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Karen L.
Kayes

  • Senior Counsel

In the estates and wealth transfer area, excellent communication is essential. I'm a very good listener and I talk to my clients in clear, very understandable terms, which gives them comfort. While they express appreciation for my ability to make the process easier, they also say they value my skills at crafting and implementing creative, strategic approaches that help them reach their financial objectives. 

Providing a full range of estate and tax planning services for individuals and families, Karen Kayes helps Michigan and Florida business owners, professionals, executives and others with the design, implementation and administration of their estate plans. She facilitates the transfer of decision-making responsibilities during disability and helps orchestrate smooth and efficient transfers of wealth. 

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 es

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.

  • “Estate Planning 101,” Muskegon Community College, October 16, 2014, Muskegon, Michigan
  • Invited Lecturer for ICLE Seminar on Estate Planning and Taxation Topics
  • Presenter: Community Leadership Academy – Legal Aspects of Board Membership
  • “Estate Planning 101,” Muskegon Community College, October 16, 2014, Muskegon, Michigan
  • Invited Lecturer for ICLE Seminar on Estate Planning and Taxation Topics
  • Presenter: Community Leadership Academy – Legal Aspects of Board Membership
  • Author of news articles and frequent lecturer on various estate and tax planning topics
  • Author of news articles and frequent lecturer on various estate and tax planning topics
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Karen L.
Kayes

  • Senior Counsel
Muskegon

My admin

In the estates and wealth transfer area, excellent communication is essential. I'm a very good listener and I talk to my clients in clear, very understandable terms, which gives them comfort. While they express appreciation for my ability to make the process easier, they also say they value my skills at crafting and implementing creative, strategic approaches that help them reach their financial objectives. 

Providing a full range of estate and tax planning services for individuals and families, Karen Kayes helps Michigan and Florida business owners, professionals, executives and others with the design, implementation and administration of their estate plans. She facilitates the transfer of decision-making responsibilities during disability and helps orchestrate smooth and efficient transfers of wealth. 

  • “Estate Planning 101,” Muskegon Community College, October 16, 2014, Muskegon, Michigan
  • Invited Lecturer for ICLE Seminar on Estate Planning and Taxation Topics
  • Presenter: Community Leadership Academy – Legal Aspects of Board Membership
  • “Estate Planning 101,” Muskegon Community College, October 16, 2014, Muskegon, Michigan
  • Invited Lecturer for ICLE Seminar on Estate Planning and Taxation Topics
  • Presenter: Community Leadership Academy – Legal Aspects of Board Membership
  • Author of news articles and frequent lecturer on various estate and tax planning topics
  • Author of news articles and frequent lecturer on various estate and tax planning topics