Estate planning is more than just preparing a will or a trust. We investigate all possible avenues to help you transfer your estate to your intended beneficiaries. This often involves sophisticated tax and charitable gift planning. It might also include developing a lifetime gifting program for your children, or figuring out the best way to set up a college fund for the grandchildren. Sometimes we are asked to devise a creative method of avoiding probate, in a cost-effective manner, or to assist with Medicaid eligibility.

Whatever the strategy, the diligent attorneys of Cunningham Dalman’s Estate Planning, Wills & Trusts Practice Group in Holland, Michigan work closely with you to attain your goals.

Understand the choices

We advise clients on ways to minimize real property tax consequences of a transfer of wealth from one generation to the next. In doing this, we make sure that you fully understand the many choices, and advise you about the alternatives that will enable you to secure the future of your loved ones.

Estate planning includes the following areas:

  • Wills
  • Durable powers of attorney for financial affairs
  • Durable powers of attorney for medical decision making
  • Special Needs trusts for individual family members
  • Living wills
  • Revocable living trusts
  • Irrevocable trusts
  • Life Insurance trusts
  • Gift planning
  • Succession planning for closely-held businesses
  • Charitable and planned giving
  • Private foundations and alternative options
  • Family cottage LLCs; trusts and tenancy-in-common agreements

 

We administer trusts and estates

In addition to planning for estate distribution, our attorneys and staff are skilled administrators of trusts and estates. While many estate plans do not require Probate Court proceedings, when this does occur, the attorneys and staff of our Estate Planning, Wills & Trusts Practice Group pursue the best possible outcomes. We have extensive experience in handling estate administration issues in Holland and elsewhere across the state of Michigan.

We advise individual and corporate fiduciaries on all aspects of estate and trust administration, including:

  • Probating estates
  • Complying with the requirements of the Probate Code
  • Dealing with creditors of the estate
  • Negotiating and handling the disposition of assets in the estate or trust, which may include real estate and business enterprises
  • Distributing estate and trust assets
  • Providing guidance on income and estate tax issues
  • Opening and administration of estates, either with or without a will (testate or intestate)
  • Personal representative (“PR”) representation
  • Executor representation
  • Trustee representation