Calhoun County, MI Estate Planning Lawyers, page 2

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Tricia Terry
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Marrs & Terry, PLLC
6553 Jackson Road Ann Arbor, MI 48103Â» view map
Estate, Criminal Defense, Estate
Personalized, Efficient Counsel

Marrs & Terry, PLLC have been helping individuals face a variety of legal challenges, including bankruptcy, estate planning and administration, and family law.

800-862-7221
1. Tricia Terry Ann Arbor, MI
  Attorney at Law- MI, 1999
  Thomas M. Cooley Law School, J.D.
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Includes: Gift Taxation

Ronald J. Degraw

Real Estate, Gift Taxation, Native People, Business

Status: In Good Standing Licensed: 65 Years

CONTACT

203 E Michigan Ave, Marshall, MI 49068

Michael B. Walling

Estate Planning, Elder Law, Civil & Human Rights, Bankruptcy & Debt

Status: In Good Standing Licensed: 28 Years

CONTACT

4625 Beckley Rd, Battle Creek, MI 49015

Michael L. Lind

Litigation, Estate Planning, Family Law, Criminal

Status: In Good Standing Licensed: 24 Years

CONTACT

2 Michigan Ave W, Battle Creek, MI 49017

David J. Degraw

Health Care Other, Gift Taxation, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

203 E Michigan Ave, Marshall, MI 49068

Stephen L. Simons

Real Estate, Estate Planning, Elder Law, Business

Status: In Good Standing Licensed: 43 Years

CONTACT

1 Michigan Ave W, Battle Creek, MI 49017

Marcel C. Stoetzel

Administrative Law, Gift Taxation, Tax

Status: In Good Standing Licensed: 21 Years

CONTACT

10 Division St N, Battle Creek, MI 49014

Stacey Murphy Lott

Estate Planning, Estate, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 19 Years

CONTACT

130 Columbia Ave E, Battle Creek, MI 49015

Phillip E. Harter

Pharmaceutical Product, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 50 Years

CONTACT

395 S Shore Dr, Battle Creek, MI 49014

Linda J. Kellum

Social Security, Estate Planning, Elder Law, Civil & Human Rights

Status: In Good Standing Licensed: 17 Years

CONTACT

123 Territorial Rd W, Battle Creek, MI 49015

Michael C. Jordan

Health Care Other, Social Security, Estate Planning, Family Law

Status: In Good Standing Licensed: 53 Years

CONTACT

Battle Creek, MI 49016

800-923-0641

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LEGAL TERMS

SPECIFIC BEQUEST

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequ... (more...)

A specific item of property that is left to a named beneficiary under a will. If the person who made the will no longer owns the property when he dies, the bequest fails. In other words, the beneficiary cannot substitute a similar item in the estate. Example: If John leaves his 1954 Mercedes to Patti, and when John dies the 1954 Mercedes is long gone, Patti doesn't receive John's current car or the cash equivalent of the Mercedes. See ademption.

CHARITABLE TRUST

Any trust designed to make a substantial gift to a charity and also achieve income and estate tax savings for the person who creates the trust (the grantor).

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

EXECUTOR

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's... (more...)

The person named in a will to handle the property of someone who has died. The executor collects the property, pays debts and taxes, and then distributes what's left, as specified in the will. The executor also handles any probate court proceedings and notifies people and organizations of the death. Also called personal representatives.

ABSTRACT OF TRUST

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract... (more...)

A condensed version of a living trust document, which leaves out details of what is in the trust and the identity of the beneficiaries. You can show an abstract of trust to a financial organization or other institution to prove that you have established a valid living trust, without revealing specifics that you want to keep private. In some states, this document is called a 'certification of trust.'

LAPSE

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. S... (more...)

Under a will, the failure of a gift of property. A gift lapses when the beneficiary dies before the person who made the will, and no alternate has been named. Some states have anti-lapse statutes, which prevent gifts to relatives of the deceased person from lapsing unless the relative has no heirs of his or her own. A lapsed gift becomes part of the residuary estate.

RULE AGAINST PERPETUITIES

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For examp... (more...)

An exceedingly complex legal doctrine that limits the amount of time that property can be controlled after death by a person's instructions in a will. For example, a person would not be allowed to leave property to her husband for his life, then to her children for their lives, then to her grandchildren. The gift would potentially go to the grandchildren at a point too remote in time.

PER CAPITA

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leavin... (more...)

Under a will, the most common method of determining what share of property each beneficiary gets when one of the beneficiaries dies before the willmaker, leaving children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property per capita, Julie and the two grandchildren will each take a third. If, on the other hand, Fred's will states that heirs of a deceased beneficiary are to receive the property per stirpes, Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation).

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

SAMPLE LEGAL CASES

IN RE ESTATE OF SOUTHWORTH

... Margaret Noe. In February 2005, the decedent consulted Noe for estate planning advice. The ... estate plan. The representative offered to meet with the decedent and answer any questions regarding estate planning and the college. Despite ...

IN RE HAYES

... In addition, the survivor may amend or revoke the trust." [Brief at 8, citing Michigan Estate Planning Handbook (Carol J. Karr ed., ICLE 2d ed, 2006), ch 22, Â§ 22.4.]. ... [Michigan Estate Planning Handbook (Carol J. Karr ed., ICLE 2d ed, 2006), ch 22, Â§ 22.4.]. ...

Charfoos v. Schultz

... including trust documents, as in this case. Bullis v Downes, 240 Mich App 462, 468; 612 NW2d 435 (2000) (no distinction made among varieties of modern estate planning tools). Here, the trial court prohibited plaintiffs from ...

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Calhoun County, MI Estate Planning Lawyers, page 2

Sponsored Law Firm

Marrs & Terry, PLLC

SPONSORED LAWYERS

Ronald J. Degraw

Michael B. Walling

Michael L. Lind

David J. Degraw

Stephen L. Simons

Marcel C. Stoetzel

Stacey Murphy Lott

Phillip E. Harter

Linda J. Kellum

Michael C. Jordan

TIPS

LEGAL TERMS

SPECIFIC BEQUEST

CHARITABLE TRUST

HEIR APPARENT

EXECUTOR

ABSTRACT OF TRUST

LAPSE

RULE AGAINST PERPETUITIES

PER CAPITA

PROPERTY CONTROL TRUST

SAMPLE LEGAL CASES

IN RE ESTATE OF SOUTHWORTH

IN RE HAYES

Charfoos v. Schultz

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