Michigan Probate Litigation Attorneys

Probate litigation in Michigan can be complex and nuanced. While every attempt is made to resolve issues out of court, it is often necessary to bring matters before the State. With more than 30 years of experience in Michigan probate courts, you can trust the probate litigation attorneys at Collens Estate Law.

Upon the death of a loved one, disputes among family members can arise unexpectedly. Experience tells us that it is best to attempt to resolve these conflicts prior to litigation. Unfortunately, sometimes litigation cannot be avoided.

In either case, the probate attorneys at Collens Estate Law, can help. We will work hard for resolution outside of trial, but we are just as skilled in obtaining favorable results if the matter advances to probate court.

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What is Probate Litigation?

Legal disputes that arise during the administration of estates, trusts, guardianships, and conservatorships are subject to probate litigation.

In many situations, these cases involve both large financial assets and personal family matters. According to the Michigan Supreme Court Administrative Office, these types of cases have increased in the last five years by 25%. The average time to resolve these cases falls between a year and two years.

Probate Disputes are commonly caused by: 

  • Mental capacity questions
  • Issues with trust administration
  • Family disagreements over inheritance
  • Contested guardianships
  • Allegations of elder abuse
  • Suspicion of financial exploitation

 

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What Types of Cases Require Litigation in Probate?

There are a number probate issues which may require going before the Michigan courts.

Will Contests and Trust Disputes

These types of probate litigation represent some of the most contentious disputes. However, the Michigan court system requires clear and convincing evidence before a will or trust can be overturned while protecting against fraud or exploitation in the process of honoring a person’s final wishes.

Grounds for Contesting a Will



Lack of Testamentary Capacity

In creating a will, Michigan Law requires:

  • An understanding of property and assets
  • Familiarity with natural heirs
  • A comprehension of the purpose of a will
  • Decisions about distribution must be rational

 

Undue Influence Claims

The Courts will examine several factors, including:

  • A deceased’s vulnerability
  • Any evidence of coercion
  • Any unusual changes of plans
  • Family isolation

 

Fraud Allegations

Some common types would include:

  • A misrepresentation of facts
  • Accusations of hidden assets
  • If false promises are made
  • If practices are seen as deceptive

 

Improper Eecution

Some Technical requirements could include:

  • The number of witnesses
  • Proper signatures be filed
  • Notarization is used when needed
  • Filing procedures administered properly
  • Amendments are valid

 

Trust Disputes

Trust disputes are often more complex than contests of wills. Michigan’s Trust Code lays out specific procedures for matter resolution in these cases while protecting party interests.
Key issues could include:

  • Disagreement interpretation
  • Disputes over distribution
  • Requests to remove a trustee
  • An investment decision
  • Challenges to accounting
  • Any modification need

Breach of Fiduciary Duty

Claims against trustees, personal representatives or estate managers who do not meet their legal duties may be subject to a Fiduciary litigation. These roles have strict legal standards imposed by Michigan law.

Breach of Duty Claims:

  • Conflict of interest
  • Losses on investments
  • Missing assets
  • Self-dealing allegations
  • Cases of improper distributions

Personal Representative Disputes:

  • Proceedings for removal
  • Disputes over fees
  • Issues with Accounting practices
  • Conflicts existing with asset management
  • Challenges with appointment

Guardianship and Conservatorship Matters

These protective proceedings require a delicate balance between preserving individual rights and ensuring the care needed. The Michigan courts prefer limited arrangements to maintain independence.

Key aspects include:

  • Contested appointments
  • Emergency intervention
  • Capacity evaluations
  • Annual accountings
  • All modification requests
  • Decisions on care
  • Protection of rights

Elder Law Disputes

Often involving the protection of vulnerable adults from exploitation. Elder law litigation also respects their independence. These cases also can frequently overlap with other matters in probate.

  • Financial exploitation
  • Healthcare rights
  • Quality of facility care
  • Appeals of benefits
  • Medical or health decisions
  • Consumer protection

Wrongful Death

Refers to a legal claim a surviving family member(s) files on behalf of a deceased family member against another party.

Those claims can conclude that the deceased’s death was caused by negligence and/or the wrongful actions of a party.

