Estate Planning

Represents Michigan and Florida residents to develop estate plans that:

• Reduce or eliminate estate taxes.
• Balance the needs of a second spouse and children from a first marriage.
• Transition closely held business interests.
• Provide long term wealth protection for heirs.
• Facilitate a smooth transition of wealth management upon disability or death.
• Incorporate charitable gifting techniques, including charitable remainder trusts, disclaimer planning and private foundation.

Estate and Trust Administration

Represented clients in numerous routine probate and trust administrations in the states of Michigan and Florida, represented fiduciaries in routine and complex estate administrations, many including taxable estates, represented beneficiaries to enforce legal rights under applicable documents and/or state law.