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Michigan Estate Planning Handbook, Third Edition

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:

  • Latest cases, including Skaates v Kayser (enforceability of postnuptial agreement) and Schaaf v Forbes (trust ability to hold real property as tenant with rights of survivorship)
  • New discussion regarding issues with trust certificates for joint trusts and retained spousal joint interests in real property
  • New clauses regarding distribution of tangible property to minor, limiting the exercise of a beneficiary's right of withdrawal, and on the limitation of an assignment of interest
  • 2022 federal and estate cost-of-living adjustment figures

PRINT BOOK
1432 pages, 2-volume, 7x10 paperback. Includes a download of drafted forms. Current to 04/01/22. Next update April 2023. 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.

Author James P. Spica shares how this book will prepare you to help clients.
Editor Mark K. Harder shares why this book is such a comprehensive resource.
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