Skip to main content

Publications

Mar 2019
08
March 08, 2019

Estate Planning Focus - Winter 2019


New Faces

 
  • Catherine Jacobs joined Warner as a trusts and estates and elder law attorney in our Grand Rapids office
  • William Lentine joined Warner as a trusts and estates, business and tax law attorney in our Southfield office
  • Sara Nicholson joined Warner as a trusts and estates and retirement benefit planning attorney in our Kalamazoo office

New Partners in January 2019
 
  • Laura Jeltema—Laura counsels high net worth individuals and families, family business owners, family offices and private foundations
  • Joseph Owens—Joe advises businesses and individuals in trust and estate planning, tax planning, business succession planning and general business law

Did You Hear?
 
Visit our LEGACY MATTERS blog to read Mark Harder's post explaining the dramatic changes to Michigan's Trust Code which will take effect on March 29, 2019. These new laws provide the ability to create directed trusts and use divided trustees in Michigan.

Warner's LEGACY MATTERS blog addresses wealth, family business, family office and estate planning topics and is published by our Private Client and Family Office Practice. Visit LEGACY MATTERS at www.wnj.com/Blogs/Private-Client-and-Family-Office-Blog.

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