As a member of a wealthy family, you need trusted legal advisors who take a 360-degree view of your wealth, businesses, legacy and family. Warner attorneys work seamlessly with your other advisors, have encountered the most complex relationships, tax and governance structures, and have confidentially dealt with delicate financial and personal situations to create bespoke solutions that respond to your unique needs, goals and objectives. Regardless of where you fall generationally, Warner is critical to the future wealth – and health – of your family.
Sophistication, Plus Strategy
While we provide some of the most sophisticated and strategic tax and wealth planning work in Michigan, the sheer size of our firm – and the resulting depth and breadth of our team – also enables us to serve the full range of needs of family offices and wealthy families, from the professional to the personal and philanthropic, and in just about any practice area they might require. On top of this, we are agile and able to pivot – and to help our clients to pivot – quickly, in response to even the most unpredictable events. In sum, we offer our private and family office clients both peace of mind and protection in everything they do.
experience
Strengths Snapshot
- Bespoke trusts that reflect the values, purposes, goals and objectives of the creator of the trust – Mark Harder
- Tax planning strategies, including FLPs, sales to IDITs, GRATs, QPRTs, SLATs – Jennifer Remondino, James Steffel, Frank Henke, Sean Cook
- Trust governance strategies, including directed trusts and divided trusteeships – Mark Harder, Beth O’Laughlin
- Private trust companies – Mark Harder
- Multi-jurisdictional planning – Mark Harder, Laura Jeltema
- Probate, trust and estate litigation – David Skidmore, Laura Morris
- Family business succession – Susan Meyers, Mark Harder, Matthew Johnson
- Family office design, formation and operation – Laura Jeltema
- Insurance programs for family offices and UHNW families – Jason Byrne
- Asset protection planning – James Steffel, Frank Henke, Laura Jeltema
- Direct investments, impact investments, hedge funds and investment partnership structures – Loren Andrulis
- Family business and domestic employment matters – Jonathan Kok
- Estate property and vacation homes – James Rabaut, Christian Meyer
- Family education, governance and meetings – Susan Meyers, Jennifer Remondino
- Philanthropy, including private foundations – Jennifer Remondino
- White collar crime and crisis management – Brian Lennon, Madelaine Lane
- Sales, mergers and acquisitions of family businesses – Matthew Johnson
- Key employee compensation and employee benefits – Justin Stemple, Jennifer Watkins
- Family Law/Divorce – Ric Roane, Nazli Sater
Honors & Accolades
Chambers High Net Worth guide has consistently awarded a top-tier ranking to Warner as one of Michigan’s top firms in private wealth law. Chambers has specifically recognized attorneys Mark K. Harder, Laura A. Jeltema, Susan Gell Meyers, David L.J.M. Skidmore and W. Michael Van Haren in for private wealth law and attorney Richard A. Roane for high net worth family/matrimonial law.
The American College of Trust and Estate Counsel (ACTEC) has elected six Warner attorneys as Fellows, the largest number of ACTEC Fellows practicing at any Michigan firm. ACTEC Fellows in the Private Client and Family Office practice include Carl W. Dufendach, Mark K. Harder, Jennifer L. Remondino, David L.J.M. Skidmore and W. Michael Van Haren.
Warner attorney Mark K. Harder chaired the State Bar of Michigan committee that spent more than five years writing the Michigan Trust Code, which governs how trusts are established and administered in the state. He also co-authored a reference for attorneys and courts on the meaning of Michigan’s laws regarding probate, trusts, guardianships and conservatorships.
Warner serves as a Thought Leader for the Family Office Exchange (FOX), an international community for wealthy families who are pursuing best practices for management and transfer of family legacy and wealth. Warner provides thought leadership and educational content for FOX’s member families.
In recent years, four Warner attorneys have been elected to lead the Probate and Estate Planning Section of the State Bar of Michigan. Mark K. Harder, John H. Martin, David L.J.M. Skidmore and W. Michael Van Haren have all served as chairs of this section.
Michigan Lawyers Weekly has named Susan Gell Meyers and Jennifer Remondino as two of its leading “Women in the Law.”
Warner Partner Bruce C. Young was honored by inclusion in Michigan Lawyers Weekly’s 2022 Hall of Fame.
Michigan Super Lawyers Magazine has named Jennifer Remondino (2021) and Beth O’Laughlin (2022) as Rising Stars. This peer-review award requires attorneys are 40 years old or younger or in practice for 10 years or less. Those selected for the list are noted for attaining a high degree of peer recognition and personal achievement. Fewer than 2.5% of attorneys in Michigan are selected for this recognition.
