§ 31:17. One-grantor irrevocable trust—With withdrawal rights—Previously issued life insurance policy to be transferred to trustee—Trust for benefit of grantor's descendants (and optionally grantor's spouse) during life of grantor—Upon death of grantor, (1) if spouse survives, contingent marital trust operates as to any portion of trust estate included in gross estate of grantor and (2) remainder of trust estate to spouse's trust if grantor's spouse survives, otherwise distributed to, or held in trust for the benefit of, grantor's descendants (optional family trust and optional children's trusts)—Summary of trust agreement | Secondary Sources | Westlaw

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§ 31:17. One-grantor irrevocable trust—With withdrawal rights—Previously issued life insurance policy to be transferred to trustee—Trust for benefit of grantor's descendants (and optionally grantor's spouse) during life of grantor—Upon death of grantor, (1) if spouse survives, contingent marital trust operates as to any portion of trust estate included in gross estate of grantor and (2) remainder of trust estate to spouse's trust if grantor's spouse survives, otherwise distributed to, or held in trust for the benefit of, grantor's descendants (optional family trust and optional children's trusts)—Summary of trust agreement

11D TXFORMS § 31:17Donald J. Malouf , Henry J. Lischer, Jr., Alex E. NakosWest's Texas Forms (Approx. 15 pages)

§ 31:17. One-grantor irrevocable trust—With withdrawal rights—Previously issued life insurance policy to be transferred to trustee—Trust for benefit of grantor's descendants (and optionally grantor's spouse) during life of grantor—Upon death of grantor, (1) if spouse survives, contingent marital trust operates as to any portion of trust estate included in gross estate of grantor and (2) remainder of trust estate to spouse's trust if grantor's spouse survives, otherwise distributed to, or held in trust for the benefit of, grantor's descendants (optional family trust and optional children's trusts)—Summary of trust agreement

11D TXFORMS § 31:17Donald J. Malouf , Henry J. Lischer, Jr., Alex E. NakosWest's Texas Forms (Approx. 15 pages)

11D West's Tex. Forms, Estate Planning § 31:17 (4th ed.)

West's Texas Forms

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May 2023 Update

Estate Planning

Donald J. Malouf, Henry J. Lischer, Jr., Alex E. Nakos

Part IX. Irrevocable Inter Vivos Transfer Documents

Chapter 31. Irrevocable Inter Vivos Trusts

II. Forms

A. Trust Agreements

§ 31:17. One-grantor irrevocable trust—With withdrawal rights—Previously issued life insurance policy to be transferred to trustee—Trust for benefit of grantor's descendants (and optionally grantor's spouse) during life of grantor—Upon death of grantor, (1) if spouse survives, contingent marital trust operates as to any portion of trust estate included in gross estate of grantor and (2) remainder of trust estate to spouse's trust if grantor's spouse survives, otherwise distributed to, or held in trust for the benefit of, grantor's descendants (optional family trust and optional children's trusts)—Summary of trust agreement

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