LAW OFFICES OF ROZSA GYENE
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    • Individual
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  • About Us
  • SCHEDULER
  • Newsletter
  • Probate Administration
  • Estate Planning
    • Individual
    • Married
  • Online Services
  • Special needs Trust
  • Irrevocable Life Insurance Trust
  • Conservatorship and Guardianship
  • Offshore Asset Protection
  • Trust Administration
  • About Us
  • SCHEDULER
  • Newsletter
    TELL US ABOUT YOUR SPOUSE AND/OR  CHILDREN
    Name of your spouse (if applicable)
    Name of your children
    ​1st child
    2nd child
    3rd child
    4th child
    5th child
    What is your address? 
    DISTRIBUTION: In this section you will name your beneficiaries (family, friends, charity) who will receive the trust property once you pass away.
    SPECIFIC DISTRIBUTION: Please fill this section out if you want your beneficiary(ies) to receive a specific item. (eg. real property, bank account, stocks, etc. If you are doing distribution based on percentage and no specific items, leave this section blank.
    eg., address of real property, bank account number, investment account number
    eg., address of real property, bank account number, investment account number.
    eg., address of real property, bank account number, investment account number
    eg., address of real property, bank account number, investment account number
    DISTRIBUTION OF YOUR REMAINING TRUST ESTATE: If you did specific distribution, this is what is left over in your estate. If you didn't do specific distribution this is your whole estate. It is best to do a percentage or a fraction. Please make sure it adds up to 100%.
    Please put percentage or fraction.
    Please put percentage or fraction
    Please put percentage or fraction
    Please put percentage or fraction
    Please put percentage or fraction
    SPECIFY HOW THE ABOVE DISTRIBUTIONS ARE TO TAKE PLACE: for immediate distribution the minimum age is 18. 
    Please put the desired age
    or  periodic distribution at the ages specified below
    • IF THIS BENEFICIARY PREDECEASES YOU, HIS/HER SHARE IS TO BE
    • IF ALL OF THE ABOVE BENEFICIARIES AND THEIR CHILDREN PREDECEASE YOU: 
    INITIAL TRUSTEE: If this is  an individual trust, you should be the initial trustee, if it is a married trust, you and your  spouse should be the initial trustee. Please check the appropriate box. ​
    SUCCESSOR TRUSTEE(S) The successor trustee is the person(s) who assumes control over your property after you die and distributes your property to your beneficiaries. 
    Choose if you want your trustees to serve in order or together. (Co-Trustees)
    PERSONAL REPRESENTATIVE(S)/EXECUTORS ; List the Executors for your Pour-Over will in order of preference. If you have inadvertendly left assets outside of your trust, the Executor will administer your probate estate for the forgotten item. 
    FINANCIAL POWER OF ATTORNEY: Power of Attorney grants another person, designated your attorney-in-fact, the authority to act on your behalf.
    THIS FINANCIAL POWER OF ATTORNEY SHALL BE EFFECTIVE: ​
    THIS FINANCIAL POWER OF ATTORNEY SHALL BE EFFECTIVE: 
    ADVANCED HEALTH CARE DIRECTIVE: This person will make medical decisions for you in the event you are unable to make it yourself. (Note: the primary is usually the spouse)
    THE ADVANCED HEALTH CARE DIRECTIVE SHALL BE EFFECTIVE: ​
    DO YOU WISH TO MAKE ANATOMICAL GIFTS?
    THE ADVANCED HEALTH CARE DIRECTIVE SHALL BE EFFECTIVE: 
    DO YOU WISH TO MAKE ANATOMICAL GIFTS?
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