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ThomasMoreAI/legal-skills-open - Seite 90

SkillsMP hat 3.571 Skills aus ThomasMoreAI/legal-skills-open gesammelt. Öffne einen Skill, um Quelle und Details zu prüfen.

ThomasMoreAI/legal-skills-open

Es werden 11 von 3.571 gesammelten Skills angezeigt.

Beruf
Rechtsanwälte
Beschreibung

Drafts HIPAA-compliant PHI release authorizations for estate-planning workflows under 45 CFR §164.508. Use when drafting release forms, healthcare POA support documents, or record-access instruments. Triggers: HIPAA release, PHI authorization, healthcare…

Quellsprache: Englisch

Aktualisiert
Beruf
Rechtsanwälte
Beschreibung

Drafts an Irrevocable Life Insurance Trust (ILIT) compliant with IRC § 2042 and state trust laws to exclude life insurance from the grantor's taxable estate. Covers Crummey withdrawal rights, trustee powers, distributions, and execution formalities. Use when…

Quellsprache: Englisch

Aktualisiert
Beruf
Rechtsanwälte
Beschreibung

Drafts and structures U.S. Last Will and Testament documents. Trigger when the user needs to draft, revise, or review a will covering executor/guardian appointments, specific or residuary distributions, contingency planning, or execution-ready attestation and…

Quellsprache: Englisch

Aktualisiert
Beruf
Rechtsanwälte
Beschreibung

Drafts a state-compliant Last Will and Testament covering declarations, revocation of prior instruments, specific bequests, residuary disposition, guardian nominations, fiduciary appointments, and execution formalities. Conducts structured intake on family…

Quellsprache: Englisch

Aktualisiert
Beruf
Rechtsanwälte
Beschreibung

Drafts a Notice of Assets and Request for Claims for probate estates. Triggers when administering an estate, publishing creditor notice, filing a probate notice of assets, or establishing claim bar dates. Handles jurisdictional research, asset disclosure,…

Quellsprache: Englisch

Aktualisiert
Beruf
Rechtsanwälte
Beschreibung

Drafts a pour-over will directing the testator's residuary estate into an existing revocable living trust. Covers fiduciary appointments, guardianship, debt/tax payment, specific bequests, the central pour-over clause, and execution formalities with…

Quellsprache: Englisch

Aktualisiert
Beruf
Rechtsanwälte
Beschreibung

Drafts jurisdiction-specific Psychiatric Advance Directives (PADs) capturing treatment preferences, agent authority, and crisis plans for psychiatric incapacity. Trigger when the user mentions psychiatric advance directive, PAD, mental health advance…

Quellsprache: Englisch

Aktualisiert
Beruf
Rechtsanwälte
Beschreibung

Drafts an IRC §2702-compliant Qualified Personal Residence Trust agreement with safe harbor provisions under Rev. Proc. 2003-42 and Treas. Reg. §25.2702-5(c). Generates trust instrument, signature/notarization blocks, property exhibit, beneficiary schedule,…

Quellsprache: Englisch

Aktualisiert
Beruf
Rechtsanwälte
Beschreibung

Drafts revocable living trust documents with declaration of trust, funding schedules, trustee succession, beneficiary designations, and administrative powers tailored to state law. Covers individual and joint trusts, spendthrift clauses, and incapacity…

Quellsprache: Englisch

Aktualisiert
Beruf
Rechtsanwälte
Beschreibung

Drafts irrevocable third-party Special Needs Trusts funded by parents, grandparents, or other non-beneficiary parties to supplement government benefits without triggering Medicaid payback obligations. Use when drafting supplemental needs trusts, third-party…

Quellsprache: Englisch

Aktualisiert
Beruf
Rechtsanwälte
Beschreibung

Drafts an Assignment of Property to Trust document transferring assets from a grantor into a revocable or irrevocable trust. Covers real property, financial accounts, business interests, personal property, and intellectual property with jurisdiction-specific…

Quellsprache: Englisch

Aktualisiert
Es werden 11 von 3.571 gesammelten Skills angezeigt.