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The self-cancelling installment note (SCIN) is an installment sale with a unique feature to it: the note and any remaining balance is cancelled upon the death of the seller. In other words, the SCIN takes an installment sale with all its attendant benefits...

This form was originally published in California Trust Practice , Section 2.203 (LexisNexis Matthew Bender 2009). To order a copy of this or any other Matthew Bender publication, please visit our online Bookstore at . For those of you who are already...

Model Will Clauses Providing for Care of Cherished Pet FORM A: Outright disposition of pet I give my pet cat/dog/bird/other, named __________, to __________. If he/she predeceases me, or if he/she renounces this disposition because she/he is unwilling...

This form, prepared by the National Association of Insurance Commissioners, is intended for someone who is either in the market to buy long-term care insurance or an adult family member of such a person. It presumes that the “shopper” has...

A Model Pre-Need Funeral Contract NON-BINDING ESTIMATE ONLY □ If this box is checked and initialed by the buyer, then this document has been provided as an estimate ONLY for a pre-need funeral contract, and no funds have been received. _________ [buyer's...

This checklist and many others just like it was originally published in the 2-volume Matthew Bender forms publication called Tax, Estate & Financial Planning for the Elderly: Forms and Practice. To order a copy, please visit the Lexis Bookstore ....

Dear Visitor: This form is drawn from Matthew Bender’s Modern Estate Planning, Second Edition. To order a copy, please visit the Lexis Bookstore by clicking here. Already a Lexis.com subscriber? You can easily access this publication by...

Information for My Personal Representative or Next of Kin This document is intended to assist my personal representative or next of kin by providing personal information to help with the administration of my estate and by notifying my personal representative...

Model Cohabitation Agreement for Domestic Partners – Parties to Share Residence, Earnings and Accumulated Property – Support Provisions Editor’s Note: This agreement is designed for use by two persons of the same or opposite...

A Model Pre-Need Funeral Contract NON-BINDING ESTIMATE ONLY □ If this box is checked and initialed by the buyer, then this document has been provided as an estimate ONLY for a pre-need funeral contract, and no funds have been received. _________ [buyer's...

This checklist and many others just like it was originally published in the 2-volume Matthew Bender forms publication called Tax, Estate & Financial Planning for the Elderly: Forms and Practice. To order a copy, please visit the Lexis Bookstore ....

This model “Special Needs Trust” is a sample of a document used to shield assets that will be needed in the future for the care of an incapacitated elderly person or a disabled adult child. Because of the “SNT”, the assets will...

This form was originally published in California Trust Practice , Section 2.203 (LexisNexis Matthew Bender 2009). To order a copy of this or any other Matthew Bender publication, please visit our online Bookstore at . For those of you who are already...

Model Cohabitation Agreement for Domestic Partners – Parties to Share Residence, Earnings and Accumulated Property – Support Provisions Editor’s Note: This agreement is designed for use by two persons of the same or opposite...

Comment : What follows is a sample letter to be sent by an attorney who has established a testamentary special needs trust for a disabled adult. The letter is intended for the brother, sister or other individual who will be serving as trustee. It...