Clients retain, rely on and refer our award-winning attorneys for our big-firm skills and experience combined with the personal and compassionate way we collaborate with those we serve. Because trusts and estates matters often involve both dynamic and delicate issues, our diverse, multi-generational team advises you with clear and candid communication delivered with a light touch. And, with our depth and breadth of legal acumen and practical knowledge, we’ve seen it all and can handle any concerns you encounter. Our lawyers learn about your objectives, customize an approach to meet those needs and partner with our team members and other professionals to launch and manage the plan. Our top priority: your peace of mind about the future.
The Right Mix of Innovation and Pragmatism
Our large but close-knit team advises individuals, couples, fiduciaries, family-owned businesses, high net-worth individuals and their related family offices and other clients on a full array of sophisticated trust, estate, tax, succession, charitable and impact investment planning services and related matters. Highly regarded for our creative thinking, we craft inventive yet sensible paths-to-solutions for even your most complex, multi-layered issues. This helps you achieve your goals at the lowest risk and tax exposure possible. Additionally, we understand that you didn’t grow your business and accumulate wealth only to see your savings and investments spent on legal fees. Our team places a premium on efficiency and offers top-tier, BigLaw capabilities and tailored service at mid-market rates – always with your finances in mind.
experience
Strengths Snapshot
- Administration of trusts and estates ─ Carl Dufendach, Karen Kayes
- Asset protection ─ James Steffel, Laura Jeltema
- Audits ─ Sean Cook
- Charitable giving and tax exempt organizations ─ Jennifer Remondino, Laura Morris
- Elder law and special needs trust planning ─ Catherine Jacobs, Merica Dobry
- Estate planning ─ Dan Borst, Beth O’Laughlin, Sara Nicholson, Merica Dobry
- Family cottage and vacation property planning ─ Susan Gell Meyers
- Family education ─ Susan Gell Meyers, Jennifer Remondino
- Fiduciary counseling ─ Mark Harder
- Florida estate planning and property ownership ─ Karen Kayes, Jennifer Remondino, James Steffel
- Impact investing advising ─ William Lentine
- Intergenerational transfer of family assets ─ Jennifer Remondino, Laura Jeltema
- Planning for retirement assets ─ Sara Nicholson
- Probate litigation ─ David Skidmore, Laura Morris
- Pre-nuptial agreements ─ Susan Gell Meyers, Dan Borst
- Succession planning ─ Susan Gell Meyers, Frank Henke, David Klippert, Jennifer Remondino
- Tax planning and advising ─ Sean Cook, William Lentine
Related Links
Warner offers our list of links to other useful Estate Planning information resources on the Web.
-
Social Security-Related Links
Apply for Benefits |
|
Apply for Social Security retirement/spouse’s benefits |
|
Apply for Social Security disability benefits |
|
Apply for extra help with your Medicare prescription drug costs |
|
Check the status of your online application |
|
See if you qualify for benefits |
|
Find out what benefits you can apply for |
|
Find out if you can get extra help with your Medicare prescription drug costs |
|
Estimate your future benefits |
|
Use our benefit planners to calculate your retirement, disability and survivors benefits |
|
Request a Social Security Statement |
|
If you get benefits |
|
Change your address or telephone number |
|
Get a replacement Medicare card |
|
Request a Proof of Income letter |
|
Get a Form 1099/1042S–Social Security Benefit Statement |
|
Get a password |
|
If you have a password |
|
Check your information and benefits |
|
Change your address or telephone number |
|
Start or change direct deposit |
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.
