Experience the Right Partnership

Will & Trust Forms

 

Introduction to Will & Trust Forms

This Introduction to Northern Trust Will & Trust forms includes important information concerning the forms including newly updated bypass formula language.
 

Trust Form 201

Revocable Trust Agreement for one settlor - Fractional Share Marital.
 

Will Form 101

Will Form 101 for Fractional Share Marital Trust.
 

Delaware Trust Forms

The Northern Trust Company of Delaware provisions for Delaware Trusts.
 

Nevada Trust Form

The Northern Trust Company of Nevada provisions for Nevada Trusts
 

Portability

Language for a will or a trust to accommodate portability authority.
 

Wealth Advisor Insights

 

Religion and Estate Planning

A Guide for Your Practice
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Inbound Wealth Planning for the Global Family

Inbound Wealth Planning for the Global Family
Learn tax considerations that impact families immigrating to/from the United States, an examination of citizenship as it impacts wealth planning.
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Responsible Investing for the Modern Fiduciary

Responsible investing for the modern fiduciary

Learn about the importance of aligning goals, duties, investment and impact.

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Transitioning Out of a Private Foundation

Transitioning Out of a Private Foundation

Share planning considerations with clients before deciding to dissolve this popular charitable giving vehicle.

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Cross Border Trusts

Our expert provides tips to address the challenges of effective cross-border trust design and administration.
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New & Noteworthy

 

Proposed Regulations Impacting Family Entities

"The times they are a-changin’."

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Wealth Planning Tip: The Power of Early

Gifting early over the years can be of long-term benefit in optimizing the power of annual gifts.

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Allocating Fiduciary Responsibility

Sole, shared ... or split?
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Allowing Greater Flexibility in Trust Administration and Investment Management

Effective October 1, 2015, several new provisions have been added to Nevada's trust laws, with existing laws expanded.
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Obergefell v. Hodges Impact on Same-Sex Relationship Recognition

Planning Considerations for Both Married and Unmarried Same-Sex Couples.
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Fiscal Year 2016 Budget and Greenbook

On February 2, the Administration released the “Fiscal Year 2016 Budget of the U.S. Government” (FY 2016 Budget), accompanied by the Treasury Department’s “General Explanations of the Administration’s Fiscal Year 2016 Revenue Proposals,” the so-called “Greenbook.”
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Labor Law Changes for Home Care Workers

On January 1, 2015, new regulations took effect from the Department of Labor’s Wage and Hour Division regarding the application of the Fair Labor Standards Act (FLSA) to home care workers.
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Tax Increase Prevention Act of 2014

The Tax Increase Prevention Act of 2014 was signed into law December 19, 2014. This legislation may have an impact on wealth planning.
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Final Treasury Regulations on Code Section 67 (e)

The scope of estates' and trusts’ miscellaneous itemized deductions not subject to the 2% floor.
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Wealth Magazine

View the latest edition of Wealth Magazine

Read the latest issue of Wealth Magazine online. Now optimized for all devices including smartphones and tablets.

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Private Passport Advisor

With your clients' permission, you can view all of their accounts using a single ID and password.
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