Services

Probate & Trust Administration

In addition to helping our clients with their estate planning, our firm has one of the largest estate administration practices in northwest Michigan. With compassion and professionalism, we help personal representatives and trustees carry out the final wishes of their loved ones. We help our clients handle  sensitive and complicated issues, including:

 

  • Estates with difficult and unusual assets (small businesses, oil and gas rights, etc.)
  • Business succession
  • Post-death tax planning
  • Defending or challenging the validity of a will or trust
  • Will and trust interpretation disputes
  • Testamentary capacity and undue influence
  • Divorced families and “blended families”
  • Omitted beneficiaries (family members “disinherited” or “written” out of an estate plan)
  • Administering intestate estates (the deceased did not leave a will)
  • Breach of fiduciary duty claims against a personal representative or trustee
  • Pursuing wrongful death claims on the behalf of the deceased and their surviving family members
  • Beneficiaries with disabilities or government entitlement issues