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Trusts, Powers of Attorney, Custodianships, and Nonprobate Matters Deskbook


Practice Area:
Trusts, Estate Planning & Probate
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Description

 

The lengthy title of this well-written and thorough two-volume set reflects the breadth of coverage of this important publication as detailed in the table of contents below.  Along with its detailed treatment of trusts, powers of attorney, and medical directives, this definitive work may be the most authoritative resource on the Missouri Transfers to Minors Law, the Missouri Personal Custodian Law, and the Nonprobate Transfers Law of Missouri.  This second edition of Missouri Trusts, Powers of Attorney, Custodianships, and Nonprobate Matters was prompted by statutory changes in probate and trust law, including the adoption and update of the Missouri Uniform Trust Code.  Learn the requirements for a valid trust and the 5 methods for creating an express trust.  Learn who is qualified to be a trustee and who shouldn’t be a trustee.  Learn what the powers and duties of a trustee are and whether attorney fees and costs can be awarded in a trust administration proceeding.  Learn the rules for allocating trust receipts and the statute of limitations on a trust contest.  Learn the distinction between a durable power of attorney for asset and financial management and a durable power of attorney for health care.  Get answers to your most pressing questions: What is the Rule against Perpetuities, and does it matter?  What is a Totten trust?  What are the 18 negative duties of a trustee?  Is the Missouri Uniform Trust Code retroactive?  What is an in terrorem clause? When is specific informed consent to medical treatment required, and what are the 4 exceptions?  What are the 3 elements for an undue influence action to contest a trust, and who are the necessary and indispensable parties? 

 

This publication is filled with practice suggestions and includes checklists, charts, lists of other resources, and dozens of sample forms (over 300 pages).  It comes with a full-text, fully searchable CD updated for the 2013 Cumulative Supplement.  The 2013 Cumulative Supplement includes sections on the role and liability of a trust protector and practical tips for trust administration. 

 

Two volume 2nd edition 2006 (732 pages) Includes 2013 Cumulative Supplement

 

MoBarCLE Printed Deskbook + Electronic Forms: $330  |  Free Shipping

  • Printed Deskbook will be shipped to you. 
  • Electronic Forms in MS Word format will be delivered to your Classroom.

Subscribe to the eDeskbook on Fastcase: $99 / year: https://mobar.org/Fastcase

FORMS INCLUDED:

 

Chapter 3—Trust Administration

  • Practical Tips for Trust Administration  |  §3.115

Chapter 8—Durable Power of Attorney for Asset and Financial Management

  • Initial Letter to Client  |  §8.50
  • Durable Power of Attorney (Short Form)  |  §8.51
  • Springing Durable Power of Attorney (Short Form)  |  §8.52
  • Durable Power of Attorney (Long Form)  |  §8.53
  • Springing Durable Power of Attorney (Long Form)  |  §8.54
  • Special Durable Power of Attorney  |  §8.55
  • Summary of Duties for Attorney in Fact (Excluding Healthcare)  |  §8.56
  • Notice of Revocation of Durable Power of Attorney  |  §8.57

Chapter 9—Advance Medical Directives: Durable Powers of Attorney for Health Care, Living Wills, and Other Declarations of Intent

  • Health and Personal Care General Springing Durable Power of Attorney  |  §9.67
  • Agreement With Respect to Springing Durable Power of Attorney Appointing Third Person  |  §9.69
  • Agreement With Respect to General Durable Power of Attorney Appointing Attorney at Law  |  §9.70
  • Summary of Duties of Attorney in Fact (Health Care)  |  §9.71
  • Agreement Between Principal and Attorney in Fact When Health Care Decisions Authorized  |  §9.72
  • Affidavit of Attorney in Fact to Validate Durable Power of Attorney  |  §9.73
  • Sample Health Care Directive  |  §9.74
  • General (Springing) Durable Power of Attorney  |  §9.75

Chapter 11—Missouri Transfers to Minors Law

  • Distribution to Custodian Under Will or Trust,§§ 404.016, 404.027.1, 404.047.1(4), and 404.057.1, RSMo  |  §11.43
  • Beneficiary Designations Under Benefit Plan or Insurance, §§ 404.016, 404.027.1, 404.047.1(4),and 404.057.1, RSMo  |  §11.44
  • Example of Opinion on Abstract, § 404.051.5(3),RSMo  |  §11.45
  • Example of Custodial Trust Agreement  |  §11.46
  • Designation of Successor Custodian  |  §11.47

Chapter 12—Missouri Personal Custodian Law

  • Distribution to Custodian Under Will or Trust  |  §12.42
  • Distribution to Custodian Under Employee Benefit Plans  |  §12.44
  • Beneficiary Designations Under Benefit Plans or Insurance  |  §12.45
  • Opinion on Abstract  |  §12.46
  • Provisions in Durable Power of Attorney  |  §12.47
  • Transfer-on-Death Direction to Custodian  |  §12.48
  • Custodian’s Rules for Making Beneficiary Designations Under an Adult Custodianship  |  §12.49
  • Instructions for Making Beneficiary Designations for Custodianship Property  |  §12.50
  • Distribution Rules Summary for Custodianship Beneficiary Designations  |  §12.51
  • Example of Durable Power of Attorney  |  §12.52
  • Example of Agreement With Custodian  |  §12.53

