Interlochen Estate Planning Lawyer, Michigan

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Cortney Gibson
About | Practice Areas
Dulaney Gibson Law and Advocacy
2447 Emerson Ave Bloomfield Hills, MI 48302» view map
Estate Law
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If two heads are better than one, imagine the team WE would make. Simply put...we want your head in the game, too.

800-879-0801
1. Cortney Gibson Bloomfield Hills, MI
  Attorney at Law - MI, 2012
  Thomas M. Cooley Law School J.D.
2. AboutDulaney Gibson Law and Advocacy
  We Have Your Back
3. Practice AreasExpertise
  Estate Law
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Includes: Gift Taxation

Ingrid M. Andrews

Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

Interlochen, MI 49643

Jeffrey J. Mcmanus

Other, Real Estate, Estate Planning, Estate

Status: In Good Standing

CONTACT

1243 Mulberry Dr, Traverse City, MI 49685

Stephen J. Schoenow

Real Estate, Estate Planning, Environmental Law

Status: In Good Standing Licensed: 25 Years

CONTACT

1329 Blackford Blvd, Interlochen, MI 49643

William C. Bowron

Estate Planning, Estate, Family Law, Elder Law

Status: In Good Standing Licensed: 50 Years

CONTACT

6348 Barney Rd, Traverse City, MI 49684

Joan Cowley Ursu

Estate Planning

Status: Inactive Licensed: 35 Years

CONTACT

4110 Copper Ridge Dr, Traverse City, MI 49684

John B. Daugherty

Real Estate, Estate Planning, Child Custody, Criminal

Status: In Good Standing

CONTACT

249 S Benzie Blvd, Beulah, MI 49617

Jeffrey R. Wingfield

Medicare & Medicaid, Estate Planning, Guardianships & Conservatorships, Elder Law

Status: In Good Standing Licensed: 20 Years

CONTACT

1501 Cass St, Traverse City, MI 49684

W. Peter Doren

Real Estate, Dispute Resolution, Estate Planning, Limited Liability Companies

Status: In Good Standing

CONTACT

310 W Front St, Traverse City, MI 49684

Peter W. Doren

Dispute Resolution, Estate Planning, Limited Liability Companies, Real Estate

Status: In Good Standing Licensed: 51 Years

CONTACT

310 W Front St, Traverse City, MI 49684

H. Wendell Johnson

Real Estate, Immigration, Estate Planning, Consumer Protection

Status: In Good Standing

CONTACT

603 Bay St, Traverse City, MI 49684

800-923-0641

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LEGAL TERMS

SPRINKLING TRUST

A trust that gives the person managing it (the trustee) the discretion to disburse its funds among the beneficiaries in any way he or she sees fit.

DISINHERIT

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit prope... (more...)

To deliberately prevent someone from inheriting something. This is usually done by a provision in a will stating that someone who would ordinarily inherit property -- a close family member, for example -- should not receive it. In most states, you cannot completely disinherit your spouse; a surviving spouse has the right to claim a portion (usually one-third to one-half) of the deceased spouse's estate. With a few exceptions, however, you can expressly disinherit children.

DEATH TAXES

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who... (more...)

Taxes levied at death, based on the value of property left behind. Federal death taxes are called estate taxes. Some states levy inheritance taxes on people who inherit property.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

ENDOWMENT INSURANCE

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death.... (more...)

Provides that an insured person who lives for the specified endowment period receives the face value of the insurance policy--that is, the amount paid at death. If the policy-holder dies sooner, the beneficiary named in the policy receives the proceeds.

PREDECEASED SPOUSE

In the law of wills, a spouse who dies before the will maker while still married to him or her.

ENTITY

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from i... (more...)

An organization, institution or being that has its own existence for legal or tax purposes. An entity is often an organization with an existence separate from its individual members--for example, a corporation, partnership, trust, estate or government agency. The entity is treated like a person; it can function legally, be sued, and make decisions through agents.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

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.'

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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Interlochen Estate Planning Lawyer, Michigan

Sponsored Law Firm

Dulaney Gibson Law and Advocacy

SPONSORED LAWYERS

Ingrid M. Andrews

Jeffrey J. Mcmanus

Stephen J. Schoenow

William C. Bowron

Joan Cowley Ursu

John B. Daugherty

Jeffrey R. Wingfield

W. Peter Doren

Peter W. Doren

H. Wendell Johnson

TIPS

LEGAL TERMS

SPRINKLING TRUST

DISINHERIT

DEATH TAXES

TRUST MERGER

ENDOWMENT INSURANCE

PREDECEASED SPOUSE

ENTITY

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

ABSTRACT OF TRUST

SAMPLE LEGAL CASES

IN RE ESTATE OF SOUTHWORTH

IN RE HAYES

Charfoos v. Schultz

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