Melvindale Estate Planning Lawyer, Michigan

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Includes: Gift Taxation

Kelly L. Leimback

Criminal, Estate Planning, Family Law, Litigation
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

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Robert J. Burger

Other, Estate Planning, Criminal, Bankruptcy & Debt
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  37 Years

Jane Frances Rusin

Estate Planning, Estate, Consumer Bankruptcy, Bankruptcy & Debt
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

Scott Douglas Murdoch

Estate Planning, Employee Rights, Family Law, Consumer Bankruptcy
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           

John L. Mcwilliams

Estate Planning, Sexual Harassment, Family Law, Divorce & Family Law, Criminal
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  54 Years

Peter C. Kenney

Other, Trusts, Estate Planning, Employee Rights, Commercial Real Estate
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  49 Years

James W. Orlowski

Biotechnology, Estate Planning, Labor Law, Business
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  33 Years

Eric J. Girdler

Tax, Gift Taxation
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  33 Years

Kevin Michael Gilhool

Elder Law, Family Law, Estate Planning, Social Security
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  34 Years

Kimberly Ann Grover

Estate Planning, Family Law, Divorce & Family Law, Civil & Human Rights
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  14 Years

Free Help: Use This Form or Call 800-814-6700

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LEGAL TERMS

FAMILY POT TRUST

See pot trust.

ANCILLARY PROBATE

A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are... (more...)
A probate proceeding conducted in a different state from the one the deceased person resided in at the time of death. Usually, ancillary probate proceedings are necessary if the deceased person owned real estate in another state.

INTESTATE SUCCESSION

The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest s... (more...)
The method by which property is distributed when a person dies without a valid will. Each state's law provides that the property be distributed to the closest surviving relatives. In most states, the surviving spouse, children, parents, siblings, nieces and nephews, and next of kin inherit, in that order.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)
A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

RESIDUARY BENEFICIARY

A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leav... (more...)
A person who receives any property by a will or trust that is not specifically left to another designated beneficiary. For example, if Antonio makes a will leaving his home to Edwina and the remainder of his property to Elmo, then Elmo is the residuary beneficiary.

SPECIAL ADMINISTRATOR

(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a spe... (more...)
(1) In the law of wills and estates, a person appointed by the court to take charge of only a designated portion of an estate during probate. For example, a special administrator with particular expertise on art might be appointed to oversee the probate of a wealthy person's art collection, but not the entire estate. (2) A person appointed to be responsible for a deceased person's property for a limited time or during an emergency, such as a challenge to the will or to the qualifications of the named executor. In such cases, the special administrator's duty is to maintain and preserve the estate, not necessarily to take control of the probate process

SPENDTHRIFT TRUST

A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the benefi... (more...)
A trust created for a beneficiary the grantor considers irresponsible about money. The trustee keeps control of the trust income, doling out money to the beneficiary as needed, and sometimes paying third parties (creditors, for example) on the beneficiary's behalf, bypassing the beneficiary completely. Spendthrift trusts typically contain a provision prohibiting creditors from seizing the trust fund to satisfy the beneficiary's debts. These trusts are legal in most states, even though creditors hate them.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

SAMPLE LEGAL CASES

IN RE ESTATE OF SOUTHWORTH

... Margaret Noe. In February 2005, the decedent consulted Noe for estate planning advice. The ... estate plan. The representative offered to meet with the decedent and answer any questions regarding estate planning and the college. Despite ...

IN RE HAYES

... In addition, the survivor may amend or revoke the trust." [Brief at 8, citing Michigan Estate Planning Handbook (Carol J. Karr ed., ICLE 2d ed, 2006), ch 22, § 22.4.]. ... [Michigan Estate Planning Handbook (Carol J. Karr ed., ICLE 2d ed, 2006), ch 22, § 22.4.]. ...

Charfoos v. Schultz

... including trust documents, as in this case. Bullis v Downes, 240 Mich App 462, 468; 612 NW2d 435 (2000) (no distinction made among varieties of modern estate planning tools). Here, the trial court prohibited plaintiffs from ...

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