Trusts and Estates

For your FUTURE

The Estate Planning, Trust, and Probate attorneys in our Traverse City, Grand Rapids, and Ann Arbor offices are driven by a simple acknowledgement: We know you work hard to reach your financial goals and provide for your loved ones, so we work just as hard to ensure your estate plans effectively transfer your property to your beneficiaries – with the least amount of tax and turmoil.

Whether your wealth is individually held or is part of a family business, we’ll help you decide how best to transfer assets to maximize the benefit to the individuals or organization receiving them.

For instance, we:

  • Prepare wills, trusts, durable powers of attorney, living wills, health care proxies, and related documents.
  • Advise clients on ways to minimize estate and gift taxes upon the transfer of assets.
  • Focus on medicaid planning, and other long-term care planning for the elderly and disabled, including medicaid appeals, housing, and veterans benefits.
  • Show clients ways to reduce capital gains taxes and discuss how best to address unique family situations.
  • Ensure clients’ estates will be probated promptly and efficiently in accordance with their wishes.

Notably, our firm is ranked "#1 in Traverse City in Trusts and Estates" by The Best Lawyers in America.  With expert estate planning advice and a sincere desire to establish lasting relationships, we can serve clients changing needs over time.

 

 
Name Title Office Phone VCard Email
George F. Bearup Attorney Traverse City 231.486.4510
Joseph E. Belsito Attorney Grand Rapids 616.458.2490
James G. Black Attorney Grand Rapids 616.458.4253
Stephen C. Chambers Of Counsel Traverse City 231.486.4546
Lindsay M. Cummings Attorney Traverse City 231.486.4547
Ellen A. Fred Of Counsel Traverse City 231.486.4558
Scott D. Harvey Attorney Traverse City 231.486.4545
Charles B. Judson Attorney Traverse City 231.929.4878
Gregory R. Kish Attorney Traverse City 231.486.4557
Michael D. Lewis Of Counsel Traverse City 231.486.4553
Jeffrey J. McManus Of Counsel Traverse City 231.486.4554
Kirk W. Morgan Attorney Grand Rapids 616.458.3319
Robert W. Parker Attorney Traverse City 231.486.4504
Robert M. Suarez Attorney Grand Rapids 616.458.3620
Patrick J. Wilson Of Counsel Traverse City 231.486.4541
Jeffrey R. Wonacott Attorney Traverse City 231.486.4509
Top-listed in Best Lawyers