Michigan Super Lawyers Magazine has named 42 attorneys from Warner to its 2022 Super Lawyers list. The peer-review award recognizes attorneys who have attained a high degree of peer recognition and professional achievement. Only 5% of the lawyers in Michigan are recognized each year. Attorneys recognized this year from the Private Client and Family Office group:
- Sean H. Cook
- Mark K. Harder
- Frank E. Henke
- Susan Gell Meyers
- Richard A. Roane
- David L.J.M. Skidmore
- W. Michael Van Haren
The Best Lawyers in America has named many Warner attorneys from the Private Client and Family Office group as Lawyers of the Year in the last few years. Our attorneys have been recognized recently in the following categories:
Detroit Area:
- Tax: Sean H. Cook, Jay A. Kennedy
Grand Rapids Area:
- Business Organizations: Bruce C. Young (2 wins)
- Closely Held Companies and Family Businesses: Susan Gell Meyers (2 wins), Bruce C. Young (2 wins)
- Corporate Law: Shane B. Hansen; Stephen C. Waterbury
- Employment Law: Jonathan P. Kok (2 wins)
- Family Lawyer: Richard A. Roane
- Family Law Mediation Lawyer of the Year: Richard A. Roane
- Labor Law – Management: Jonathan P. Kok, Louis C. Rabaut (2 wins)
- Nonprofit/Charities: Jeffrey B. Power
- Real Estate: Christian E. Meyer
- Real Estate Litigation: Christian E. Meyer (3 wins)
- Securities/Capital Markets: Loren M. Andrulis
- Trusts and Estates: Carl W. Dufendach, Mark K. Harder (3 wins)
- Trusts and Estates Litigation: Laura E. Morris (2 wins), David L.J.M. Skidmore (3 wins)
The Best Lawyers in America 2022 has selected Warner Private Client and Family Office group attorneys for this peer-review award, which denotes legal excellence in specific practice areas, including:
- Loren M. Andrulis
- Daniel W. Borst
- Sean H. Cook
- Carl W. Dufendach
- Shane B. Hansen
- Mark K. Harder
- Frank E. Henke
- Laura A. Jeltema
- Matthew D. Johnson
- Jay A. Kennedy
- Jonathan P. Kok
- Christian E. Meyer
- Susan Gell Meyers
- Jeffrey B. Power
- Louis C. Rabaut
- Jennifer L. Remondino
- Richard A. Roane
- David L.J.M. Skidmore
- James J. Steffel
- Michael Van Haren
- Stephen C. Waterbury
- Bruce C. Young
Twenty-one attorneys from the Detroit, Macomb County and Bloomfield Hills offices of Warner Norcross + Judd LLP have been selected as 2022 Top Lawyers by DBusiness. Selection is based on the peer ratings of fellow attorneys who nominate peers who they would recommend to close friends or relatives if they could not handle a case themselves. Attorneys recognized from Warner’s Private Client and Family Office group include:
- Sean H. Cook, tax law
- Jay A. Kennedy, tax law
Fifty-one Warner Norcross + Judd LLP attorneys have been selected as 2021 Top Lawyers by Grand Rapids Magazine. Selection is based on survey ratings of fellow attorneys who are asked to nominate peers who excel in their practice areas. Attorneys recognized from Warner’s Private Client and Family Office group include:
- Loren Andrulis
- Daniel W. Borst
- Jason L. Byrne
- Carl W. Dufendach
- Shane B. Hansen
- Laura A. Jeltema
- Matthew D. Johnson
- Jonathan P. Kok
- Christian E. Meyer
- Susan Gell Meyers
- Jeffrey B. Power
- Richard A. Roane
- James J. Steffel
- Michael Van Haren
- Stephen C. Waterbury
Resources
Podcast: Selecting the Right Trustee – Mark Harder
Starting and Sustaining Family Meetings:
10 Common Mistakes Family Office Managers Make:
Approaching Prenuptial Agreements Positively:
- Will Your Estate Distribution Mechanisms Actually Work Following an Unanticipated Incapacity or Death? Stress Testing Your Estate Planning – Step 3Legacy Matters
- Is Your Business Planning Ready for an Unexpected Incapacity or Death? Stress Testing Your Estate Planning – Step 2Legacy Matters
- Is Your Family’s Planning Actually Ready for an Unexpected Incapacity or Death? Stress Testing Your Estate Planning – Step 1Legacy Matters
- Do the Young Adults in Your Family Have Estate Planning Documents?Legacy Matters
- Issues to Consider Before Creating a Silent TrustLegacy Matters
