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Trusts and Estates

Intro

Securing today, planning for tomorrow.

Our diverse team of trusts and estates attorneys provides individuals, couples, fiduciaries, family-owned businesses, high net-worth individuals and their related family offices with an array of sophisticated trust, estate and succession-planning services. After tailoring a custom plan to meet your needs, we partner with other professionals to administer the plan. We work hard to deliver the kind of expertise you’d expect from a top-tier law firm while maintaining a client-centered focus that delivers great value.
 
The heart of our practice group is comprised of attorneys with expertise in trust, estate and fiduciary issues involving unique family dynamics, complicated tax positions and wealth preservation strategies. We enjoy a good challenge and have the fortitude and knowledge to produce exceptional results. Whether you are newlyweds starting a family, grandparents looking to ensure your legacy or fall somewhere in between, you can rely on our experience to plan today and protect tomorrow.

We utilize private electronic extranets to securely share information with clients. Information is immediately accessible regarding specific matters and transactions at any time for clients and their advisers – all from the comfort of their home or office.

Our trusts and estates attorneys practice actively in Michigan and Florida, with offices in Grand Rapids, Southfield, Midland, Macomb, Muskegon, Holland, Lansing and Kalamazoo. We are confident that we can help you with any simple or complex estate planning and administration need. Connect with our team and explore our services.

 
 

Chair

Jennifer L. Remondino

+1.616.396.3243

Email

Trusts and Estates

Related Links

Related Publications

Professionals

Order list by:
Photo of Ojone Ameadaji
Ojone Ameadaji
+1.616.752.2517
Photo of Daniel Borst
Daniel Borst
+1.616.752.2735
Photo of Patrick Colunga
Patrick Colunga
+1.616.752.2710
Photo of Sean Cook
Sean Cook
+1.248.784.5058
Photo of Gregory Demers
Gregory Demers
+1.989.698.3708
Photo of Carl Dufendach
Carl Dufendach
+1.616.752.2136
Photo of Jodi Grider
Jodi Grider
+1.616.752.2408
Photo of Mark Harder
Mark Harder
+1.616.396.3225
Photo of Frank Henke
Frank Henke
+1.248.784.5008
Photo of Catherine Jacobs
Catherine Jacobs
+1.616.752.2391
Photo of Laura Jeltema
Laura Jeltema
+1.616.752.2161
Photo of Karen Kayes
Karen Kayes
+1.231.727.2619
Photo of Jay Kennedy
Jay Kennedy
+1.248.784.5180
Photo of David Klippert
David Klippert
+1.989.698.3709
Photo of Lauren Koehler
Lauren Koehler
+1.616.752.2452
Photo of William Lentine
William Lentine
+1.248.784.5061
Photo of Nina Lucido
Nina Lucido
+1.248.784.5020
Photo of Amy Marciniak
Amy Marciniak
+1.989.698.3733
Photo of John Martin
John Martin
+1.231.727.2631
Photo of Douglas Medonis
Douglas Medonis
+1.248.784.5158
Photo of Susan Meyers
Susan Meyers
+1.616.752.2184
Photo of Laura Morris
Laura Morris
+1.616.752.2407
Photo of Sara Nicholson
Sara Nicholson
+1.269.276.8131
Photo of Beth O'Laughlin
Beth O'Laughlin
+1.616.396.3118
Photo of Joseph Owens
Joseph Owens
+1.248.784.5023
Photo of Jennifer Remondino
Jennifer Remondino
+1.616.396.3243
Photo of David Skidmore
David Skidmore
+1.616.752.2491
Photo of Pamela Squire
Pamela Squire
+1.616.752.2249
Photo of James Steffel
James Steffel
+1.231.727.2621
Photo of Crystal Steinebach
Crystal Steinebach
+1.616.752.2236
Photo of Cindy Thielman
Cindy Thielman
+1.231.727.2624
Photo of David Thoms
David Thoms
+1.248.784.5093
Photo of Megan Vogrig
Megan Vogrig
+1.616.752.2475

Services

Charitable Giving and Organizations
Charitable giving can be very beneficial – and very complicated. It involves ensuring the desired benevolent goals are reached while maximizing the income, gift and estate tax benefits. Whether creating a charitable lead trust, charitable remainder trust, charitable gift annuity, donor advised fund, designated fund, private foundation or giving to your favorite public charity, we will lend expertise to help you further your cause. We also serve as counsel to several types of charitable organizations, such as educational, medical and cultural institutions, private and community foundations and business leagues. We also assist with the formation and implementation of fundraising and grant programs, as well as reporting to the IRS and responding to IRS examinations. From business conception to dissolution, we provide tax-exempt organizations with the proper guidance needed to remain compliant and achieve goals.

