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  • Home
  • About Tom
  • Estate Planning
    • How to Plan Your Estate (Start Here)
    • Revocable Living Trust
    • Inheritance Protection Trust
    • Financial POA
    • Health Care POA
    • Living Will
    • Asset Protection Planning in Arizona
    • Intro to Arizona Domestic Asset Protection Trusts
    • Asset Protection Exemptions in Arizona
    • Protect Home from Creditors in Arizona
    • Car/RV/Mobile Home Titling
  • Fees
    • Estate Planning Fees
    • Estate Administration Fees
  • Scheduling
  • Recent Law Updates
  • Office Info
  • New Client Forms
  • More Articles
  • Bouman Law Firm Blog
  • Probate & Trust Administration
    • How to Administer an Estate (START HERE)
    • Probate in Arizona
    • Small Estate Affidavit
    • Final Arrangements & Organ Donation
    • Trust Beneficiary Notices and Trustee Reports
    • Annuities
    • Debts of Decedent
    • Transfer Real Estate of Nonresident
    • Tax Filings for Estate
    • Duties of Trustee
  • Make a Payment
  • Buy a Book
  • Legal Disclaimers

BOUMAN LAW FIRM blog

Update to NFA Gun Trust form document

5/29/2019

 
Recently a past client informed me that his NFA gun trust document, which I drafted, was kicked back to him by an ATF examiner.  The issue resulted from a novel interpretation of who the document identified as "responsible persons" under the trust.  My first response was to find out whether any rules had changed that I did not know about.  Although I confirmed there have been no rule changes since 2016, I did learn that ATF counsel was taking a new, stricter approach to the definition of responsible person for a trust.  Although my client's situation was perhaps just an anomaly due to an overzealous examiner, I used this opportunity to carefully review and edit the software templates I use when drafting NFA gun trusts.  The updated document tightens the wording in a few key provisions in order to eliminate the offending language.  While I disagree with the ATF's interpretation, I also want to minimize the possibility of ATF examiners kicking back a Form 4 to a past client of mine.  My update also includes a minor change in wording to the trustee declaration form and to the provisions allowing for appointment of a trust protector.

If you are a past client who wants to update your trust document to include my recent changes, please contact me.

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    Thomas J. Bouman
    Attorney at Law
    Tucson, Arizona

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