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John Tatone
About | Practice Areas
John R. Tatone & Associates PLC
8300 Hall Rd Suite 200 Utica, MI 48317» view map
Estate Law
Expertise Born from Experience

John R. Tatone & Associates offers legal assistance with a high degree of specialized knowledge.

586-580-8850
1. John Tatone Utica, MI
  Attorney at Law- MI, 1996
  University of Detroit Mercy School of Law, J.D. 1996
2. AboutJohn R. Tatone & Associates PLC
  Expertise Born from Experience
3. Practice AreasExpertise
  Estate Law
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Michael W. Muma

Wills, Wills & Probate, Trusts, Estate Planning

Status: In Good Standing

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134 North Main Street, Plymouth, MI 48170

Thomas J. Borkowski

Wills & Probate, Trusts, Estate, Corporate

Status: In Good Standing

FREE CONSULTATION

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37887 West Twelve Mile Road, Farmington, MI 48331

Marta A. Manildi

Trusts, Estate Planning, Estate, Elder Law

Status: In Good Standing

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126 S Main St, Ann Arbor, MI 48104

Karen T. Mendelson

Construction, Medical Products & Devices, Trusts, Contract

Status: In Good Standing Licensed: 37 Years

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538 N Division St, Ann Arbor, MI 48104

Lander C. Mcloyd

Bankruptcy, Estate, Wills, Trusts, Estate Planning

Status: In Good Standing

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1785 W Stadium Blvd, Ann Arbor, MI 48103

Terrence G. Quinn

Medicare & Medicaid, Trusts, Estate Planning, Elder Law

Status: In Good Standing

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2245 S State St, Ann Arbor, MI 48104

Samir Bradley Dahman

Contract, Trusts, Construction, Copyright

Status: In Good Standing

CONTACT

2723 S State St, Ann Arbor, MI 48104

Samir Dahman

Contract, Trusts, Construction, Copyright

Status: In Good Standing

CONTACT

2723 S State St, Ann Arbor, MI 48104

Charles Groh

Trusts, Divorce, Elder Law, Contract

Status: In Good Standing Licensed: 27 Years

CONTACT

500 S Main St, Ann Arbor, MI 48104

Richard R. Zmijewski

International Tax, Trusts, Elder Law, Contract

Status: In Good Standing Licensed: 13 Years

CONTACT

1590 Eisenhower Pl, Ann Arbor, MI 48108

800-923-0641

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LEGAL TERMS

SUMMARY PROBATE

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are ... (more...)

A relatively simple probate proceeding available for 'small estates,' as that term is defined by state law. Every state's definition is different, and many are complicated, but a few examples include estates worth up to $100,000 in California; New York estates where property, excluding real estate and amounts that must be set aside for surviving family members, is worth $20,000 or less; and Texas estates where the value of property doesn't exceed what is needed to pay a family allowance and certain creditors.

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using... (more...)

A statute that allows people to name a beneficiary to inherit stocks or bonds without probate. The owner of the securities can register them with a broker using a simple form that names a person to receive the property after the owner's death. Every state but Texas has adopted the statute.

RESIDUARY ESTATE

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court c... (more...)

The property that remains in a deceased person's estate after all specific gifts are made, and all debts, taxes, administrative fees, probate costs, and court costs are paid. The residuary estate also includes any gifts under a will that fail or lapse. For example, Connie's will leaves her house and all its furnishings to Andrew, her VW bug to her friend Carl, and the remainder of her property (the residuary estate) to her sister Sara. She doesn't name any alternate beneficiaries. Carl dies before Connie. The VW bug becomes part of the residuary estate and passes to Sara, along with all of Connie's property other than the house and furnishings. Also called the residual estate or residue.

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.

TITLE COMPANY

A company that issues title insurance.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

AB TRUST

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of... (more...)

A trust that allows couples to reduce or avoid estate taxes. Each spouse puts his or her property in an AB trust. When the first spouse dies, his or her half of the property goes to the beneficiaries named in the trust -- commonly, the grown children of the couple -- with the crucial condition that the surviving spouse has the right to use the property for life and is entitled to any income it generates. The surviving spouse may even be allowed to spend principal in certain circumstances. When the surviving spouse dies, the property passes to the trust beneficiaries. It is not considered part of the second spouse's estate for estate tax purposes. Using this kind of trust keeps the second spouse's taxable estate half the size it would be if the property were left directly to the spouse. This type of trust is also known as a bypass or credit shelter trust.

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).

BENEFICIARY

A person or organization legally entitled to receive benefits through a legal device, such as a will, trust or life insurance policy.

SAMPLE LEGAL CASES

In re Kostin Estate

... We find that, by statute, the trial court was obliged to honor the Totten trusts. Michigan law honors Totten trusts. MCL 487.702 provides, in relevant part: ... Michigan law also provides: Express trusts may be created for any or either of the following purposes: * * *. Fifth. ...

In re Temple Marital Trust

... But appeals from a probate court decision are on the record, not de novo. See MCL 700.1305; MCL 600.866(1); MCR 5.802(B)(1); In re Webb H. Coe Marital and Residuary Trusts, 233 Mich.App. ... In re Coe Trusts, supra; In re Baldwin Trust, supra at 396-397, 733 NW2d 419. ...

In re Mary E. Griffin Revocable Grantor Trust

... Although MCL 700.2518 does not apply to trusts, we conclude that it reflects this state's public policy that a no-contest clause in a trust agreement is unenforceable if there is probable cause for challenging the trust. ... 2 Restatement Trusts, 3d, Â§ 29(c), pp. ...

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Ann Arbor Trusts Lawyer, Michigan

Sponsored Law Firm

John R. Tatone & Associates PLC

SPONSORED LAWYERS

Michael W. Muma

Thomas J. Borkowski

Marta A. Manildi

Karen T. Mendelson

Lander C. Mcloyd

Terrence G. Quinn

Samir Bradley Dahman

Samir Dahman

Charles Groh

Richard R. Zmijewski

TIPS

LEGAL TERMS

SUMMARY PROBATE

UNIFORM TRANSFER-ON-DEATH SECURITY ACT

RESIDUARY ESTATE

SPECIFIC BEQUEST

TITLE COMPANY

DISTRIBUTEE

AB TRUST

PER CAPITA

BENEFICIARY

SAMPLE LEGAL CASES

In re Kostin Estate

In re Temple Marital Trust

In re Mary E. Griffin Revocable Grantor Trust

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