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May the Surviving Co-grantor of a Joint Trust Amend or Revoke the Trust After the Death of the First Grantor?

It is not uncommon for a husband and wife in a second marriage situation to create a joint trust, naming all their respective children from their prior marriages as the equal remainder beneficiaries. If the surviving spouse,...more

Was the Trust Beneficiary Entitled to In-kind Distribution of Trust Assets?

On January 12, 2023, the Michigan Court of Appeals issued its decision in In re Claeys Revocable Living Trust, 2023 Westlaw 175242, No 360054 (Mich Ct App Jan 12 2023), which considered whether a trust beneficiary was...more

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