This document displays the Lawgic Outline from Rev. Proc. Charitable Remainder Trusts. While using the program, you can generate an actual Outline document (displaying the answers you have provided) by pointing to Send on the File menu and then clicking Navigator Outline.
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000 Title Page
001 Donor
002 Donor Gender
003 Male Donor Name
004 First
005 Middle
006 Last
007 Female Donor Name
008 First
009 Middle
010 Last
011 Trust
012 Trust Information
013 Type of Trust
014 Term of Trust
015 Name of Trust
016 Date of Trust
017 Trustees
018 Initial Trustee
019 Corporate Trustee?
020 Successor Trustee
021 Recipients
022 Recipient
023 Name
024 Gender
025 Second Recipient
026 Name
027 Gender
028 Charity Name
029 References
030 Numbers
031 Trust Terms
032 Initial Transfer to Trust
033 Dollar Amount Transferred
034 Describe Transferred Assets
035 Limit Unitrust to Income?
036 Payment Percentage
037 Payment of Taxes
038 Governing Law
039 Draft Additional Provisions?
040 Custom Provisions (Q REPEATS)
041 Heading
042 Text
043 Closing
044 Donor Directs Signature
045 Name of Signor
046 Witnesses or Notary
047 Acknowledgement Officer Name
048 Acknowledgement Officer Title
049 County of Signing
050 Number of Witnesses
051 Names of Witnesses
052 First Witness
053 Second Witness
054 Third Witness
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