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What Legal Rights Does a Trust Beneficiary Have?

At its most basic, a trust is a legal relationship between three parties: the grantor (also called the settlor or trustmaker), who creates the trust and funds it; the trustee, who is in charge of managing the trust and making distributions; and the b… Read More
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Planning for Your Elder Parent’s Alzheimer’s Care

If you’re a fan of the TV show “This is Us,” you have followed the trials and tribulations of the Pearson family through the years. As the series draws to a close, much of the focus is on matriarch Rebecca, who suffers from Alzheimer’s. The s… Read More
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What is a Holographic Will? (Why You Shouldn’t Create Your Own Estate Plan)

If you’re not familiar with the term “holographic will,” don’t feel bad. It’s not often heard outside of law school classrooms, and it’s just a legal term for a handwritten will that is signed by the person making it, who is called the te… Read More
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What is the Michigan State Real Estate Transfer Tax (SRETT) Refund Rule?

In Michigan, certain homeowners are eligible for a refund of the state real estate transfer tax (SRETT) when they sell their homes. Many homeowners are unaware of the availability of the SRETT refund, which means that they could be leaving hundreds o… Read More
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Probate Litigation

In Michigan, probate courts in each county handle specific types of cases, such as those regarding estates and trusts, guardianships and conservatorships, matters regarding developmentally disabled individuals, and the evaluation and care of individu… Read More
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Dual Cash Flow Issues: What to Do When One Spouse Goes to a Nursing Home

When most people think ahead to their retirement years, they tend to think of things they’ll do together: traveling, pursuing hobbies, volunteering. Even spouses with separate interests generally imagine that they will be living in the same househo… Read More
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Physical Abuse of Elders

Physical abuse is the intentional use of physical force to cause pain, illness, injury, distress, functional impairment, or death. While no one should be subject to abuse, physical elder abuse is especially disturbing. Many older people are frail or… Read More
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Schaaf v. Forbes: MI Case on a Trust's Authority to Convey Real Property

Michigan recognizes a number of ways to own property jointly. One of these is a “joint tenancy with rights of survivorship.” In essence, what this means is that two or more joint tenants own equal shares of the property that were granted to them… Read More
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What is the Financial Exploitation Prevention Act of Michigan?

Financial exploitation of vulnerable adults has always been a problem, in Michigan and elsewhere. Older adults may have considerable savings, and may be frail, isolated, or lonely, making them easy prey for the unscrupulous. In recent decades, the in… Read More
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What Are the Steps to Take as an Executor After a Loved One’s Death?

If you are reading this blog post, there is a good chance that you recently lost someone close to you. If that is the case, you have our condolences. We understand what a difficult time this is. If you are a family member serving as an executor of an… Read More
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