YOUR PERSONAL INFORMATION

SPOUSE/DOMESTIC PARTNER INFORMATION

THIS UNIQUE TRUST IS AN ATTORNEY-PREPARED TRUST PROVIDED TO INDIVIDUAL CLIENTS TO ASSIST IN PLANNING FOR NFA FIREARMS ONLY. THIS TRUST DESIGN INTENTIONALLY PROVIDES ONLY A LIMITED NUMBER OF CUSTOMIZATIONS TO KEEP THE COST DOWN. DISCUSS CUSTOMIZATION SERVICES OR A TRUST UPGRADE WITH ONE OF OUR ATTORNEYS, ESPECIALLY IF YOU DESIRE A JOINT TRUST WITH A SPOUSE OR DOMESTIC PARTNER.

TRUST DESIGN

FAMILY INFORMATION

SUCCESSOR TRUSTEE INFORMATION

In the event of your death or incapacity, who would you want to take over managing your trust assets (much like an executor of a Will)?

REMAINDER BENEFICIARY WORKSHEET

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MUST BE COMPLETED

Remainder beneficiaries receive all assets that are left over after satisfaction of specific gifts.  If all Remainder beneficiaries are deceased, then trust assets are distributed by your estate plan.

NOTE:  IN THE ‘y OR n” COLUMN OF THE TABLE BELOW, If a beneficiary dies before you, “Y” MEANS SHARE GOES TO THE OTHER beneficiarIES; “N” MEANS share goES to the DECEASED beneficiarY’S DESCENDANTS, IF ANY.

MUST TOTAL 100%

#4:  REMOTE CONTINGENT BENEFICIARIARIES

If there are no Remainder Beneficiaries able or willing to accept trust property, your estate plan (Will or Trust) will control or, if you do not have one, your state laws of intestacy will control.