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Gift-Giving Season – Drafting Specific Bequests in InterActive Legal

This presentation will cover drafting options for specific bequests (sometimes called “pre-residuary gifts”) in a Will, revocable trust or joint revocable trust, using your InterActive Legal drafting system.  We will discuss options for gifts of tangible personal property, including a memorandum approach (whether or not legally binding), general gifts, and specific gifts of particular items. Gifts of pets and the creation of pet trusts will also be covered. In the cash gifts area, we will examine how gifts of a pecuniary amount can be left outright or in trust, and how to make gifts that occur only after both spouses have died.  Finally, we will cover different ways to make gifts of real estate and other assets. 

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