Trusts and Estates Law

Chair: Mark B. Periard
Whether you’re a young family on the road to success, a business owner planning for the future or grandparents looking to protect assets for your heirs, the trust and estate attorneys at Warner Norcross & Judd can help you meet your goals.

We specialize in sophisticated estate and tax planning for families and their businesses and we stay current on changes in the law that may work to your advantage.
 
  • One of our partners chaired the committee that rewrote the Michigan Trust Code (2010) and now is chairperson of the Probate and Estate Planning Council of the State Bar of Michigan.
  • One of our attorneys chaired the committee that rewrote and updated the Michigan Probate Code (2000).
  • Five Warner attorneys are fellows in the American College of Trust and Estate Counsel – that’s among the highest number at any Michigan law firm.
Warner attorneys work to protect your assets and ensure that they are transferred to your heirs in a manner that minimizes tax consequences — and maximizes the value of your hard work.

Some examples of what we do:
 
  • We develop succession planning strategies to effectively transfer ownership of businesses from one generation to the next, balancing both family and business needs with tax laws. Our clients range from small businesses to closely held multibillion-dollar corporations.
  • Families of wealth turn to us to help them manage their assets, often by establishing a family office or developing a family constitution.
  • We create and advise private foundations and tax-exempt organizations.
  • We handle all aspects of probate litigation, whether representing the fiduciary or beneficiary.
  • Families with aged adults or special-needs children count on us to help them provide for  long-term care without disturbing benefits.
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