Joint Exempt Step-Up Trust (“JEST”) Legal Document Form

What’s Included in The Joint Exempt Step-Up Trust (“JEST”) Legal Document Form Package?

The Joint Exempt Step-Up Trust (“JEST”) Legal Document Form Package comes as a downloadable product containing the following:

• The JEST Trust (Joint Trust) Legal Document Form – a 70-page modifiable Microsoft Word document with all of the necessary provisions to implement the JEST Trust for your clients.

• A Client Explanation Letter – an explanation letter to be given to clients to help them understand what the JEST Trust is, what options they have and provide them with a thorough overview of the JEST Trust they received.

• The JEST Trust Steps Chart – a simple easy-to-use chart with the four steps from drafting to implementation of the JEST Trust strategy.

• A JEST Trust Marketing Handout – a modifiable one-page flyer summarizing the JEST Trust, its benefits and why clients should consider this strategy in their overall estate planning. This flyer can be used with clients, prospective clients and professional referral sources.

• The “JEST Lite” Legal Document Form – a 55-page modifiable Microsoft Word document and was developed to accommodate clients with smaller asset basis who do not want the complexity associated with the complete JEST, but want a good chance at a stepped-up income tax basis of all trust assets on the first death. The JEST Lite can also provide the benefit of having all trust assets locked up in trust for the benefit of the surviving spouse upon the death of the first dying spouse.

• The JEST Lite Summary Sheet – simple one-page flyer explaining the “JEST Lite” in a client-friendly and plain-English format.

• A 36-minute training video – training video explaining how to use the JEST Trust form.

• 60-Minute Educational Program with Alan S. Gassman, J.D., LL.M. (Taxation), FL State Bar Certified Specialist in Wills, Trusts & Estates and Christopher J. Denicolo, J.D., LL.M. (Estate Planning), MBA. Get this straightforward, practical presentation to help kick-start your implementation of the JEST Trust in your practice and what better way to do that than to learn right from the experts in this area?!

• A Free Trial of EstateView Software

All of the legal document forms come in a modifiable Microsoft Word format for you to be able to easily modify, edit and assemble (or add to your existing word processing software). The documents included in this package were originally designed and drafted for Mr. Gassman’s law firm based out of Florida, so purchasers will need to review the documents and their individual state laws and statutes.

NOTE: This is NOT a software program.  There are no automated/macro-type functions with these forms.