The wrongful death claim is a civil suit allowing the family to seek compensation from the probate court where the deceased’s estate is administered for any losses.

Key points:

  • Occurs when a person dies due to recklessness, intentional misconduct of another party or negligence
  • Though the wrongful death suit claim is a civil suit, it still needs to be brought in front of a probate court
  • A wrongful death claim can be filed by surviving family members of the deceased or a personal representative of the estate
  • Medical expenses, loss of income, pain and suffering and loss of companionship can all be claimed by surviving family members for compensation
  • Claims can involve a car accident due to negligence of the other driver, medical malpractice due to a fatal mistake by a healthcare professional, or a workplace accident where safety protocols were not followed.
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Common Causes for Litigation in Probate

Family Dynamics

Contentious family relationships are often the cause of probate disputes. Understanding these dynamics will help to prevent and resolve conflicts effectively.

Contributing factors:

  • Sibling rivalries
  • Tensions involving blended families
  • Historical conflicts
  • Failures in communication
  • Resentment over caregiver(s)
  • Expectations of inheritance levels

Financial Complications

Complex financial situations frequently trigger litigation. Professional evaluation often helps resolve these disputes.

Common issues:

  • Asset valuation disputes
  • Missing property claims
  • Debt allocation
  • Creditor conflicts
  • Tax controversies
  • Investment losses

Mental Capacity and Undue Influence Issues

Carefully evaluating medical evidence and circumstantial proof are needed to answer questions about mental capacity and undue influence.

Some key considerations:

  • Documentation of medical records
  • Testimony from a witness
  • Medical documentation
  • Evaluations from experts
  • Defined decision-making patterns
  • Behavioral changes

 

 

Professional Liability

All professionals engaged in estate matters face potential liability for and mistakes or misconduct. Michigan courts hold these practitioners to high liability standards, especially in the areas of :

Areas of liability:

  • Attorney malpractice
  • Errors in healthcare
  • Failures in documentation
  • Misconduct by advisors
  • Documentation failures

 

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When to Seek Legal Counsel

Warning Signs

Early recognition of potential problems helps prevent escalation and protect rights.

Watch for:

  • Irregularities in documentation
  • Family conflicts
  • Any missing assets
  • Deadline pressures
  • Any suspicious changes
  • Complex situations

Legal Representation Benefits

Obtaining experienced professional legal help, like Collens Estate Law, can provide you with some significant advantages in probate litigation.

Some of the key benefits:

  • Strategic planning
  • Seasoned negotiation skills
  • Preservation of evidence Negotiation skills
  • Trial experience
  • Risk management

 

Prevention Strategies

Strategies that prevent probate litigation will save you time and money and potentially heal relationships. Reducing litigation risks requires careful and skillful planning and communication.

Our Best practices:

  • Clearly presented estate planning
  • Regular family discussions
  • Continual updates
  • A detailed account of records
  • Professional advice
  • Detailed records

 

Legal Process Overview

To fully manage your expectations and prepare thoroughly and effectively for your case, you need a full understanding of the legal process.

Key stages include:

  • The Initial filing
  • Motion PracticeDiscovery phase
  • The appeals process
  • Efforts to engage in mediation
  • Preparation for trial

Associated Costs and Considerations

You can expect significant costs, which will vary depending on the complexity of the case and its duration.

Typical expenses include:

  • Attorney fees
  • Expert witnesses
  • Court costs
  • Document preparation
  • Investigation expenses

Successfully navigating probate litigation requires understanding legal requirements, family dynamics, and available resources. Early intervention and professional guidance often lead to better outcomes.

Key takeaways:

  • Obtain early legal advice
  • Preserve all evidence
  • Maintain consistent communication
  • Consider mediation if necessary
  • Document everything

We advise you call Collens Estate Law for any assistance with probate litigation matters.

 

Schedule a Free Consultation





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    Experience You Can Trust
    The probate attorneys at Collens Estate Law have more than 30 years experience litigating probate matters Wayne, Oakland, Macomb, Livingston, Monroe, Washtenaw, and St. Clair Counties.
    Contact us today for a free consultation.
    (248) 545-2500