- Silent Trusts Have Come to MichiganLegacy Matters
- Managing Cybersecurity Risk for Family Offices and BusinessesLegacy Matters
- Current Tax Laws That Will Expire After 2025 if Congress Does Not ActLegacy Matters
- Warner Again Recognized by Chambers for Private Wealth LawLegacy Matters
- 12 Steps for Avoiding Identity Theft After the Death of a Loved OneLegacy Matters
- Connelly v. United States Decision Affects Life Insurance for Closely Held Business OwnersLegacy Matters
- Michigan’s New Uniform Power of Attorney Act Effective July 1Legacy Matters
- Do You Have Choice of Counsel in Insurance Litigation?Legacy Matters
- Trusts 101, Part 3 – Trust Acronyms ExplainedLegacy Matters
- Hot Topics for Private Clients and Family Offices from the 2024 Heckerling Institute on Estate Planning – Part TwoLegacy Matters
- Did You Form New Entities this Year? You Still Need to Complete CTA ReportingLegacy Matters
- Hot Topics for Private Clients and Family Offices from 2024 Heckerling Institute on Estate Planning – Part OneLegacy Matters
- Trusts 101: Living or Testamentary; Revocable or Irrevocable; Grantor and Non-Grantor – What Does All of This Mean?Legacy Matters
- Reflections on 2023 – The Calm Before the Storm?Legacy Matters
- New Corporate Transparency Act Reporting Requirement Begins in 2024Legacy Matters
- The IRS is Shifting Audit Attention to Large Partnerships and Wealthy IndividualsLegacy Matters
- How Should a Personal Representative Respond When Interested Persons Disagree Over Validity of a Proffered Will?Michigan Probate Litigation Cases & News
- Incorporating Gratitude Into Your Family’s Life Yields Wellness BenefitsLegacy Matters
- Private Client and Family Office Practice Welcomed Eric Allyn to Warner’s Family Engagement SymposiumLegacy Matters
- Does Everyone in Your Family Have Completed Estate Planning Documents?Legacy Matters
- Trusts 101: What is a Trust and How is it Created?Legacy Matters
- Should I Use a Professional Advisor as My Trustee?Legacy Matters
- Three Estate and Gift Tax Strategies to Consider Before Selling Your BusinessLegacy Matters
- We are Delighted to Have an Additional Attorney Ranked by Chambers in 2023Legacy Matters
- Shared Ownership of Family Cottages, Part Three: Creating a Governance Agreement for a Shared PropertyLegacy Matters
- Shared Ownership of Family Cottages, Part Two: Ownership Structures for Shared Family PropertyLegacy Matters
- Shared Ownership of Family Cottages, Part One: Does It Make Sense to Pass the Cottage to Future Generations?Legacy Matters
- When a Non-trustee Helps Administer the TrustMichigan Probate Litigation Cases & News
- May the Surviving Co-grantor of a Joint Trust Amend or Revoke the Trust After the Death of the First Grantor?Michigan Probate Litigation Cases & News
- Two Methods to Curtail a Litigious Beneficiary in Probate CourtMichigan Probate Litigation Cases & News
- More Marriages Being Contested In Probate LitigationMichigan Probate Litigation Cases & News
- Did You See Our eAlert on SECURE 2.0? Three Changes You Won’t Want to MissLegacy Matters
- Reflections on 2022 – A Year of UncertaintyLegacy Matters
- Charitable Giving – It’s Not Just for DecemberLegacy Matters
- Charitable Giving – Make It a Family DiscussionLegacy Matters
- October 17 – 21 Is National Estate Planning Awareness WeekLegacy Matters
- How To Be a Good Trust BeneficiaryLegacy Matters
- The New Inflation Reduction Act ExplainedLegacy Matters
- We Are Grateful To Be Recognized by ChambersLegacy Matters
- Protecting Yourself When Serving as a Family TrusteeLegacy Matters
- Top 4 Mistakes Family Trustees MakeLegacy Matters
- Understanding Your Role as a Trustee for Your FamilyLegacy Matters
- Have You Been Thinking About Creating a Family Office?Legacy Matters
- What Can Cybersecurity Insurance Do for You?Legacy Matters
- Who Gets Grandpa’s Guitar Pick Collection?Legacy Matters
- Should You Be Holding Family Meetings?Legacy Matters
- The Corporate Transparency Act – Where Are We Now?Legacy Matters