Resources
- Estate Case Confirms That a Personal Representative Who Improperly Transfers Estate Assets to Herself Should Be RemovedMichigan Probate Litigation Cases & News
- Have You Been Thinking About Creating a Family Office?Legacy Matters
- What Can Cybersecurity Insurance Do for You?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
- Michigan Court of Appeals Addresses Surviving Spouse’s Failure to Follow Terms of Trust Governing Her Withdrawal of Trust AssetsMichigan Probate Litigation Cases & News
- Michigan Court of Appeals Addresses Validity of Trustee’s Transfer of Trust Situs From Michigan to IllinoisMichigan Probate Litigation Cases & News
- Intestacy Case Sheds Light on Probate Court’s Ability to Order Genetic Testing for Decedent’s ChildrenMichigan Probate Litigation Cases & News
- 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
- Be Careful Using that Flowchart to Explain Your Client’s Estate PlanMichigan Probate Litigation Cases & News
- 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
- Does a Decedent’s Right to Receive an Accounting Survive His or Her Death?Michigan Probate Litigation Cases & News
- 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
- Does Appointment of a Grandparent as Guardian for a Minor Child Violate the Parent’s Constitutional Right to Raise the Child?Michigan Probate Litigation Cases & News
- 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
- Can You Lose the Right to Inherit from Your Spouse if Your Spouse Dies while Your Divorce Case is Pending?Michigan Probate Litigation Cases & News
- Do I want a Donor-Advised Fund or a Private Foundation?Legacy Matters
- If the Contestant Establishes the Presumption of Undue Influence, May the Trial Court Grant Summary Disposition in Favor of the Proponent?Michigan Probate Litigation Cases & News
- Can a Person Act on Behalf of a Decedent’s Estate, Before Being Appointed as Personal Representative?Michigan Probate Litigation Cases & News
- 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
- Proving That Bank Account Funds Were Obtained Through Undue InfluenceMichigan Probate Litigation Cases & News
- Give Your Family the Gift of Family Legacy for the HolidaysLegacy Matters
- Does a Trustee Have the Power to Enforce the Settlor’s Charitable Gift?Michigan Probate Litigation Cases & News
- 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
- Who Receives the Funds in a Joint Bank Account When One Co-Owner Dies?Michigan Probate Litigation Cases & News
- 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
- In a Will Contest, When Is Mental Capacity Evaluated?Michigan Probate Litigation Cases & News
- Is a Domestic Asset Protection Trust Right For You?Legacy Matters
- Michigan Court of Appeals Ruling Addresses Recovery of Attorney Fees in Trust LitigationMichigan Probate Litigation Cases & News
- Changes Are Coming to Michigan’s Trust Laws in MarchLegacy Matters
- The Challenge of Proving Lack of Mental Capacity to Make a WillMichigan Probate Litigation Cases & News
- “Roses are Red, Violets are Blue”—Approaching Prenuptial Agreements PositivelyLegacy Matters
- Letting the Parent Decide Whether to See a Child in a Guardianship CaseMichigan Probate Litigation Cases & News
- Family Constitutions: The Foundation of a Family’s FutureLegacy Matters
- Constructive Trust – A Remedy for Getting Property to the Rightful OwnerMichigan Probate Litigation Cases & News
- Attempted Disclaimer of Trust Assets Ineffective, Says Michigan Court of AppealsMichigan Probate Litigation Cases & News
- Michigan Court of Appeals Addresses Mechanics of Transferring Guardianship from Michigan to Another StateMichigan Probate Litigation Cases & News
- Finally, New Year’s Resolutions Your Ultra High Net Worth Family Can Keep!Legacy Matters
- Michigan Court of Appeals Reverses Involuntary Mental Health Treatment OrderMichigan Probate Litigation Cases & News
- Michigan Court of Appeals Affirms Involuntary Mental Health Treatment OrderMichigan Probate Litigation Cases & News
- ‘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
- Hiring Domestic Help: Using a 5-Step Background Check to Protect Your High Net Worth FamilyLegacy 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
- 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
- Mich. Firm Warner Adds Trusts And Estates Partner
- Danelle E. Harrington Joins Warner
- Haley E. Clough Joins Warner
- Warner Welcomes Erin Lasenby
- Warner Ranked Top-Tier Law Firm by Best Lawyers®, U.S. News & World Report
- William C. Lentine Selected for Leadership Oakland
- Warner Welcomes Three New Attorneys