Chapter 13—Missouri Nonprobate Transfers Law

  • Example of Instructions for Making Employee Beneficiary Designations  |  §13.73
  • Distribution Rules Summary (for Employees)  |  §13.74
  • Employee Beneficiary Designation Form  |  §13.75
  • Acknowledgment of Receipt of Employee Beneficiary Designation Form  |  §13.76
  • Rules for Employee Beneficiary Designations  |  §13.77
  • Promissory Note Providing for Transfer at Owner’s Death to Owner’s Revocable Trust  |  §13.78
  • Contract Provision Authorizing Beneficiary Designation for Contract Rights Under License Agreement  |  §13.79
  • Beneficiary Designation Form for Contract Rights  |  §13.80
  • Acknowledgment of Receipt of Beneficiary Designation Form for Contract Rights  |  §13.81
  • Beneficiary Assignment  |  §13.82
  • Beneficiary Assignment in Letter Form, to Be Either Delivered to Contract Obligor Before the Owner’s Death or Notarized  |  §13.83
  • Beneficiary Deed (With Contingent Beneficiary)  |  §13.84
  • Revocation of Beneficiary Deed  |  §13.85
  • Beneficiary Deed to the Revocable Trust of Whichever Spouse Dies Last  |  §13.86
  • Beneficiary Transfer Instrument in the Form of a “Beneficiary Deed of Gift”  |  §13.87
  • Beneficiary Transfer Instrument in the Form of a “Beneficiary Bill of Sale”  |  §13.88
  • Stock Power Used for Transfer on Death Registration  |  §13.90
  • Examples of Transfer on Death Securities Registrations  |  §13.92
  • Application to Register Stock in Beneficiary Form  |  §13.93
  • Bylaw Provision or Board Resolution for Transfer on Death Registration of Securities by Missouri Corporation or Corporation With Principal Place of Business in Missouri  |  §13.94
  • Registration in Beneficiary Form: Transfer on Death (TOD) Account With Stockbroker  |  §13.95
  • Pay on Death Agreement for Bank Certificate of Deposit  |  §13.96
  • Pay on Death Agreement for Joint Bank Checking or Savings Account  |  §13.97
  • Registration in Beneficiary Form: Motor Vehicles and Watercraft—Transfer on Death Certificates of Title  |  §13.98
  • Promissory Note in Beneficiary Form  |  §13.99
  • Forgiveness of Indebtedness at Owner’s Death, Included in Owner’s Revocable Trust Under § 461.001, RSMo   |  §13.100
  • Use of Beneficiary Designation Form in Connection With Inter Vivos Trust  |  §13.101
  • 1989 and 1995 Committee Comments  |  §13.102

Materials

Content

Chapters

1    |    Creation of an Express Trust
                Elizabeth E. Parrigin
                Kelly Brende (Supplement)

2    |    Qualifications, Appointment, Succession, and Bonds of Trustees
                Jay E. Harker, James J. Seeley, and James B. Behrens
                Joseph P. O`Keefe (Supp.)

3    |    Trust Administration
                Michael E. Magliari and Colleen M. Donohue
                Marty A. Little (Supplement)

4    |    Allocation of Trust Principal and Income
                Ace Rowley
                James M. Owen (Supp.)

5    |    Modification, Termination, and Revocation of Trusts
                Lynn A. Miller

6    |    Trust Contests
                Clifford S. Brown and Douglas D. Lee
                Emily J. Kembell (Supp.)

7    |    Trust Construction and Interpretation
                Eric B. Tanner
                Jason D. Simmons (Supp.)

8    |    Durable Power of Attorney for Asset and Financial Management
                Michael C. Stoffregen
                Micah D. Hall (Supp.)

9    |    Advance Medical Directives: Durable Powers of Attorney for Health Care, Living Wills, and Other Declarations of Intent
                Vanita R. Massey

10  |    Medical Treatment: Informed Consent and Right to Refuse
                Sheryl Feutz-Harter
   
11  |    Missouri Transfers to Minors Law
                Susan Baker Teson

12  |    Missouri Personal Custodian Law
                S. Margene Burnett and Julie Haverly

13  |    Missouri Nonprobate Transfers Law
                Andrea Jackson and Christine A. Gilsinan

Forms

Chapter 3—Trust Administration

  • Practical Tips for Trust Administration  |  §3.115

Chapter 8—Durable Power of Attorney for Asset and Financial Management

  • Initial Letter to Client  |  §8.50
  • Durable Power of Attorney (Short Form)  |  §8.51
  • Springing Durable Power of Attorney (Short Form)  |  §8.52
  • Durable Power of Attorney (Long Form)  |  §8.53
  • Springing Durable Power of Attorney (Long Form)  |  §8.54
  • Special Durable Power of Attorney  |  §8.55
  • Summary of Duties for Attorney in Fact (Excluding Healthcare)  |  §8.56
  • Notice of Revocation of Durable Power of Attorney  |  §8.57