- Helping Clients Who Are Thinking About a Private Trust CompanyLegacy Matters
- Reflections on 2021 – A Year in Search of NormalcyLegacy Matters
- Developing Gratitude in Children Can Be a Challenge – LiterallyLegacy Matters
- Update on Proposed Tax Changes Affecting Estate PlanningLegacy Matters
- How Do I Create a Functioning Board of Directors for My Family Business?Legacy Matters
- National Estate Planning Awareness Week Reminds Us to Be PreparedLegacy Matters
- Proposed Tax Changes Affecting Estate Planning Are Moving Through CongressLegacy Matters
- Why Does My Family Office Need Standard Employment Documents?Legacy Matters
- The New Rules for Florida Trusts Are HereLegacy Matters
- Thanking You for Your Input on Our WorkLegacy Matters
- New Bill Proposes To Have Family Offices Register With the SEC and Begin SEC ReportingLegacy Matters
- Should You Have a Family Constitution?Legacy Matters
- The ACE Act Aims to Change DAF and Private Foundation Tax LawsLegacy Matters
- Your Capital Gains Could Become Capital Pains Under the President’s Proposed BudgetLegacy Matters
- Your 7-Step Plan for Creating Chaos in Your Family BusinessLegacy Matters
- Remember our advice to prepare for estate tax changes sooner rather than later? Later is now.Legacy Matters
- 2020 Planning Is Only Useful if It Is CompletedLegacy Matters
- Have You Had “The Talk” With Your Kids? (No, not that one. The one about your estate plan.)Legacy Matters
- Is It Time to Address Flooding and Erosion Issues at Your Lakefront Property?Legacy Matters
- Reflections on 2020 – There’s Good in GoodbyeLegacy Matters
- Why Won’t My Parents Retire and Let Me Run the Family Business?Legacy Matters
- Gratitude – It’s Not Just for ThanksgivingLegacy Matters
- Philanthropic Planning Opportunities for 2020 Year EndLegacy Matters
- October 19-25 Is National Estate Planning Awareness WeekLegacy Matters
- It’s Not Too Late to Hold a Virtual Family Meeting This Year: Series Part 2 – Best practices for virtual family meetingsLegacy Matters
- Partner Mark Harder Presents Estate Planning Update at 2020 Family Office ForumLegacy Matters
- The Election is Looming – the Window for Estate Planning is NarrowingLegacy Matters
- Family Meetings Go Virtual in 2020: Part 1 – Putting the “Family” into Virtual Family MeetingsLegacy Matters
- Thanking You for the Opportunity to be RecognizedLegacy Matters
- When a Prenuptial Agreement Isn’t an OptionLegacy Matters
- Estate and Tax Planning Ideas for a COVID-19 Economy – Part 2Legacy Matters
- Estate and Tax Planning Ideas for a COVID-19 Economy – Part 1Legacy Matters
- Do I want a Donor-Advised Fund or a Private Foundation?Legacy Matters
- Estate Planning and the 2020 ElectionLegacy Matters
- Newly-Enacted Tax Act: A Holiday Gift for FoundationsLegacy Matters
- The Gift of Gratitude Lasts a LifetimeLegacy Matters
- Talking Turkey about Holding Family Meetings over the HolidaysLegacy Matters
- Give Your Family the Gift of Family Legacy for the HolidaysLegacy Matters
- It Is National Estate Planning Awareness Week – October 21-27, 2019Legacy Matters
- Is Your Family Office Ready For a Cyber Incident?Legacy Matters
- Options for Transferring Family Vacation Homes May Have Become More LimitedLegacy Matters
- Is It Time for a Trust Taxation Tune-Up?Legacy Matters
- When Is It Time For Your Children To Attend Family Meetings?Legacy Matters
- Four Best Practices for Holding Successful Family MeetingsLegacy Matters
- Give Your Graduate the Gift of Legal DocumentsLegacy Matters
- Auditors Now Have Guidance Regarding Private Foundation Self-Dealing TransactionsLegacy Matters
- Starting (and Sustaining) Family MeetingsLegacy Matters
- The Benefits of Shared Family ValuesLegacy Matters
- Is a Domestic Asset Protection Trust Right For You?Legacy Matters
- Changes Are Coming to Michigan’s Trust Laws in MarchLegacy Matters
- “Roses are Red, Violets are Blue”—Approaching Prenuptial Agreements PositivelyLegacy Matters
