Plainwell Estate Planning Lawyer, Michigan

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Michael J. Willis Lawyer

Michael J. Willis

VERIFIED *Status is reviewed annually. For latest information visit here
Bankruptcy & Debt, Wills & Probate, Contract, Elder Law, Estate Planning
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Michael Willis founded this firm with his brother, Shaun Patrick Willis. Their father, Hon. Frank D. Willis, is the probate judge for Van Buren Count... (more)

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Steven E. Burnham

Estate Planning, Estate, Elder Law, Civil & Human Rights
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  35 Years

Karen A. Mccarty

Real Estate, Trusts, Estate Planning, Family Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  41 Years

Michael Scott Vandenberg

Other, Real Estate, Government, Estate Planning
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  14 Years

James Mikel Mcewen

Traffic, Social Security, Estate Planning, Family Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  30 Years

Stephen L. Haslett

Social Security, Estate Planning, Estate, Family Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  53 Years

Daniel J. Veen

Estate Planning, Estate, Freedom of Religion
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  33 Years

William J. Liston

Income Tax, Trusts, Estate Planning, Family Law, Divorce & Family Law
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  39 Years

Frank D. Willis

Estate Planning, Family Law, Elder Law, Wrongful Death
Status:  In Good Standing *Status is reviewed annually. For latest information visit here           Licensed:  52 Years

Michael D. Holmes

Estate Planning, Guardianships & Conservatorships, Adoption, Elder Law
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Free Help: Use This Form or Call 800-814-6700

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LEGAL TERMS

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)
To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

FAMILY POT TRUST

See pot trust.

INHERIT

To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will... (more...)
To receive property from someone who has died. Traditionally, the word 'inherit' applied only when one received property from a relative who died without a will. Currently, however, the word is used whenever someone receives property from the estate of a deceased person.

FINAL BENEFICIARY

The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jan... (more...)
The person or institution designated to receive trust property upon the death of a life beneficiary. For example, Jim creates a trust through which his wife Jane receives income for the duration of her life. Their daughter, the final beneficiary, receives the trust principal after Jane's death.

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)
A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)
A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)
A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

AUGMENTED ESTATE

In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used on... (more...)
In general terms, an augmented estate consists of property owned by both a deceased person and his or her spouse. The concept of the augmented estate is used only in some states. Its value is calculated only if a surviving spouse declines whatever he or she was left by will and instead claims a share of the deceased spouse's estate. (This is called taking against the will.) The amount of this 'statutory share' or 'elective share' depends on state law.

FUNDING A TRUST

Transferring ownership of property to a trust.

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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