Attorneys & Counselors
Bloomfield Hills, Michigan t 248 540 2300 f 248 645 2690
Attorneys
Estate Planning
People who accomplish great things value others. We know. We’ve worked with many of them to plan their estates so their care continues in the lives of their families, loved ones, even the communities and institutions that have helped them succeed.
Sensitive to what you say
Some attorneys follow established patterns in estate planning. We don’t. We listen to you with a purpose, your purpose, always in mind. We ask the right questions to help you articulate exactly what you want to accomplish.
Tailoring to your needs
As a result, you get what you want (a plan that reflects your purpose) and what you need (a plan that makes sure it happens). We can do that because we keep current on all of the best ways to shape a plan for your situation by regularly teaching the subject in law school.
More Information
We continue to build on our significant experience in addressing all aspects of estate planning and trust administration. Our capabilities include
- Establishing a plan that reflects your personal and financial objectives during your lifetime and after
- Incorporating provisions for special family needs, such as providing for a developmentally disabled child or addressing the needs of a second marriage or pending divorce
- Preparing wills, trusts, powers of attorney, living wills, irrevocable trusts, or other documents to implement the plan
- Developing approaches that avoid probate and, when necessary, prepare probate court filings and handle probate court proceedings
- Analyzing the tax burden on your survivors and reducing it through creative tax strategies
- Structuring the ownership of various assets to save taxes and ensure a disposition that conforms to your plan
- Establishing a succession plan for a family business
- Exploring the feasibility and tax consequences for charitable giving
Working with your accountant to prepare tax returns and handle any audits of income tax returns for the estate
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