- Family Constitutions: The Foundation of a Family’s FutureLegacy Matters
- Finally, New Year’s Resolutions Your Ultra High Net Worth Family Can Keep!Legacy Matters
- ‘Tis the Season for Evaluating Charitable GivingLegacy Matters
- There is No Time Like the Present to Make GiftsLegacy Matters
- Legacy Planning Tools to Preserve Family WealthLegacy Matters
- Lessons From a 16th Century Family Owned WineryLegacy Matters
- Warner Partner Sean Cook Speaks about Transitioning the Family BusinessLegacy Matters
- 5 Best Practices for Planning Successful Family MeetingsLegacy Matters
- Top 3 Excuses For Not Having Family Meetings – And How to Beat ThemLegacy Matters
- 4 Great Benefits of Having Family MeetingsLegacy Matters
- Warner Partner Sean Cook Speaks About Succession Planning Under the New Tax ActLegacy Matters
- The Pros and Cons of Using a Commercial Institution as Your TrusteeLegacy Matters
- A High Net Worth Guide to Hiring Domestic Help: Protect Your Family from LiabilityLegacy Matters
- Why Your Family Business Needs a Family Employment PolicyLegacy Matters
- 10 Common Employment Mistakes Family Office Managers MakeLegacy Matters
- Why High Net Worth Families Need to Review Estate Plans Now: Unintended Consequences of the Tax ReformLegacy Matters
- Lender Management v. Commissioner Decision Impacts Single Family Offices in 2018Legacy Matters
- Gift Strategies to Help High Net Worth Families Benefit from Tax ReformLegacy Matters
- Talking to Your Children About Family WealthLegacy Matters
- Should I Choose a Family Member to Be My Trustee?Legacy Matters
- Introducing Our New Private Client and Family Office Blog . . .Legacy Matters
- Midwest Trust and Wealth Management Conference
- 2024 Midwest Securities Law Institute
- Meals on Wheels Western Michigan: Planned Giving Lunch and Learn
- ICLE 36th Annual Tax Conference
- National Family Law Trial Institute Litigation Seminar
- ICLE 64th Annual Probate & Estate Planning Institute Seminar
- Michigan Venture Capital Association’s Corporate Transparency Act Webinar
- Midland Business Alliance: What You Need to Know About the Corporate Transparency Act
- 2024 Corporate Transparency Act – Who’s Impacted and What Does It Mean?
- City Life Church Presents Financial Foundations
- Michigan Farm Bureau Presents: Take Root: Farm Succession and Estate Planning Conference
- ICLE 22nd Annual Family Law Institute
- ICLE Seminar: Pre- and Postnuptial Agreements
- Family Business Alliance 2023: Exploring Family Ownership Structures: Slicing the Pie
- Michigan Capital Network Fall Fund Update
- Crain’s Grand Rapids Business POWER Breakfast Series: What’s Next for Family Business?
- 63rd Annual Probate & Estate Planning Institute Seminar – Plymouth
- 63rd Annual Probate & Estate Planning Institute Seminar – Acme
- Michigan Association of CPAs: Forensic Accounting and Valuation Services Conference
- Family Business Alliance Board of Directors Workshop
- Innovation Lunch-and-Learn Series 2019
- The Opportunity in Opportunity Zones
- Innovation Lunch-and-Learn Series
- 2018 FOX Trustees and Beneficiaries Workshop
- Webinar: 10 Common Mistakes Managers Make
- Strategic Alternatives for Middle Market and Closely Held Businesses
- Selecting the Right Trustee: Know Your Options
- Josie Boucher Previews M&A Market in Interview with Crain’s Grand Rapids Business
- Raquel S. Sportel Joins Warner
- Seven Warner Attorneys, Firm Listed as Top Leaders in Chambers High Net Worth 2024 Guide
- Warner Partner Corinne Sprague Discusses Corporate Transparency Act with Crain’s Grand Rapids Business
- Corinne Sprague Elected to the Grand Rapids Art Museum Foundation Board of Trustees
- Seven Warner Attorneys, Firm Named Top Leaders in Chambers High Net Worth 2023 Guide
- Bruce Young Among Leaders Who Discuss Transitions, Values, Culture at Crain’s Grand Rapids Business Power Breakfast
- Corinne Sprague Appointed to the Grand Rapids Symphony Board of Directors
- Scott J. DeWeerd Joins Warner
- Annual Michigan Capital Network Fund Update
