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Warner Norcross + Judd LLP is a corporate law firm with over 230 attorneys serving clients in nine offices throughout Michigan. Among the largest law firms in Michigan, Warner works in virtually all areas of business law.

Michigan Law Firm - Warner Norcross + Judd LLP

We defend our estate and tax planning for clients in the event of an audit, and we have successfully negotiated settlements with the IRS on gift/estate tax audits. Examples of settlement successes include: &bull; Recognition of family owned LLCs for gift purposes. &bull; A 22.5 percent discount for partial interests in real property. &bull; A 20 percent combined discount for a marketable securities LLC. &bull; A full estate tax deduction for interest on Graegin notes. &bull; A 35 percent combined discount for a marketable securities limited partnership. &bull; Having defined value formulas in gifts and sales respected by the IRS.

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Private Client and Family Office

Partner

Susan “Susie” Gell Meyers

Trusts and Estates

Defense of Gift and Estate Tax Planning Strategies in Audits

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Defense of Gift and Estate Tax Planning Strategies in Audits

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