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Trusts And Estates

Plugin: us-trusts-and-estates Version: License: Apache-2.0 Skills: 26

Skills

United States flagUnited States · trusts-and-estates

Revocable Living Trust

Drafts revocable living trust documents with declaration of trust, funding schedules, trustee succession, beneficiary designations, and administrativ…

CaseMark
United States flagUnited States · trusts-and-estates

Third-Party Special Needs Trust

Drafts irrevocable third-party Special Needs Trusts funded by parents, grandparents, or other non-beneficiary parties to supplement government benefi…

CaseMark

trusts-and-estates legal skills for United States

American trusts and estates practice is governed by a patchwork of state law — the Uniform Trust Code has been enacted in most but not all states, community property rules reshape spousal transfers in nine jurisdictions, and federal estate and gift tax thresholds set by the Internal Revenue Code sit above everything, with the exemption made permanent at a higher level by the 2025 One Big Beautiful Bill Act. The trusts and estates legal skills for the United States in the ThomasMore catalog are built for that layered environment, covering will and trust drafting, beneficiary designations, generation-skipping transfer tax analysis, probate filings, and fiduciary administration. Each skill is agent-ready, running over MCP or available as a download, so it slots into document-assembly workflows, client-intake pipelines, or transactional due diligence on inherited assets.

Practitioners advising high-net-worth families, family offices, or individual executors will find capabilities tuned to the specific intersection of federal transfer taxes and state-level probate and trust codes — including community property and elective-share mechanics that a generic tool would flatten into irrelevance. Authors maintain these skills as Treasury regulations, IRS guidance, and state uniform-law adoptions develop. Filter by state, license, or author to match the exact jurisdiction and matter type your client's estate demands.