- Danelle Harrington Joins Stevens Center for Family Business Executive Council
- Six Warner Attorneys, Firm Named Top Leaders in Chambers High Net Worth 2022 Guide
- Mich. Firm Warner Adds Trusts And Estates Partner
- Warner Partner Bruce C. Young Honored by Inclusion in Michigan Lawyers Weekly 2022 Hall of Fame
- Warner Names Four Attorneys as Partners
- 51 Warner Attorneys Rated 2022 Top Lawyers by Grand Rapids Magazine
- 21 Warner Attorneys Rated 2022 Top Lawyer by DBusiness
- Warner Ranked Top-Tier Law Firm by Best Lawyers®, U.S. News & World Report
- Warner Partner David L.J.M. Skidmore Elected Chair of Probate and Estate Planning Section of Michigan State Bar
- Six Warner Attorneys, Firm Named Top Leaders in Chambers High Net Worth 2021 Guide
- 21 Warner Attorneys Rated 2021 Top Lawyer by DBusiness
- 2020 40 Under 40 Award Recipient: Jennifer Remondino
- Partner Jay Kennedy Writes on Possible Shifts in Tax Policy Following Presidential Election
- David J. Klippert Elected to Stevens Center for Family Business Executive Council at SVSU
- Holland Executive Partner Jennifer Remondino Featured in Community Foundation Holland/Zeeland 2020 Impact Video
- 102 Warner Attorneys Rated 2021 Best Lawyers in America
- Eighteen Warner Attorneys Named Lawyers of the Year
- 20 Warner Attorneys Named to Rising Stars List by Michigan Super Lawyers Magazine
- 45 Warner Attorneys Recognized by Michigan Super Lawyers Magazine
- When a Prenuptial Agreement Isn’t an Option
- Mark K. Harder Elected Treasurer of the Community Foundation of the Holland/Zeeland Area
- Five Warner Attorneys Recognized as Leaders in Their Field in Chambers High Net Worth Guide
- 24 Warner Attorneys Recognized as Top Women Lawyers by Michigan Super Lawyers Magazine
- Warner Names New Executive Partner at Muskegon Office
- Warner Partners Earn Top Writing Honors at Family Office Exchange Fall Forum
- Warner Again Ranked One of Michigan’s Top Firms in Chambers High Net Worth Guide
- Warner Moved to New Offices in Holland
- Four Partners Recognized as Top Michigan Super Lawyers
- 57 Warner Attorneys Recognized as Michigan Super Lawyers
- Ninety-Seven Warner Attorneys Rated Best Lawyers in America
- Fourteen Warner Partners Named Lawyers of the Year in 2018
- Warner Partner Elected Board Chair of Community Foundation of Holland/Zeeland Area
- Jennifer L. Remondino Elected as Fellow to ACTEC
- Laura A. Jeltema Joins Warner
- Warner Partner Mark K. Harder to Serve as Chair Elect of Community Foundation of the Holland/Zeeland Area
- Nine Warner Partners Named Lawyers of the Year
- Warner Names Mark Harder Practice Group Chair
- Jim Steffel Presents 2015 Estate Planning Update
- Jim Steffel Contributes to White Paper on Family Wealth Management
- Jim Steffel to Present in Family Office Exchange Webinar on Estate Planning
- Will Your Estate Distribution Mechanisms Actually Work Following an Unanticipated Incapacity or Death? Stress Testing Your Estate Planning – Step 3
- Is Your Business Planning Ready for an Unexpected Incapacity or Death? Stress Testing Your Estate Planning – Step 2
- Is Your Family’s Planning Actually Ready for an Unexpected Incapacity or Death? Stress Testing Your Estate Planning – Step 1
- Are You Ready to Submit Your Corporate Transparency Act Reports by Year End?
- Do the Young Adults in Your Family Have Estate Planning Documents?
- Issues to Consider Before Creating a Silent Trust
- Silent Trusts Have Come to Michigan
- Managing Cybersecurity Risk for Family Offices and Businesses
- Current Tax Laws That Will Expire After 2025 if Congress Does Not Act
- Warner Again Recognized by Chambers for Private Wealth Law
- 12 Steps for Avoiding Identity Theft After the Death of a Loved One
- Connelly v. United States Decision Affects Life Insurance for Closely Held Business Owners
- Carbon Sequestration: What is it and How Will it Affect Me?
- Michigan’s New Uniform Power of Attorney Act Effective July 1
- Do You Have Choice of Counsel in Insurance Litigation?
