Whether you advise trustees or serve as a trustee yourself, this comprehensive guide gets you on the right track. It shows how to start the administration, prepare reports, invest assets, make distributions, administer retirement assets, and wind up the trust. Sample letters, petitions, assignments, fee agreements, and checklists make this book truly "how-to."
Highlights of the latest update include:
- Updates on SECURE 2.0 and the proposed regulations
- New information on the Corporate Transparency Act, 31 USC 5336
- Michigan Court Rule updates including MCR 1.109(D)(1)(b)
- Tips on portability election and IRS Form 706
PRINT BOOK
418 pages, 1-volume, 7x10 paperback. Includes a download of forms. Current to 04/01/24. Next update April 2026. 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.