ESTATE PLANNING, PROBATE & TRUST ADMINISTRATION

Our lawyers develop and implement estate plans that protect your assets. We provide comprehensive planning services for the full scope of estates—traditional, non-traditional, vast or modest—focusing on your financial, business and personal goals.

 

Specialization and Reach

We represent clients with varied income levels, estate sizes and professions including national and international business owners, physicians, farmers and retirees. Our services also extend to your family members, when needed.

Legal Expertise

Estate planning
  • Wills
  • Testamentary trusts
  • Durable Powers of Attorney for financial and medical purposes
  • Probate avoidance
  • Estate tax reduction
  • Protection of assets from creditors
  • Planned charitable giving
  • Business succession planning
  • Family Limited Partnerships and Limited Liability Companies
  • Premarital and postmarital agreements
  • Gift planning
  • Special needs trusts
Medicaid planning and elder law
  • Long-term care planning
  • Medicaid
  • Elder abuse, neglect and financial exploitation
  • Discussing investment or transfer of asset strategies
  • Filing guardianships and conservatorships
  • Assisting clients with spend down
  • Assistance with Medicaid application
  • Assistance with annual review of assets
Trust and estate administration and probate
  • Administer decedent’s estates of all sizes and types
  • Handle will and trust contests, claims against estates and probate disputes
  • Represent the parent or the minor in guardianships and conservatorships
  • Obtain protection order from the probate court to address specific problems involving minors or incapacitated individuals
Probate avoidance and administration
  • Titling assets to pass to heirs automatically
  • Utilizing trusts to transfer assets
Probate court litigation
  • Will contests
  • Probate disputes
  • Disputes among heirs
  • Disputes between trustees, guardians, conservators, or other fiduciaries and beneficiaries
Lifetime and post-death charitable giving
  • Charitable gift annuities
  • Charitable unitrusts and annuity trusts
  • Giving outright bequests
  • Utilizing tax-exempt entities:
    • Utilizing 501(c)(3) tax exempt public charities
    • Creating private family foundations
    • Charitable trusts
    • Other tax-exempt organizations
Tax planning and reporting
  • Minimizing estate and gift taxes
  • Avoiding generation-skipping transfers
  • Reducing tax burdens on survivors and beneficiaries
  • Preparing estate and gift tax returns
  • Coordinating efforts with income tax planning

RESOURCEFUL • DEVOTED • TRUSTED

Commanding and Simplifying Your Legal Complexities in Business and Real Estate

McSHANE & BOWIE IS LOCATED AT:

99 Monroe Avenue NW, Suite 1100, Grand Rapids, MI 49503

Street Address

McShane & Bowie, P.L.C.
99 Monroe Avenue NW, Suite 1100
Grand Rapids, MI 49503