Chapter 9—Advance Medical Directives: Durable Powers of Attorney for Health Care, Living Wills, and Other Declarations of Intent

  • Health and Personal Care General Springing Durable Power of Attorney  |  §9.67
  • Agreement With Respect to Springing Durable Power of Attorney Appointing Third Person  |  §9.69
  • Agreement With Respect to General Durable Power of Attorney Appointing Attorney at Law  |  §9.70
  • Summary of Duties of Attorney in Fact (Health Care)  |  §9.71
  • Agreement Between Principal and Attorney in Fact When Health Care Decisions Authorized  |  §9.72
  • Affidavit of Attorney in Fact to Validate Durable Power of Attorney  |  §9.73
  • Sample Health Care Directive  |  §9.74
  • General (Springing) Durable Power of Attorney  |  §9.75

Chapter 11—Missouri Transfers to Minors Law

  • Distribution to Custodian Under Will or Trust,§§ 404.016, 404.027.1, 404.047.1(4), and 404.057.1, RSMo  |  §11.43
  • Beneficiary Designations Under Benefit Plan or Insurance, §§ 404.016, 404.027.1, 404.047.1(4),and 404.057.1, RSMo  |  §11.44
  • Example of Opinion on Abstract, § 404.051.5(3),RSMo  |  §11.45
  • Example of Custodial Trust Agreement  |  §11.46
  • Designation of Successor Custodian  |  §11.47

Chapter 12—Missouri Personal Custodian Law

  • Distribution to Custodian Under Will or Trust  |  §12.42
  • Distribution to Custodian Under Employee Benefit Plans  |  §12.44
  • Beneficiary Designations Under Benefit Plans or Insurance  |  §12.45
  • Opinion on Abstract  |  §12.46
  • Provisions in Durable Power of Attorney  |  §12.47
  • Transfer-on-Death Direction to Custodian  |  §12.48
  • Custodian’s Rules for Making Beneficiary Designations Under an Adult Custodianship  |  §12.49
  • Instructions for Making Beneficiary Designations for Custodianship Property  |  §12.50
  • Distribution Rules Summary for Custodianship Beneficiary Designations  |  §12.51
  • Example of Durable Power of Attorney  |  §12.52
  • Example of Agreement With Custodian  |  §12.53

Chapter 13—Missouri Nonprobate Transfers Law

  • Example of Instructions for Making Employee Beneficiary Designations  |  §13.73
  • Distribution Rules Summary (for Employees)  |  §13.74
  • Employee Beneficiary Designation Form  |  §13.75
  • Acknowledgment of Receipt of Employee Beneficiary Designation Form  |  §13.76
  • Rules for Employee Beneficiary Designations  |  §13.77
  • Promissory Note Providing for Transfer at Owner’s Death to Owner’s Revocable Trust  |  §13.78
  • Contract Provision Authorizing Beneficiary Designation for Contract Rights Under License Agreement  |  §13.79
  • Beneficiary Designation Form for Contract Rights  |  §13.80
  • Acknowledgment of Receipt of Beneficiary Designation Form for Contract Rights  |  §13.81
  • Beneficiary Assignment  |  §13.82
  • Beneficiary Assignment in Letter Form, to Be Either Delivered to Contract Obligor Before the Owner’s Death or Notarized  |  §13.83
  • Beneficiary Deed (With Contingent Beneficiary)  |  §13.84
  • Revocation of Beneficiary Deed  |  §13.85
  • Beneficiary Deed to the Revocable Trust of Whichever Spouse Dies Last  |  §13.86
  • Beneficiary Transfer Instrument in the Form of a “Beneficiary Deed of Gift”  |  §13.87
  • Beneficiary Transfer Instrument in the Form of a “Beneficiary Bill of Sale”  |  §13.88
  • Stock Power Used for Transfer on Death Registration  |  §13.90
  • Examples of Transfer on Death Securities Registrations  |  §13.92
  • Application to Register Stock in Beneficiary Form  |  §13.93
  • Bylaw Provision or Board Resolution for Transfer on Death Registration of Securities by Missouri Corporation or Corporation With Principal Place of Business in Missouri  |  §13.94
  • Registration in Beneficiary Form: Transfer on Death (TOD) Account With Stockbroker  |  §13.95
  • Pay on Death Agreement for Bank Certificate of Deposit  |  §13.96
  • Pay on Death Agreement for Joint Bank Checking or Savings Account  |  §13.97
  • Registration in Beneficiary Form: Motor Vehicles and Watercraft—Transfer on Death Certificates of Title  |  §13.98
  • Promissory Note in Beneficiary Form  |  §13.99
  • Forgiveness of Indebtedness at Owner’s Death, Included in Owner’s Revocable Trust Under § 461.001, RSMo   |  §13.100
  • Use of Beneficiary Designation Form in Connection With Inter Vivos Trust  |  §13.101
  • 1989 and 1995 Committee Comments  |  §13.102

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