- Trusts 101, Part 3 – Trust Acronyms Explained
- Hot Topics for Private Clients and Family Offices from the 2024 Heckerling Institute on Estate Planning – Part Two
- Did You Form New Entities this Year? You Still Need to Complete CTA Reporting
- Federal Court Found Corporate Transparency Act Unconstitutional. What Does this Mean for Entities Preparing to Comply?
- Hot Topics for Private Clients and Family Offices from 2024 Heckerling Institute on Estate Planning – Part One
- Trusts 101: Living or Testamentary; Revocable or Irrevocable; Grantor and Non-Grantor – What Does All of This Mean?
- Reflections on 2023 – The Calm Before the Storm?
- New Corporate Transparency Act Reporting Requirement Begins in 2024
- The IRS is Shifting Audit Attention to Large Partnerships and Wealthy Individuals
- How Should a Personal Representative Respond When Interested Persons Disagree Over Validity of a Proffered Will?
- Michigan’s New Uniform Power of Attorney Act
- Private Client and Family Office Practice Welcomed Eric Allyn to Warner’s Family Engagement Symposium
- The Corporate Transparency Act Becomes Effective January 1, 2024: Here’s How You Can Prepare
- Does Everyone in Your Family Have Completed Estate Planning Documents?
- Trusts 101: What is a Trust and How is it Created?
- Should I Use a Professional Advisor as My Trustee?
- Summer 2023 Attorney Spotlight – Trusts and Estates Practice Group
- Planning Documents for College-aged Children
- Medicare Open Enrollment: Making Smart Choices for Rehabilitation Stays
- Passing the Family Cottage to the Next Generations
- Three Estate and Gift Tax Strategies to Consider Before Selling Your Business
- Warner Partner Beth O’Laughlin Philanthropic Article Featured in The West Coast Way Magazine
- We are Delighted to Have an Additional Attorney Ranked by Chambers in 2023
- Shared Ownership of Family Cottages, Part Three: Creating a Governance Agreement for a Shared Property
- Estate Planning Focus — Spring 2023
- Estate Planning for Blended Families
- Celebrity Estate Planning Mistakes: Kobe Bryant
- Attorney Spotlight: Scott DeWeerd
- Shared Ownership of Family Cottages, Part Two: Ownership Structures for Shared Family Property
- Shared Ownership of Family Cottages, Part One: Does It Make Sense to Pass the Cottage to Future Generations?
- When a Non-trustee Helps Administer the Trust
- May the Surviving Co-grantor of a Joint Trust Amend or Revoke the Trust After the Death of the First Grantor?
- Two Methods to Curtail a Litigious Beneficiary in Probate Court
- More Marriages Being Contested In Probate Litigation
- 2022’s Secure 2.0 Act Changes Retirement Planning (Again)
- Reflections on 2022 – A Year of Uncertainty
- Charitable Giving – It’s Not Just for December
- Charitable Giving – Make It a Family Discussion
- October 17 – 21 Is National Estate Planning Awareness Week
- This Is National Estate Planning Awareness Week
- Corporate Transparency Act: FinCEN Issues Final Rule for Beneficial Ownership Reporting
- How To Be a Good Trust Beneficiary
- The New Inflation Reduction Act Explained
- We Are Grateful To Be Recognized by Chambers
- Protecting Yourself When Serving as a Family Trustee
- Top 4 Mistakes Family Trustees Make
- Understanding Your Role as a Trustee for Your Family
- Have You Been Thinking About Creating a Family Office?
- What Can Cybersecurity Insurance Do for You?
- Who Gets Grandpa’s Guitar Pick Collection?
- Should You Be Holding Family Meetings?
- The Corporate Transparency Act – Where Are We Now?
- Helping Clients Who Are Thinking About a Private Trust Company
- Reflections on 2021 – A Year in Search of Normalcy
- Developing Gratitude in Children Can Be a Challenge – Literally
- Update on Proposed Tax Changes Affecting Estate Planning
- How Do I Create a Functioning Board of Directors for My Family Business?
- National Estate Planning Awareness Week Reminds Us to Be Prepared
- Proposed Tax Changes Affecting Estate Planning Are Moving Through Congress
- Why Does My Family Office Need Standard Employment Documents?
- The New Rules for Florida Trusts Are Here
- Thanking You for Your Input on Our Work
- New Bill Proposes To Have Family Offices Register With the SEC and Begin SEC Reporting
- Should You Have a Family Constitution?
