Your Go-To Resource for All Stages of Estate Planning
Get the book that is the backbone of any Michigan estate planner's library. It covers all stages of planning, including drafting wills and trusts, tax considerations, health care decisions, and trust administration.
With this book, you will be able to:
- Gather all the information you need before you start planning
- Save time drafting with complete wills and trusts created for common client situations
- Create the best estate planning documents for your clients, with numerous sample clauses and clear guidance on when to use them
- Avoid the pitfalls of the SECURE Act by choosing the appropriate method for distributing qualified benefits
- Prepare your client for possible incapacity, fiduciary selection, and delegation of appropriate powers
Highlights of the latest update include:
- A new chapter on directed and divided trusteeships
- A new chapter on charitable trusts
- Updated information on planning for retirement benefits
- New discussions on planning options and considerations for blended families
- New sections on planning for agricultural property
- 2025 federal and estate cost-of-living adjustments
PRINT BOOK
1596 pages, 2-volume, 7x10 . Includes a download of forms. Current to 04/01/25. Next update April 2026. Subscription service available. On back order. Expected ship date: 05/14/25.
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.