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Charitable Trust Deed | USA
Set up an IRS-approved charitable trust with this template Charitable Trust Deed for US residents.
- The trust will be administered by a corporate trustee and one or more individual trustees.
- The trust property and income are to be used only for the charitable purposes stated in the Trust Deed and not to benefit any person or company.
- The trustees must make distributions in such a manner as not to subject the trust to any tax, and shall not engage in any self dealing as described in Section 4941 of the Internal Revenue Code.
- The trustees shall not retain any excess business holdings as defined in Section 4943 of the Code and shall not make any investments as defined in Section 4944 of the Code.
- The trustees must not make any taxable expenditure which would subject the Trust or any corporate trustee to tax under Section 4945 of the Code.
- This template is provided in MS Word format and is easy to use.
- Governed by American tax laws and intended for use only in the United States.
$12.49
California Revocable Living Trust Agreement
Protect your assets and avoid probate proceedings by placing your estate property into trust with this Revocable Living Trust Agreement for California residents.
- The trustee will pay the trust income to the settlor (maker of the trust), and such portion of the principal of the trust as the trustee sees fit for the medical care, maintenance and welfare of the settlor.
- If the settlor becomes unable to manage his/her affairs, the trustee may pay the trust income and principal to the settlor's spouse and/or children.
- The settlor may make changes to or revoke the Trust Agreement by written notice to the trustee.
- Upon the settlor's death, the remaining trust property is to be distributed to the beneficiaries in a manner set out in a schedule to the Agreement.
$17.99
Revocable Living Trust Deed for Family Trust | USA
Protect your assets and avoid probate proceedings by placing your estate property into a family trust with this USA Revocable Living Trust Deed.
- This Trust Deed sets up a family trust from which the grantor's spouse and children will be paid distributions of income and principal after the grantor's death.
- During the grantor's lifetime, the trustee will pay the income and principal of the trust to the grantor as the grantor directs, or failing any instructions, as the trustee sees fit.
- The grantor will act as the original trustee of the Trust.
- If the grantor becomes unable to manage his/her affairs, the trustee may pay the trust income and principal to the grantor's spouse and/or children.
- On the grantor's death, his/her tangible personal property is to pass to his/her spouse, or if the spouse has predeceased, in equal shares per stirpes to the children.
- The trust estate is protected against claims, encumbrances, pledge or seizure as the result of any act of a beneficiary.
- On the death or incompetency of the grantor, the grantor's spouse or, alternatively, a majority of the grantor's children have the power to remove the trustee and appoint a successor.
- Available in MS Word format.
- Intended to be used only in the United States.
$29.99
Amendment to Living Trust for Charitable Gift | USA
Amend your Revocable Living Trust to make a charitable gift with this downloadable template form for USA trusts.
- This Amendment lets you gift some of the trust property to a charity or non-profit organization.
- You can change the original Trust Agreement giving the trustee instructions to make the charitable gift.
- This template is only for trust agreements made in the United States.
- The form is provided in MS Word format and is easy to fill in and print.
$6.29 $5.99
USA Revocable Living Trust Declaration
Set up a living trust as part of your estate plan with this template USA Revocable Living Trust Declaration.
- Placing your property in a living trust during your lifetime automatically avoids probate, and ensures that when you die your estate will be distributed to your beneficiaries.
- The settlor's property is transferred to the trustee, who holds it in trust on behalf of the beneficiaries.
- After the settlor's death, the trustee will pay all of the estate expenses and then distribute the remainder of the trust proceeds to the beneficiaries.
- This is a revocable trust, which means it can be revoked in whole or in part at any time during your lifetime.
- It should be used in connection with a Pour Over Will.
- Also included is an Approval from Spouse form, which the settlor's spouse must sign to consent to the transfer and release all rights to the trust property.
$29.99