- Warner Partner David L.J.M. Skidmore Elected Chair of Probate and Estate Planning Section of Michigan State Bar
- 105 Warner Attorneys Rated Best Lawyers in America©
- Six Warner Attorneys, Firm Named Top Leaders in Chambers High Net Worth 2021 Guide
- Warner Opens Bloomfield Hills Office
- 35 Warner Attorneys Rated 2020 Top Lawyers by Grand Rapids Magazine
- 21 Warner Attorneys Rated 2021 Top Lawyer by DBusiness
- Warner Ranked Top-Tier Law Firm by Best Lawyers, U.S. News & World Report
- David J. Klippert Elected to Stevens Center for Family Business Executive Council at SVSU
- Warner Partner Gregory Demers Presents at Mackinac Center’s Virtual Estate Planning Event
- Laura Morris, Jennifer Remondino Named to 40 Under 40 Business Leaders 2020 Class
- 102 Warner Attorneys Rated 2021 Best Lawyers in America
- When a Prenuptial Agreement Isn’t an Option
- Mark Harder on Estate, Tax Planning Ideas for a COVID-19 Economy Holland Sentinal
- Two Warner Partners Honored Among Top 50 Most Influential Women
- Catherine H. Jacobs Selected for BBB Board of Directors
- Warner Names Six Attorneys as Partners
- Warner Ranked Top-Tier Law Firm by Best Lawyers, U.S. News & World Report 2020
- Executive Warner Partner Elected as Chair of Michigan West Coast Chamber of Commerce
- Warner Team Members to Participate in Leadership Programs
- Warner Attorneys to Participate in Leadership Programs
- Fifteen Warner Partners Named Lawyers of the Year
- 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
- Warner Partner Appointed to Two ACTEC Committees
- Warner, Law Students, Local Bar Associations Draft Wills for Veterans
- Warner Names Eight Attorneys as Partners
- 17 Warner Attorneys Rated 2019 Top Lawyer by DBusiness
- Warner Ranked Top-Tier Law Firm by Best Lawyers, U.S. News & World Report
- Two Warner Partners Named to Grand Rapids Business Journal’s 40 Under 40 List
- Warner Welcomes Catherine H. Jacobs
- 27 Warner Attorneys Named to Rising Stars List by Michigan Super Lawyers Magazine
- 24 Warner Attorneys Recognized as Top Women Lawyers by Michigan Super Lawyers Magazine
- 58 Warner Attorneys Recognized by Michigan Super Lawyers Magazine
- Three Warner Attorneys Recognized as Top Lawyers by Michigan Super Lawyers Magazine
- Your estate may not be as complex as Aretha Franklin, but you still need a will
- Experienced Tax and Estate Planning Attorney Joins Warner
- Sara A. Nicholson Joins Warner
- One Hundred Warner Attorneys Rated Best Lawyers in America
- Michigan Lawyers Weekly Honors Jennifer L. Remondino in 2018 Leading “Women in the Law”
- Jennifer L. Remondino Named Treasurer of Lakeshore Advantage
- Warner Names New Executive Partner at Muskegon Office
- Warner Partners Earn Top Writing Honors at Family Office Exchange Fall Forum
- Two Warner Partners Author Chapters of Michigan Probate Litigation
- Warner Ranked Top Estate Planning Firm in West Michigan
- Warner Again Ranked One of Michigan’s Top Firms in Chambers High Net Worth Guide
- Warner Moved to New Offices in Holland
- Warner Partner Elected Treasurer of State Bar Probate Section
- 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 Partners Named to New Leadership Roles
- Warner Names Five Attorneys as Partners
- Warner Ranked Top-Tier Law Firm by Best Lawyers, U.S. News & World Report
- Three Warner Partners Elected to Michigan State Bar Leadership Positions
- Fourteen Warner Attorneys Named Lawyers of the Year
- Warner Ranked One of Michigan’s Top Firms in First Chambers High Net Worth Guide
- Warner Partner David J. Klippert Named to Bay Area Community Foundation Board of Trustees
- Warner Partner Mark K. Harder to Serve as Chair Elect of Community Foundation of the Holland/Zeeland Area
- Warner Attorneys Co-Author Updated Edition of Commentary on the Estates and Protected Individuals Code
- Top Saginaw Business Attorneys Join Warner
- Warner Partner Authors Commentary on Michigan Uniform Principal and Income Act
- Susan Gell Meyers Honored by Michigan Lawyers Weekly as One of the Leading “Women in the Law”
- Laura Morris to Discuss Financial Elder Abuse at Conference
- Two Warner Attorneys Co-Author New Edition of Commentary on the Estates and Protected Individuals Code
- Warner Attorney Daniel W. Borst Will Discuss Estate Planning During Money Smart Week
- Warner Names Practice and Industry Group Chairs
- Remondino to speak at Women in Defense Annual Forum
- Jim Steffel Presents 2015 Estate Planning Update
- Estate Planning Focus – Spring 2022
- New FDIC Rule for Insurance Coverage of Accounts Owned by Trusts
- New Michigan Law Should Create Federal Tax Savings for Pass-through Entity Owners
- To Trust or Not to Trust – That is the Question!
