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