Berry Moorman

Estate Planning, Administration and Asset Protection

Estate Planning, Administration and Asset Protection

Berry Moorman’s Michigan estate planning attorneys provide a full range of estate planning services to accomplish our clients’ wishes, protect their family and minimize tax consequences. Our services include the preparation of wills, revocable and irrevocable trusts, generation-skipping trusts (dynasty trusts) and charitable trusts as well as 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 regulatory claims, for example, by reason of environmental contamination. Sometimes protection can be achieved through routine estate planning principals. We have also established “off shore” asset protection trusts for our clients and successfully defended the trust assets from these types of claims.

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 services include:

  • 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

Related Publications

Marital Agreements in Michigan – Useful Tools In A World of Until Divorce or “Debt” Do Us Part by John J. Schrot Jr. (March 2011)

Planning In Times of Uncertainty: Year-End Opportunities to Minimize Future Estate, Gift, and GST Tax by Dennis M. Mitzel (December 2010)

The Importance of Trust Funding by Louise L. Labadie and Richard R. Zmijewski (August 2010)

Protecting Your Client’s Business in Divorce by John J. Schrot Jr. (June 2010)

2008 Recovery Act: Required Minimum Distributions Suspended and Changes to Rollover Rules by Richard R. Zmijewski (January 2009)

Recent Bailout Extends Tax Breaks when using your IRA for Charitable Contributions by Louise L. Labadie (November 2008)

Post 9/11 Asset Protection Planning by Randolph M. Wright (September 2008)

Is It Time To Update Your Estate Plan? by Dennis M. Mitzel (May 2007)

Generation Skipping Transfer Tax: Some Basic Questions Answered by Patrice M. Ticknor (May 2007)