Special Drafting Issues
Why are special clauses added to a Trust
or a Will?
There are a large number of special clauses that may be added to a Trust or to a Will. Special clauses are a response to your own personal, specific estate planning objectives. Below you will find just a sampling of a number of specific situations where special clauses may be used.
- Special Burial Instructions
Cremation
Specific cemetery
Specific instructions or funeral .
or memorial
- Continuing trust after your death
Beneficiaries with special needs Handling underage beneficiaries
Beneficiaries with substance abuse issues - Digital or electronic assets
- What state’s law governs the legal issues
- Whether a trust can be amended by an agent under a Power of Attorney
- Situs Will or Trust
- Penalty or disinheritance for Will or Trust challenge
- Agreement not to change Will, Trust or Estate Planning provision
- Adult adoption clause
- Class gift
- Cutout clause
- Special clauses for beneficiaries with special needs
- IRA provisions and clauses
- Per Stirpes
- Simultaneous death clauses
- Estate tax planning
- Portability clauses
- Credit Shelter Clauses