- Updated IRS Life Expectancy Tables Affect Retirement Calculations
- Attorney Spotlight: Merica Dobry
- What 2021 Tax Changes Could Mean For You
- The New Rules for Florida Trusts Are Here
- Planning Lessons from COVID-19
- Estate Planning Focus – Fall 2021
- Attorney Spotlight – James Steffel
- 5 Medicaid Myths – Busted
- Warner Partner Beth O’Laughlin Explains What Tax Reform May Mean For You
- Tips to help you avoid ID theft after loved one’s death
- Governor Whitmer Signs Remote Signature and Notarization Legislation
- Medicare Open Enrollment ─ Making Smart Choices for Rehabilitation Stays
- Nursing Home Medicaid Qualification Doesn’t End with an Approval of Benefits
- Attorney Spotlight: David Skidmore
- 10 Ways to Reduce the Risk of Probate Litigation
- Year-End Estate and Tax Planning for an Election Year
- 10 Steps for Avoiding Identity Theft after the Death of a Loved One
- Estate Planning Focus – Fall 2020
- 6 Questions to Ask When Buying Long Term Care Insurance
- Attorney Spotlight: Frank Henke
- What Does the CARES Act Mean for Retirement Plans?
- 10 Estate and Tax Planning Ideas for a Depressed Market
- Estate Planning Focus – Summer 2020
- New Charitable Contribution Opportunities Under the CARES Act
- Warner Helps You Navigate “Business As Anything But Usual”
- New Charitable Contribution Opportunities Under the CARES Act
- Attorney Spotlight – Beth O’Laughlin
- The SECURE Act Provides Less Security for Beneficiaries
- 5 Tax-efficient IRA Planning Options under the SECURE Act
- Should I Convert My IRA to a Roth IRA?
- Planning for Disabled Beneficiaries under the SECURE Act
- Estate Planning Focus – Winter 2020
- Important Changes to Court Rules
- Mediation in Probate Court
- Big Office Move—Meet the New Warner Building
- Probate Litigation – Winter 2020
- The SECURE Act’s Significant Impact on Beneficiaries
- October Brought National Estate Planning Awareness Week
- Did You Hear? Honors, Awards & Accolades
- Attorney Spotlight – William Lentine
- Can My Estate Plan Benefit from Opportunity Zone Investment?
- Florida Property can Provide Pain for Your Heirs Without Proper Planning
- Uncapping Your Property Taxes Can Be a Costly Estate Planning Mistake
- Estate Planning Focus – Fall 2019
- Attorney Spotlight: Sara Nicholson
- Lessons from the 2018 Tax Season
- Do I Need to Keep This Piece of Paper?
- Estate Planning Focus – Summer 2019
- Attorney Spotlight: Catherine Jacobs
- Make a New Year’s Resolution for Your Estate Plan
- Who Gets Your Life Insurance Money After You Die?
- What is Elder Law?
- Estate Planning With Cryptocurrency Requires a Proactive Approach
- Estate Planning Focus – Winter 2019
- Cell Phone Wills?!
- Surviving Spouse: Till Death Do Us Part — Or Not
- Undue Influence Claims—Getting Harder to Win
- Probate Litigation – Winter 2019
- IRS Notice Clarifies Treatment of Customer Business Meals
- Who Can I Trust to Be My Trustee?
- Oh, the Places They’ll Go Now, with a 529 Plan!
