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NORTHERN TRUST PROFESSIONAL ADVISOR SERIES Long-Term Trust Design: Drafting for the Long Haul May 2, 2012, R. Hugh Magill Executive Vice President (312) 630-8157 rhm1 ntrs.com Tami F. Concetta Senior

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How to fill out long-term trust design drafting

To fill out long-term trust design drafting, follow these steps:

01

Begin by gathering all necessary information, such as the names and contact details of all involved parties, including the grantor, trustee, and beneficiaries.

02

Identify the purpose and goals of the trust, including any specific instructions or conditions that should be included in the trust document.

03

Determine the assets that will be included in the trust, such as real estate, investments, or personal property. Make a comprehensive list of these assets and include relevant details.

04

Specify the distribution of assets and income, outlining how they should be managed and allocated among the beneficiaries.

05

Consider any potential tax implications and work with a financial advisor or tax professional to ensure compliance with relevant laws and regulations.

06

Address any contingencies or special circumstances that may arise, such as the appointment of successor trustees or the creation of contingent beneficiaries.

07

Review and revise the trust document as necessary, ensuring its accuracy and clarity.

08

Execute the trust document by signing it in the presence of a notary public or other authorized individuals as required by law.

Overall, long-term trust design drafting is typically needed by individuals or families who wish to establish a legally binding arrangement to protect and manage their assets for future generations. It can be especially beneficial for those with significant assets, complex financial situations, or specific goals in mind. Consulting with an experienced estate planning attorney can provide valuable guidance throughout the process.

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