Effectively Advise Trustees from Start to Finish
Whether you advise trustees or serve as a trustee yourself, this comprehensive guide gets you on the right track. Sample letters, petitions, assignments, fee agreements, and checklists offer how-to guidance.
With this book, you will be able to:
- Start the trust administration and prepare required reports
- Invest trust assets and make distributions
- Administer retirement assets
- Wind up the trust
Highlights of the latest update include:
- A new section discussing undisclosed trusts
- Updated information on SECURE Act final regulations and new proposed regulations
- A new section discussing requests for distribution different from what the trust provides
- Recent Financial Crimes Enforcement Network announcements on the Corporate Transparency Act
- New court of appeals cases regarding trust administration
- Estates and Protected Individuals Code cost-of-living updates for 2025
PRINT BOOK
422 pages, 1-volume, 7x10 paperback. Includes a download of forms. Current to 07/01/25. Next update TBD. Subscription service available.
ONLINE BOOK
Fully searchable and continually updated. Citations link to Michigan caselaw, statutes, and court rules. Includes online index, downloadable forms, and summary of changes. Price is for a one-year subscription.