- The ACE Act Aims to Change DAF and Private Foundation Tax Laws
- Your Capital Gains Could Become Capital Pains Under the President’s Proposed Budget
- Your 7-Step Plan for Creating Chaos in Your Family Business
- Remember our advice to prepare for estate tax changes sooner rather than later? Later is now.
- 2020 Planning Is Only Useful if It Is Completed
- Have You Had “The Talk” With Your Kids? (No, not that one. The one about your estate plan.)
- Is It Time to Address Flooding and Erosion Issues at Your Lakefront Property?
- Reflections on 2020 – There’s Good in Goodbye
- Why Won’t My Parents Retire and Let Me Run the Family Business?
- Gratitude – It’s Not Just for Thanksgiving
- Philanthropic Planning Opportunities for 2020 Year End
- October 19-25 Is National Estate Planning Awareness Week
- It’s Not Too Late to Hold a Virtual Family Meeting This Year: Series Part 2 – Best practices for virtual family meetings
- Partner Mark Harder Presents Estate Planning Update at 2020 Family Office Forum
- The Election is Looming – the Window for Estate Planning is Narrowing
- Family Meetings Go Virtual in 2020: Part 1 – Putting the “Family” into Virtual Family Meetings
- Thanking You for the Opportunity to be Recognized
- When a Prenuptial Agreement Isn’t an Option
- Estate and Tax Planning Ideas for a COVID-19 Economy – Part 2
- Warner Helps You Navigate “Business As Anything But Usual”
- Estate and Tax Planning Ideas for a COVID-19 Economy – Part 1
- Do I want a Donor-Advised Fund or a Private Foundation?
- Estate Planning and the 2020 Election
- Newly-Enacted Tax Act: A Holiday Gift for Foundations
- The SECURE Act’s Significant Impact on Beneficiaries
- The Gift of Gratitude Lasts a Lifetime
- Talking Turkey about Holding Family Meetings over the Holidays
- Give Your Family the Gift of Family Legacy for the Holidays
- It Is National Estate Planning Awareness Week – October 21-27, 2019
- Is Your Family Office Ready For a Cyber Incident?
- Options for Transferring Family Vacation Homes May Have Become More Limited
- Is It Time for a Trust Taxation Tune-Up?
- When Is It Time For Your Children To Attend Family Meetings?
- Four Best Practices for Holding Successful Family Meetings
- Give Your Graduate the Gift of Legal Documents
- Auditors Now Have Guidance Regarding Private Foundation Self-Dealing Transactions
- Starting (and Sustaining) Family Meetings
- The Benefits of Shared Family Values
- Is a Domestic Asset Protection Trust Right For You?
- Changes Are Coming to Michigan’s Trust Laws in March
- “Roses are Red, Violets are Blue”—Approaching Prenuptial Agreements Positively
- Family Constitutions: The Foundation of a Family’s Future
- Finally, New Year’s Resolutions Your Ultra High Net Worth Family Can Keep!
- ‘Tis the Season for Evaluating Charitable Giving
- There is No Time Like the Present to Make Gifts
- Legacy Planning Tools to Preserve Family Wealth
- Lessons From a 16th Century Family Owned Winery
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- Warner Partner Sean Cook Speaks About Succession Planning Under the New Tax Act
- The Pros and Cons of Using a Commercial Institution as Your Trustee
- A High Net Worth Guide to Hiring Domestic Help: Protect Your Family from Liability
- Why Your Family Business Needs a Family Employment Policy
- 10 Common Employment Mistakes Family Office Managers Make
- Attorney Spotlight: Mark Harder
- Who Can I Trust to Be My Trustee?
- Why High Net Worth Families Need to Review Estate Plans Now: Unintended Consequences of the Tax Reform
- Lender Management v. Commissioner Decision Impacts Single Family Offices in 2018
- Gift Strategies to Help High Net Worth Families Benefit from Tax Reform
- Talking to Your Children About Family Wealth
- Should I Choose a Family Member to Be My Trustee?
- Introducing Our New Private Client and Family Office Blog . . .
- A High Net Worth Guide to Hiring Private Staff and Domestic Help
- Reinvigorating Your Family Meetings
- Domestic Asset Protection Trusts Come to Michigan
- It’s a Family (Owned Business) Affair — For the Love of Your Family, Plan Wisely for Your CEO’s Successor
- Estate Planning Focus – Spring 2015
- Family Offices for Ultra-Wealthy Could Benefit from Chief Legal Officer