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In this changing world, it is perilous to present a book containing forms for standard use. The forms in this book, we believe, comply with federal and state law as it exists today.
Publisher: Matthew Bender Elite Products
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Clients are like snowflakes, no two are ever truly identical. Like our clients, their estate planning should be individualized to fit their needs and circumstances. To best accomplish our client’s goals, both the lawyer and client must be willing to accept and embrace change.
In fact, the essential task of a lawyer is to assist clients in understanding and in coping with change. The legislature has driven this point home to lawyers who are engaged in estate planning and administration. Since this publication was first written and revised in October 2009, major changes have shaped the future of planning. Congress passed The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 and the Michigan legislature passed and implemented Michigan’s Trust Code in 2010 and several technical amendments to the Michigan Trust Code in 2011.
In this changing world, it is perilous to present a book containing forms for standard use. The forms in this book, we believe, comply with federal and state law as it exists today. However, the reader must be alert to modifications and even sudden turnabouts in the law. No form in this book has ever been adopted by a client without modification to meet family circumstances, and, while we encourage and recommend modifications, we note that no revision should be made without regard to its impact on the rest of the document.
The previous edition's ISBN is 9798341714434.
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CHAPTER 1 INTRODUCTION TO ESTATE ADMINISTRATION: AN APPROACH TO THE ASSIMILATION AND MANAGEMENT OF INFORMATION
CHAPTER 2 SMALL ESTATES
CHAPTER 3 INFORMAL ADMINISTRATION
CHAPTER 4 SUPERVISED ADMINISTRATION
CHAPTER 5 ELECTIONS, ALLOWANCES AND EXEMPT PROPERTY
CHAPTER 6 DISCLAIMERS
CHAPTER 7 SETTLEMENT AGREEMENTS AND OTHER LITIGATION MATTERS
CHAPTER 8 POST-MORTEM TAX CONSIDERATIONS
CHAPTER 9 MICHIGAN DEATH TRANSFER TAXES
CHAPTER 10 FUNERAL LAW
INDEX