Elder Law
As people are living longer, they are facing increasingly sophisticated legal needs. Our elder law attorneys help aging and disabled individuals, and their families and caregivers, navigate complex and emotionally difficult issues related to health care, housing, insurance, independence, disability, guardianship and planning for long term care. We are devoted to helping our clients prepare for their retirement, Social Security, Medicare, Medicaid, and wealth preservation needs.

Estate Settlement and Trust Administration
Our trust and estate attorneys guide individuals, families and fiduciaries through the difficult decision-making process that follows the passing of a loved one. We help simplify the process by collecting assets, paying creditors and taxes, and transferring the remaining assets to beneficiaries. We regularly provide representation in audits with the IRS and other tax-collection agencies. We administer trusts of all kinds and provide assistance with forms, deeds, accountings and other administrative tasks. We also counsel individuals and families who need assistance with after-death tax planning.
 
Family Business and Succession Planning
For family and closely held businesses, succession planning is not optional. Without it, the business will not survive and there will be no related legacy. We help implement a balanced strategy that promotes and protects the needs of both the family and the business. This often involves separate transitions of management and ownership and assistance with family meetings to discuss and plan these transitions. Our dedicated family business attorneys represent families of all sizes, from small businesses to large multi-billion-dollar international organizations. We are passionate about guiding clients through all areas of succession planning, tax planning, gift planning and various value-freezing and sale techniques – all designed to strengthen your business and secure your family bond while ensuring a lasting future.

Family Office Representation
We provide family offices with legal services, including tax strategy, estate planning, entity formation and governance, private equity and transaction evaluations, charitable and asset protection arrangements, risk management, real estate and corporate services, dispute resolution and litigation services as well as employment, records retention, investment RFPs and numerous other services. Our family office clients range from multimillion-dollar organizations with little to no staff to complex and multi-faceted organizations with full time employees and billions of dollars in net worth. Whether you need a single issue addressed or an outsourced Chief Legal Officer, we can provide the very best service – at the very best value.
 
Fiduciary Representation
Fiduciaries are appointed to act in the best interest of an individual (known as the principal) in the management of money or property. Fiduciary relationships involve legal and ethical obligations of trust and good faith to protect the assets of the individual. Trustees, guardians, agents under powers of attorney, patient advocates, trust protectors, caregivers and personal representatives all involve fiduciary roles that come with great legal responsibilities. At Warner, we counsel fiduciaries and help them uphold their duties. We also represent fiduciaries in mediation and litigation.

Fundamental Estate Planning
Estate planning is an essential step in structuring and protecting your property, both during your life and after your death. Everyone who owns assets can benefit from the estate-planning process. It includes planning for the unexpected, such as an illness or disability, as well as preparing for the certainty of death and taxes. Whether dealing with bank accounts, insurance policies, retirement plans, other investments, real estate or any other types of property, you can always minimize risks, pursue opportunities and simplify transitions. Proper planning will protect you, your loved ones and your legacy.
 
Tax Planning
Federal estate tax laws now place a greater focus on income tax planning in conjunction with estate tax planning. The decisions you make now can greatly affect how your assets are taxed later. We counsel individuals and businesses in all aspects of federal, state and local taxation, including estate, gift, generation-skipping and income (whether individual, entity or fiduciary-based) taxes, whether applicable to individuals, entities or fiduciaries. In addition, we represent clients in defending their tax positions under audit by the IRS and state agencies. Helping you prepare and plan today will ensure a better tomorrow for you and your loved ones.
 
 

Case Studies

Testimonials

Events

Jun 2018
19
June 19, 2018

2018 FOX Trustees and Beneficiaries Workshop

The Metropolitan

Partner Mark Harder from our Holland office will be speaking at the FOX Trustees and Beneficiaries Workshop on June 20, 2018. The event takes place June 19-20 in Chicago and Mark will be speaking o...

Oct 2017
26
October 26, 2017

Strategic Alternatives for Middle Market and Closely Held Businesses

City Flats Hotel

Join us on October 26, 2017 for a special learning event at the City Flats Hotel in Grand Rapids, MI.Why attend? Middle market and closely held businesses have delivered some of the most dynamic m...

Jun 2017
20
June 20, 2017

Selecting the Right Trustee: Know Your Options

Georgia Tech Hotel and Conference Center

Mark Harder, Partner, Warner Norcross & Judd LLP, will present at the Trustees and Beneficiaries Workshop sponsored by the Family Office Exchange, an international organization supporting wealt...

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