UNITED STATES

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.

Use this template Business Trust Declaration and Agreement to set up a U.S. business trust to protect your assets and reduce taxes.

• The trustees will hold all property, income and profit of the business in trust for the beneficial shareholders.
• The trustees are authorized to sign documents, hold title to property, buy and sell property, conduct business, commence or defend litigation, adopt and enforce bylaws and regulations, and carry out other actions in the name of the Trust.
• Shareholders are not liable, and every obligation entered into by the trustees must stipulate in writing that the shareholders are not liable for any debt or liability incurred in connection with such obligation.
• Trustees are only liable for their own actions, and not for the actions of the other trustees. No trustee shall be personally liable for any act or duty carried out on behalf of the Trust.
• Available in MS Word format.
• Intended to be used only within the United States.

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.

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.

Draw up a Land Trust Agreement for land in Illinois with this downloadable template.

• A land trust is a method of real estate ownership in which a trustee holds legal title to the real estate.
• The trust's beneficiaries have full power to dispose of the property and complete control over its management.
• The beneficiaries' rights and powers pass to their executors upon their death, and do not form part of their estate.
• The beneficiaries have the right to revoke, alter or amend the trust agreement on written notice to the trustee.
• The beneficiaries are responsible for filing tax reports and paying all real estate taxes and charges on the property.
• Intended for use only in the State of Illinois.

Prepare an Irrevocable Trust Declaration to set up trusts for the benefit of a grantor's adult children with this template form for the USA.

• In the event of a beneficiary's death, the assets will be distributed per stirpes, but if the deceased beneficiary has no children, the share is distributed to the other beneficiaries.
• The net income will be distributed at the end of each calendar quarter. The body of the trust will be paid to the beneficiaries when they reach a specified age.
• The grantor cannot borrow any part of the trust property or income without adequate security and interest.
• The property or income of the trust cannot be sold for less than adequate compensation.
• This form is available in MS Word format. It can be easily customized to fit your circumstances.
• Governed by U.S. laws and intended for use only within the United States.

Terminate a trust and discharge the trustee with this Receipt for Trust Assets and Discharge of Trustee form for the USA.

• The beneficiaries of the trust must sign the form.
• The receipt portion of the form states that all of the trust property has been distributed to the beneficiaries.
• The trustee is discharged from his/her duties as trustee following the distribution.
• The form is available in MS Word format.
• Intended to be used only for trusts established in the United States.

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.

Terminate a living trust with this free Revocation Form for US-based trusts.

• This revocation form can only be used to collapse a revocable trust. By its very nature, an irrevocable trust cannot be revoked.
• The grantor (the person who set up the trust) has the authority to wind up the living trust.
• The grantor gives directions to the trustee to return all remaining trust property to the grantor.
• The trustee's appointment as trustee is revoked once the trust property has been returned.
• Available in MS Word format.

Place intellectual property in trust under the terms of this Trade Secret Deposit and Protection Agreement under US laws.

• Parties. The Agreement is between the owner of the trade secrets and a trustee who will hold the trade secrets in trust.
• Purpose of Trust. The owner deposits certain confidential business documentation with the trustee in order to maintain the audit trail documenting the ownership and creation dates of the trade secrets.
• Ownership. The ownership of all materials deposited with the trustee remains with the owner.
• Confidentiality. The trustee will keep the information confidential and will not disclose any of such information to third parties.
• Liability of Trustee. The trustee will not be liable for any damages. The owner indemnifies the trustee against liability or costs associated with its good faith actions under the agreement.
• Legal Costs. If the trustee is called upon to take part in any legal proceedings, the owner will pay all costs incurred by the trustee, and pay the trustee a per diem or per hour rate.
• Governing Law. This legal document template is governed by the laws of the United States.
• How to Obtain the Form. You can download the MS Word form immediately following purchase. The template is reusable and can be modified to meet your unique business needs.

Keep your assets out of probate when you die with this USA Declaration of Nominee Trust.

• A nominee trust is a trust created for the purpose of holding property on behalf of beneficiaries whose identities are kept secret.
• The trustee's sole duty is to hold the trust property and pay over any trust income to the beneficiaries. The trustee has no power to deal with the property except as directed by the beneficiaries.
• Unless terminated earlier by one or more beneficiaries, the trust will automatically terminate twenty years after its effective date.
• The trust will not be administered by any court.
• Any termination of the trust, amendments to the Trust Declaration, and any changes in trustees must be recorded in the county records.

It's never to early to start your estate planning. Buy the USA Declaration of Nominee Trust and get started on yours now.

Make a gift of real or personal property to a minor with this free Delivery & Receipt of Gift form under the Uniform Gifts to Minors Act (UGMA).

• The UGMA has been enacted in several states to allow assets to be held on behalf of a minor without the need to set up a special trust fund.
• The property is transferred to a custodian who will hold the property on behalf of the minor child.
• Download the form, fill it in and print it, ready for your signature.

The USA Delivery & Receipt of Gift to Minor form is a free download in MS Word format.

If you have property in other states that you want to place in trust, you need this USA Revocable Living Trust Agreement with a change of jurisdiction clause.

• This Trust Agreement allows the Trustee to move the trust property from one state to another if it will benefit the trust or any beneficiary with respect to taxes or any other reason.
• The Trustee will distribute the trust income as the grantors direct during their lifetime, and following their death, the trust estate is to be distributed to the beneficiaries specified by the grantors.
• The shares of minor beneficiaries are to be held in trust by the trustee and paid out to them when they reach a specific age.
• The share of any beneficiary who dies before receiving all of their share will be paid to any children of that beneficiary or, if there are no children, among the living descendants of the grantors, per stirpes.
• Any beneficiary or legal heir of the grantors who contests the terms of the trust is specifically disinherited by the grantors.
• The grantors may revoke the trust in whole or in part, or amend the Agreement at any time.

The USA Revocable Living Trust Agreement with Change of Jurisdiction Clause is ideal for anyone with out-of-state assets.

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.

Set up a voting trust in the USA with this Voting Trust Agreement for Shares, between several stockholders and a trustee.

• deposit of the stock certificates with the trustee,
• issuance of trust certificates to the stockholders,
• the trustee is granted voting privileges and exercise rights associated with the shares.