minor
Designation of Standby Guardian of a Disabled Adult
Appointment of Short-Term Guardian of a Disabled Adult

19 — Illinois Health Care Directives
Power of Attorney for Health Care
Living Will
Direction To Make An Anatomical Gift
Direction That No Anatomical Gift Be Made
Authorization for Use and Release of Medical Information
Declaration for Mental Health Treatment
Do Not Resuscitate (DNR) Order

Table of Cases

Table of Statutes and Other Authorities

Index

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