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List of Forms
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Table of Contents
-
List of Forms by Chapter - Chapter 1 — Introduction and Explanation of Common Provisions
- Chapter 2 — Insurance Trusts with No Hanging Powers
- I. [2.1] Form: Simplified Insurance Trust for Married Person (No Generation-Skipping Planning; Single Fund Trust)
- II. [2.2] Form: Simplified Insurance Trust for Married Person (No Generation-Skipping Planning; No Single Fund Trust)
- III. [2.3] Form: Simplified Insurance Trust for Unmarried Person (No Generation-Skipping Planning; Single Fund Trust)
- IV. [2.4] Form: Simplified Insurance Trust for Unmarried Person (No Generation-Skipping Planning; No Single Fund Trust)
- Chapter 3 — Insurance Trusts with Hanging Powers (No Generation-Skipping Planning)
- I. [3.1] Form: Insurance Trust for Married Person (No Generation-Skipping Planning; Single Fund Trust)
- II. [3.2] Form: Insurance Trust for Married Person (No Generation-Skipping Planning; No Single Fund Trust)
- III. [3.3] Form: Insurance Trust for Unmarried Person (No Generation-Skipping Planning; Single Fund Trust)
- IV. [3.4] Form: Insurance Trust for Unmarried Person (No Generation-Skipping Planning; No Single Fund Trust)
- V. [3.5] Form: Insurance Trust for Married Person with Second-To-Die Policy (No Generation-Skipping Planning; Single Fund Trust)
- VI. [3.6] Form: Insurance Trust for Married Person with Second-To-Die Policy (No Generation-Skipping Planning; No Single Fund Trust)
- Chapter 4 — Insurance Trusts with Generation-Skipping Planning
- I. [4.1] Form: Insurance Trust for Married Person (Generation-Skipping Planning; Single Fund Trust)
- II. [4.2] Form: Insurance Trust for Married Person (Generation-Skipping Planning; No Single Fund Trust)
- III. [4.3] Form: Insurance Trust for Unmarried Person (Generation-Skipping Planning; Single Fund Trust)
- IV. [4.4] Form: Insurance Trust for Unmarried Person (Generation-Skipping Planning; No Single Fund Trust)
- V. [4.5] Form: Insurance Trust for Married Person with Second-To-Die Policy (Generation-Skipping Planning; Single Fund Trust)
- VI. [4.6] Form: Insurance Trust for Married Person with Second-To-Die Policy (Generation-Skipping Planning; No Single Fund Trust)
Authors
- Robert E. Hamilton
Robert E. Hamilton
Robert E. Hamilton, former Chair of the IICLE® Board of Directors,is a Partner at Hamilton Thies & Lorch LLP, in Chicago, where he concentrates his practice in trusts and estates. He is a Fellow of the American College of Trust and Estate Counsel, a 2006 recipient of the Chicago Estate Planning Council’s Austin Fleming Distinguished Service Award, and a 2008 recipient of IICLE®’s Addis E. Hull Award for Excellence in Continuing Legal Education. Mr. Hamilton received his B.A. cum laude from the College of the Holy Cross and his J.D. from Georgetown University Law Center.
Estate Planning Forms and Commentary: Irrevocable Life Insurance Trusts (ARCHIVED 2017 EDITION)
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