Letter to Client: Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner | Practical Law

Letter to Client: Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner | Practical Law

A letter for a married or unmarried couple with children enclosing draft estate planning documents including wills with a testamentary pot trust for children followed by continuing separate share trusts for children, powers of attorney, and advance health care directives. This letter is intended to be customized for use in any US jurisdiction, explains the most important provisions of each document, and can be expanded on as counsel deem necessary. This letter has integrated notes with important explanations and drafting tips.

Letter to Client: Drafts of Wills with Pot Trust for Children for Individual with Spouse or Partner

by Practical Law Trusts & Estates
MaintainedUSA (National/Federal)
A letter for a married or unmarried couple with children enclosing draft estate planning documents including wills with a testamentary pot trust for children followed by continuing separate share trusts for children, powers of attorney, and advance health care directives. This letter is intended to be customized for use in any US jurisdiction, explains the most important provisions of each document, and can be expanded on as counsel deem necessary. This letter has integrated notes with important explanations and drafting tips.