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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:

  • Updates on SECURE 2.0 and the SECURE Act proposed regulations
  • Michigan Court of Appeals cases on breach of trust, separate maintenance, and temporary guardians
  • Discussion on Rev Proc 2022-32 (portability election)
  • 2023 federal and estate cost-of-living adjustment figures
  • Practice tips on submitting a durable power of attorney to a bank or broker
  • Expansion of the time period under MCL 700.3206(4)

PRINT BOOK
1468 pages, 2-volume, 7x10 paperback. Includes a download of forms. Current to 03/01/23. Next update April 2024. 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 Jennifer L. Remondino shares how this book addresses all of the key issues.
Editor Mark K. Harder shares why this book is such a comprehensive resource.
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