Plante Moran Trust is pleased to be named as your personal representative, trustee, successor trustee or co-trustee.
Officially, your Will or Codicil should read as follows:
"I hereby name, nominate and appoint as Personal Representative under this, my Last Will and Testament, PLANTE MORAN TRUST, a Michigan corporation, or its successor(s)."
Officially, your trust agreement or amendment should read as follows:
"The Trustee of the trusts created hereunder shall be PLANTE MORAN TRUST, a Michigan corporation, or its successor(s)."
If Plante Moran Trust is to serve as trustee with investment responsibility:
Plante Moran Trust is able to provide a full complement of trust and asset advisory services when engaged as Trustee or Co-Trustee with full investment management authority. Investment advisory services to the Trust are provided by our affiliate, Plante & Moran Financial Advisors, an SEC registered investment advisor. Our published fee schedule includes these advisory services and no separate fees for this service are assessed.
Please ask your attorney to include the following paragraph in your trust agreement:
Power to Engage Affiliated Agents
"Notwithstanding anything to the contrary under the law of trusts or similar laws pertaining to trust administration, fiduciary and other similar type duties, the Trustee is empowered to engage attorneys, investment advisors, accountants and other agents, even if the same are affiliated with the Trustee. The hiring of such services from entities affiliated with the Trustee shall not be a direct or indirect violation of fiduciary or investment responsibility of the Trustee in the administration of the trust, nor shall the same be considered to be a conflict of interest."
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