Drafting a will how do you help a client maintain flexibilit

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kraeton
Posts: 40
Joined: Wed May 02, 2012 2:48 am

Drafting a will how do you help a client maintain flexibilit

Postby kraeton » Fri Apr 05, 2013 6:12 am

... in disposing his personal property.

Any insight would be appreciated.

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RELIC
Posts: 216
Joined: Thu Mar 28, 2013 11:00 pm

Re: Drafting a will how do you help a client maintain flexibilit

Postby RELIC » Fri Apr 05, 2013 6:18 am

kraeton wrote:... in disposing his personal property.

Any insight would be appreciated.


Do you mean flexibility to use his assets during his life time?

Or do you mean flexibility to give his assets to the specific people that he wants?

FamilyLawEsq
Posts: 110
Joined: Sun Jan 27, 2013 12:30 pm

Re: Drafting a will how do you help a client maintain flexibilit

Postby FamilyLawEsq » Fri Apr 05, 2013 3:18 pm

If you are going to give a specific bequest...I give and bequeath my tangible personal property to...I give my ruby ring to my sister...

If you are doing it generally...all the rest, residue and remainder of my estate, real, personal and mixed of whatever nature and wheresoever situate, which I may own or have the right to dispose of at the time of my death, I give, devise and bequeath to...

If you have a will already and you only want to change the personal property section use a codocil.

target
Posts: 688
Joined: Tue Jul 26, 2011 6:40 pm

Re: Drafting a will how do you help a client maintain flexibilit

Postby target » Fri Apr 05, 2013 5:52 pm

Use a personal property disposition form if you have something similar to that. Pro: you don't have to go through the formality of a codicil. Con: You can only use it for personal properties.

Is this for a class or clinic? Since state laws may vary.




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