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Estates, Gifts and Trusts: Forms

This guide will help students enrolled in Estate Planning, Gratuitous Transfers, Estate & Gift Tax, Topics in Florida Practice, and Introduction to Legal Research (JM) find estate planning, gratuitous transfers, and trust law resources.

Overview

Estate planning requires the drafting of complex documents to meet the needs of clients.  Many of these documents must contain certain elements in order to be effective.  Forms can help the practitioner design an estate plan that will meet the requirements of state and federal tax and estates and trusts laws.  The important thing to remember, however, is that a form is a starting point.  All forms must be adjusted to meet the precise circumstances of a particular client.

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