Download Resources (PDF)

  1. Using Trusts in an Estate Plan to Provide for Children from Blended Families
    MSU Extension MontGuide
    (PDF Version)  (HTML Version-ADA Accessible)  [Order Online]
    While estate planning is an important issue for Montana families, blended families bring unique challenges to the process. Testamentary and Clayton Election Qualified Terminable Interest Property (QTIP) trusts are alternatives to help blended families achieve a variety of estate planning goals.

  2. Revocable Living Trusts
    MSU Extension MontGuide
    (PDF Version)  (HTML Version-ADA Accessible) [Order Online]
    Defines and explains the benefits, shortfalls, and costs of living trusts.

  3. Testamentary Trusts in Montana
    MSU Extension MontGuide  
    (PDF Version)  (HTML Version-ADA Accessible)  [Order Online]
    A testamentary trust allows a trustee to manage assets on behalf of a beneficiary. A settlor is a person who creates a testamentary trust. The terms of the trust are set forth in the settlor’s written Will. A testamentary trust does not legally exist until the settlor dies and the Will of the settlor passes through the probate process. This MontGuide answers questions Montanans have asked about testamentary trusts.

  4. Administering a Special Needs Trusts: A Handbook for Trustees (2021 Edition)
    Special Needs Alliance  Attorneys for special needs planning
    https://www.specialneedsalliance.org/wp-content/uploads/2021/03/SNA-2021-Handbook.pdf

    1. Order a free copy:
      https://www.specialneedsalliance.org/special-needs-101/free-trustee-handbook

Estate Planning Website

For further information, visit the Estate Planning website at www.montana.edu/estateplanning. 

This website provides current information about estate planning for Montanans who are interested in learning by attending webinars, in-person workshops, viewing MSU Extension MontGuides and other bulletins, and other information.