Skip to main content

Karen L. Kayes

Senior Counsel | Email

  • Muskegon

    t. +1.231.727.2619

    f. +1.231.728.7719

  • +1.866.533.3018 - ext. 2619

Biography

Karen Kayes provides a full range of estate and tax planning services for individuals and families, including business owners, professionals and executives. Karen assists her clients with the design, implementation and administration of their estate plan to facilitate transfer of decision making during disability and an efficient transfer of wealth at death. She has assisted clients in developing plans that enhance their heirs' appreciation and protection of the inherited wealth, as well as plans that leave a legacy through charitable giving vehicles. Karen prepares estate plans and handles estate administration for Michigan and Florida residents. She is a member of the firm's Trusts and Estates Practice Group and editor of the group's newsletter.

Industries

    No data found

Education

  • Wayne State University LL.M. 1993
  • Thomas M. Cooley Law School J.D. 1988
  • Hope College B.A. 1984

Admitted

  • 1988, Michigan
  • 1994, Florida

Bar Associations

  • American Bar Association
  • State Bar of Michigan
  • Florida Bar Association
  • Muskegon County Bar Association

Experience

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

Honors & Awards

Leadership

Professional Affiliations

  • Michigan Bankers Association
    Member, Trust Taxation Committee

Community Affiliations

  • Mercy Health Partners
    Chair, Planned Gift Committee Board
  • Big Brothers Big Sisters of the Lakeshore
    Board Member (2017-Present)
  • Lake Michigan Estate Planning Council
    Past President (2004)
  • Muskegon Rotary Club

Speaking Engagements

  • "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

NOTICE. Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you.

By clicking the ‘ACCEPT’ button, you agree that we may review any information you transmit to us. You recognize that our review of your information, even if you submitted it in a good faith effort to retain us, and even if you consider it confidential, does not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you.

Please click the ‘ACCEPT’ button if you understand and accept the foregoing statement and wish to proceed.

ACCEPTCANCEL

Text

+ -

Reset