Used in the trust name: "The [Husband Surname] Family Florida Community Property Trust."

Must match the date used in Section 15 (Prior Trust Supersession).

This county serves as the Settlors' county of residence (Preamble), the Trustee compensation benchmark (Section 6.07), and the principal situs of the Trust (Section 14.02). Must be consistent throughout.

Select one Settlor whose Social Security Number will serve as the Trust's taxpayer identification number during joint lifetimes (Section 5.04(b)). The other Settlor's name will be deleted from that provision.

Select whether the Wife's GPOA covers the Husband's entire Trust Estate interest or only his one-half community property interest. This election has significant IRC § 2041 and IRC § 1014 implications.

Must mirror the election made in Section 8.01 above.

Note: Both GPOA scope elections must match.

The two non-selected options will be deleted from the document in their entirety. Failure to select before execution creates a direct conflict in the dispositive provisions.

If included, the Trustee will take into account the Surviving Settlor's new spouse's financial resources before making discretionary principal distributions following remarriage. Does not affect income distributions or the five-and-five power.

If included, the Surviving Settlor may withdraw annually the greater of $5,000 or 5% of Credit Shelter Trust assets (IRC §§ 2041(b)(2) and 2514(e)). Include if the client wants maximum liquidity access; omit if simplicity or minimizing inclusion concerns are paramount.

Appropriate for estates near or above the applicable federal estate tax exemption. Requires coordination with the portability election and GST planning. Provides IRC § 1014(a)(1) basis step-up at the Surviving Settlor's death via IRC § 2044 inclusion.

Select the age at which a descendant's continuing trust terminates and assets are distributed outright, free of trust. This age governs all continuing trusts created under Article Ten.

Dollar threshold below which the Trust Protector may waive the Independent Co-Trustee requirement for a beneficiary-Trustee. Insert a specific dollar amount reflecting the clients' intent.

Must be equal to or less than the outright distribution age selected above in Section 10.01(b)(i).

If included, the Trustee may make additional discretionary distributions up to the beneficiary's verified earned income, and for education, primary residence purchase, business capitalization, and extraordinary healthcare expenses.

If included, a beneficiary who unsuccessfully contests the Trust forfeits his or her interest. The good faith safe harbor provisions in subsections (a)–(e) are operative and may not be separately deleted. Confirm election with clients before execution.

Under Fla. Stat. § 689.225, Florida permits up to 360 years. Common selections: 90 years (conservative; most clients) | 150 years (moderate multigenerational) | 360 years (dynasty trust objectives). This field must not be left blank before execution.

Include only if this is an Amendment and Restatement. If this is a new trust, delete Section 14.09 in its entirety. Must be consistent with the Instrument Type selection in Section 2 above.

Under Fla. Stat. § 736.1504(3), any property transferred to the Trust without a Schedule B designation automatically converts to community property. Complete rows below or write "NONE."

Check and initial Item 8 only if either Settlor is a non-U.S. citizen or non-resident alien. If applicable, a gift tax analysis under IRC §§ 2511 and 2523(i) is required before funding.