Estate Planning Questionnaires/Worksheets For Estate Planning Clients:Estate Planning Questionnaire – MARRIED coupleEstate Planning Questionnaire – SINGLE personEstate Planning Information Memos:Revocable Trusts v. Wills in California (PDF)Funding Revocable Trusts (PDF)Duties of Trustee (Fiduciary Duties) (PDF)Transfer Tax System–Estate and Gift Tax (PDF)Life Insurance Trusts (ILIT) (PDF)Private Charitable Foundations (PDF)Gifts to Minors (PDF)Family Limited Partnerships (PDF)Charitable Remainder Trusts (PDF)Sale to Intentionally Defective Grantor Trust (PDF)Qualified Personal Residence Trusts (QPRT) (PDF)
