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 attorneys provide the following full range of services:
Wills and Trusts
Durable Powers of Attorney
Patient Advocate Designations
Living Wills
- Spousal support (alimony)
Tax Planning
Medicaid Planning
Charitable Giving
Probate Avoidance
Dynasty Trusts
Closely Held Business Planning
Trust Funding
Asset Protection
IRAs including Payments to Trusts
Our 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.
Berry Moorman P.C.
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We take into account the client’s long-term needs as they relate to other areas of law such as business, real estate, tax, corporate, pension, probate and estate planning and serve each client with skilled, aggressive, and creative legal representation that responds to the unique requirements of each case. The client comes first, and we are committed to working towards a fair and equitable conclusion to the proceedings.
Meet Our Attorneys
David M Foy
Attorney
Sandro DiMercurio
Attorney
David M Foy
Attorney
Sandro DiMercurio
Attorney
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