Berry Moorman’s Michigan estate planning attorneys provide a full range of estate planning services to accomplish our clients’ wishes, protect their families, and minimize tax consequences. Our services include the preparation of wills, revocable and irrevocable trusts, generation-skipping trusts (dynasty trusts) and charitable trusts. Our attorneys also provide advice on charitable and family gifting and custom-design programs for the transfer and protection of assets. Estate plans are designed to fit the specific circumstances of each client, including protecting retirement plan assets and planning for the transition of closely held businesses to the next generation. We design plans that are flexible to meet changing circumstances and to assure security to the clients and their loved ones. The personal and family objectives of the client are the keystone of our estate planning services. Our approach is best described as “creative but conservative.”

Occasionally a client may be concerned about future risk or liability. In this circumstance, a client’s business and personal affairs can be arranged so as to provide increased protection from potential threats. Future concerns could include claims made by third-party creditors or governmental regulators, for example, by reason of environmental contamination. Sometimes protection can be achieved through routine estate planning principles. We have also established “off shore” asset protection trusts for our clients and successfully defended trust assets from these types of claims.

OUR ESTATE PLANNING SERVICES:

• Wills
• Trusts
• Durable Powers of Attorney
• Patient Advocate Designations
• Living Wills
• Tax Planning
• Medicaid Planning
• Charitable Giving
• Probate Avoidance
• Dynasty Trusts
• Closely Held Business Planning
• Trust Funding
• Asset Protection
• IRAs including Payments to Trusts