- New Michigan Laws Guard Against False Property Tax Exemption Claims
- Attorney Spotlight: Mark Harder
- Estate Planning Focus – Spring 2018
- Education & Commendations – Spring 2018
- The New Rules
- It’s Time to Review Your Estate Plan
- How Everyone Can Benefit From Tax Reform
- Plan Now—The Window of Opportunity May Disappear
- Why You Should Review Your Tax Structure
- The Good, The Bad and The Ugly of Tax Reform
- Estate Planning Focus – Winter 2018
- Motivating Your Heirs: Incentive Trusts and Ethical Wills
- How Planning for the Division of Personal Property May Prevent Family Disputes
- Attorney Spotlight: Mi-Hae Kim
- Estate Planning Focus – Fall 2017
- Sibling Agreements Without Counsel
- What We Do
- Family Caregiver Disputes
- Community Involvement
- Probate Litigation Newsletter – Fall 2017
- What Will Happen to Your Social Media Accounts if You Die?
- Attorney Spotlight: Laura Jeltema
- References, Tools and Techniques: Exploring Warner’s Trusts and Estates Webpage
- Estate Planning Focus – Summer 2017
- Domestic Asset Protection Trusts Come to Michigan
- Where Does Estate Tax Repeal Fit Into the Trump Administration’s Agenda?
- Elimination of Michigan Dower Rights
- Introducing Michigan’s New Asset Protection Trust
- Attorney Spotlight: Jennifer Remondino, Estate Planning Attorney
- Personal and Family Events That May Require Updates to Estate Planning Documents
- Estate Planning Focus – Winter 2017
- Disability Planning: Where Do Conservators and Guardians Fit In?
- Avoiding Probate Does Not Equal Avoiding Inheritance Disputes
- The Settling of Decedent Estates
- Attorney Spotlight: David Klippert, Business Attorney
- Estate Planning Focus – Winter 2016
- Information for My/Our Family
- Michigan continues to modernize trust laws, authorizes Domestic Asset Protection Trusts
- Halting Elder Abuse: Know Your Options
- Not All Mental Capacity is Created Equal
- Agents Beware: Risks of Serving as a Power of Attorney
- Probate Litigation Newsletter – Fall 2016
- Proposed IRS Valuation Regulations Create Narrow Window to Transfer Business Interests on Favorable Basis
- Prince’s Death: A Lesson on the Importance of Estate Planning
- Finish Your Estate Plan: Ensuring Consistency with Your Property Ownership and Your Plan
- Attorney Spotlight: Laura E. Morris Inheritance Dispute Attorney
- New Law Provides Greater Flexibility and Certainty in Your Funeral Arrangements
- What You Need to Know About Adding a Child to Your Bank Account
- Estate Planning Focus – Summer 2016
- How to Prepare Your Business for Sale
- Pre-Business Sale Planning Offers Opportunities
- Attorney Spotlight: Daniel Borst
- Are ABLE Accounts the Answer for Those with Disabilities?
- Two Tax Acts You Need to Know About
- Estate Planning Focus – Spring 2016
- The Probate Exception to Federal Diversity Jurisdiction
- Avoiding Common Estate Planning Mistakes
- Serving as an Amateur Fiduciary is Risky – Legally and Financially
- Estate Planning Focus – Winter 2015
- Warner Resurrects Exemption for Homeowner Transfer Tax
- Implications for Employers and Individuals as a Result of U.S. Supreme Court Ruling on Obergefell v Hodges
- Consider a “bird in the hand” approach for transferring business interests to family now rather than later
- Final Portability Regulations Released
- 15 Years of MCL 700.2503 and “Writings Intended as Wills”
- It’s a Family (Owned Business) Affair — For the Love of Your Family, Plan Wisely for Your CEO’s Successor
- Doctor’s Bestselling Book Calls for a New Approach to End-of-Life Care
- Married Without Children: You Still Need an Estate Plan
- Estate Planning Focus – Spring 2015
- Estate Planning Tip: Disturbing Decision by Michigan Court of Appeals Regarding In-Home Care
- Estate Planning Tip: 2015 IRS Annual Tax Threshold Adjustments