To view, print or save a form, select the form from the list below. All forms are in a PDF (Adobe Acrobat) format.

Trust Forms & Agreement

Trust Department Agency Agreement Acceptance of Beneficial Interest Assignment of Beneficial Interest (print legal size) Assignment of Beneficial Interest (FAX) Direction to Convey (print legal size) General Direction (print legal size) New Trust Outline (print legal size) Power of Direction Amendment Security Agreement Assignment of Beneficial Interest Statement by Grantor and Grantee Quitclaim Deed In Trust Survivorship Amendment Trust Agreement & Declaration of Trust (print legal size) Warranty Deed In Trust

Fee Schedules

Trust Fee Schedule Land Trust Fee Schedule

Each month the Trust & Asset Management Division sends out The Estate Analyst Newsletter to Estate Planning Professionals in the Chicagoland area. If you are an Estate Planning Professional based in Chicagoland and you would like to receive The Estate Analyst Newsletter, please email John Power or call at 708-460-4854.

August 2011 - Surviving the Great Consternation July 2011 - Re-Nesting Your Estate June 2011 - Mid-Year Review May 2011 - Evil Estates Deconstructed April 2011 - Second-Guessing Life Insurance March 2011 - Capital Gains Paradox February 2011 - The Perils of Portability January 2011 - Estate and Gift Taxes Reunited, Estate Planning for 2011 December 2010 - 2010 In Review: Year of the Ginormous Loop hole November 2010 - Unbreakable Trusts, Invincible Estates October 2010 - Resurrecting the $20-Million Estate September 2010 - The Unfortunate $20-Million Estate August 2010 - A Kafkaesque Estate July 2010 - Billionaire's Free Pass June 2010 - Estate Planning Malpractice May 2010 - Slayer Statute Issues April 2010 - GRATs, Unbundling & Estate Tax March 2010 - Emergency Will Repairs for 2010 -- Part II February 2010 - Emergency Will Repairs at Ground Zero - Estate Planning for 2010 January 2010 - Predictably Unpredictable; Estate Planning for 2010 December 2009 - The Year in Review, 2009 November 2009 - Can The Estate Tax Cheat Death? October 2009 - When Estates Go Wrong September 2009 - Closer Look at Living Wills August 2009 - Asset Protection Update July 2009 - The King of Pop's Estate June 2009 - Tax Reform Preview May 2009 - The Million-Dollar Estate April 2009 - Planning In Fearful Times March 2009 - Nevada-nizing Asset Protection February 2009 - Freeze, Squeeze & Burn Trusts January 2009 - Plateau or Pinnacle? December 2008, Year In Review November 2008 - A New Context For Expatriation October 2008 - Timely Strategies in Down Markets September 2008 - Capital Gains & Real Estate Strategies August 2008 - Politics & The Estate Tax July 2008 - Mid-Year Review, 2008 June 2008 - FLP vs. LLC May 2008 - The Series FLLC April 2008 - Planning For Posthumous Success March 2008 - The Presumption of Death February 2008 - Supreme Court Rules on Trust Investment Advice January 2008 - Ground Rules for 2008 December 2007 - The Year In Review, 2007 November 2007 - Cautionary Tales October 2007 - A Series of Unfortunate Tax Events September 2007 - Live Insurance Remixed August 2007 - Have ILITs Lost Their Magic? July 2007 - Celebrity Estates 2007 June 2007 - Mid-Year Report, 2007 May 2007 - Misadventures at the Tax Court April 2007 - The Estate Tax Remaineth March 2007 - Lessons of the Smith Estate February 2007 - Transfer-on-Death Deeds January 2007 - Thresholds and COLA limits for 2007 December 2006 - The Year in Review November 2006 - Will Review Checklists October 2006 - Trust Flexibility and Trust Protectors September 2006 - Reforming Estate Tax Repeal August 2006 - Reforming Estate Tax Repeal July 2006 - Art Collections of Great American Estates June 2006 - Mid-Year Report May 2006 - Dynasty Trusts & Perpetuities April 2006 - Highly Effective GRATs March 2006 - Elder Law Topics February 2006 - Control Over Assets January 2006 - The New Estate Tax Exemption & COLA limits December 2005 - The Year in Review November 2005 - Seven Outcomes for Estate Tax Repeal October 2005 - Elder Housing Issues September 2005 - Estate Planning & Divorce

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