Category: Trust Administration

How are jointly owned accounts distributed to beneficiaries?

Let’s talk about joint ownership of estate assets in Michigan. In particular, let’s talk about…

Some asset protection benefits of creating a Michigan trust

How can people in Michigan plan for the unfortunate but real possibility that their heirs…

Trust options in a new estate tax era

Estate tax laws have changed in the United States, and many Wayne County residents will…

Amicable end to 2008 Oakland County suit against trustee

The success or failure of a business corporation often depends on how smoothly the ownership…

Michigan church ordered to surrender endowment to school

Incorporating an endowment into an estate plan allows Michigan residents to lend financial support to…

Trustees asked to improve disabled beneficiaries’ lives

In many cases, trust beneficiaries are disabled, and Michigan residents who are in charge of…