the years, The Missouri Bar has published a succession of “Yellow
Books” in response to significant changes in probate, trust, and estate
legislation. Those publications have been valuable guides to new
legislation and have been popular with Missouri attorneys. This
publication builds on that legacy. In 2011, Missouri enacted
significant trust and estate legislation as reflected in the title
above. Technical corrections were adopted in 2012. Authors Scot W.
Boulton, Harvard W. Muhm, and David English detail those legislative
changes, explain their effect and importance, and provide background to
put the changes in context.
This book is part of a new product line of guidebooks. These books will
be smaller, more focused, and more easily updated than traditional
MoBarCLE deskbooks. Some of these guidebooks will follow deskbooks that
cover a broad perspective of a related area of the law; some of these
guidebooks will precede those deskbooks. And some of the guidebooks
will be conceived and published as stand-alone publications.
These guidebooks are available in a choice of formats: softbound print
book, CD, or download. The electronic versions include sample form
provisions in word-processing format. Purchasers can buy both the print
and an electronic version for a discounted price. Order yours today!
1 | Qualified Spousal Trusts (QSJT)
2 | Decanting
3 | Uniform Adult Guardianship and Protective Proceedings Act (UAGPPJA) and
Miscellaneous Guardianship Changes
4 | Technical Correction of Missouri Uniform Trust Code (MUTC) and
Missouri Uniform Principal and Income Act
NOTE: The following sample clauses for a tax planning joint trust are
provided solely for informational and educational purposes, and the
author does not warrant their appropriateness for use in any manner.
QSJT Intent Language | §33
All Assets, Including Separate Property, Held in Separate Equal Shares | §34
Joint Property Equally to Each Separate Share, Separate Property to Separate
Share Unless Scheduled | §35
Joint Property and Separate Property Equally to Each Separate Share Unless Scheduled | §36
Power to Amend or Revoke | §37
Exercise of Reserved Powers | §38
Power to Direct Trustees | §39