ESTATE PLANNING, ADMINISTRATION & ASSET PROTECTION

 

ESTATE PLANNING, ADMINISTRATION & ASSET PROTECTION

 


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

Our Ann Arbor, Birmingham, and Detroit estate planning attorneys take pride in our long tradition of a strong and active practice in the areas of probate and trust administration.

Our ability to carry out the wishes of decedents and trust grantors, together with our sensitivity to the needs of heirs and beneficiaries, has provided reassurance to several generations of our clients and their families.

Our Estate Planning Attorneys


Donald F. Carney, Jr.
SR. ATTORNEY

BIRMINGHAM OFFICE 
Tel: (248) 645-9680
Fax: (248) 645-1233

Harvey B. Wallace
SHAREHOLDER

DETROIT OFFICE 
Ph: (313) 496-1200
Fax: (313) 496-1300

Timothy E. Harden
Associate

BIRMINGHAM OFFICE 
Tel: (248) 645-9680
Fax: (248) 645-1233

Patrice M. Ticknor
ASSOCIATE

DETROIT OFFICE 
Ph: (313) 496-1200
Fax: (313) 496-1300

George H. Runstadler III
Shareholder

BIRMINGHAM OFFICE 
Tel: (248) 645-9680
Fax: (248) 645-1233


FIRM OFFICES

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