Tag Archive: Estate Planning

Redo your estate plan before you remarry

“If you are getting remarried, you obviously want to celebrate, but it is also important to focus on less exciting matters like redoing your estate plan. You may have created an estate plan during your first marriage, but this time it will probably be more complicated–especially if you have children from your first marriage or…

Attended the 2-day 52nd Annual Probate and Estate Planning Seminar

Day 1 (Friday, June 15, 2012) 1.  Probate and Trust Law Update 2.  Cutting through the Klooster Clutter:  Joint Property and Uncapping 3.  Estate Planning and Investments 4.  Landscape in Lansing and Recent Legislation and Probate and Estate Planners 5.  Michigan Trust Code Update 6.  Fixing Broken Trusts:  Reformation, Construction, Amendments, and Decanting 7.  Medicaid…

Attended seminar: Special Needs Trusts

Today I attended a seminar regarding trusts, specifically, using special needs trust for an individual with a disability.

Arcane legal theory used in Michigan inheritance issue

The Rule Against Perpetuities is every law student’s nightmare. Dating back hundreds of years, the Rule is meant to prevent an estate proceeding from dragging on endlessly, requiring a property interest conveyed in a will to vest, if at all, within 21 years of the death of individuals already in existence at the time of…

Elderlaw & Disability Conference

On friday march 4 I attended the ninth annual elder law & disability conference. Lots of good info on medicaid, healthcare, and other important topics.

Article illustrates the danger of joint ownership: son’s creditors took his mother’s life savings

Many, many people use joint ownership as a cheap, do-it-yourself method to avoid probate or hiring an attorney to draft an estate plan. Unfortunately, it often has consequences that may not be apparent until it’s too late. For example, joint ownership can expose both parties to claims from one of the owner’s creditors, which is…

Palliative Care Helps Improve Quality of Life for Sick Patients

“Integrating palliative care early in the treatment of patients with advanced lung cancer not only improved their mood and quality of life, it also extended their lives.” That’s the finding of a new medical study. Palliative care is an important consideration for end of life care and should be among the options considered in durable…

1 in 4 elderly need care decisions made for them

By STEPHANIE NANO (AP) NEW YORK — A significant number of the elderly — more than one in four — will eventually need someone to make end-of-life decisions about their medical care, a new study suggests. The results illustrate the value of people making their wishes known in a living will and designating someone to…

My latest article

My latest article “Estate Planning Overview: Wills and Trusts, What You Need to Know” was just published in a local magazine.  The link to the article is http://www.cosozo.com/newsletter_pages/2010/january_10/05_estate_planning_overview_wills_and_trusts_what_you_need_to_know.php

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