Augusta 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

Martha J. Widdows-Witham

Tax, Real Estate, Estate Planning, Business Organization

Status: In Good Standing

CONTACT

312 Fifth Third Bank Bldg., 67 West Michigan Avenue, Battle Creek, MI 49017

Samuel D. Carpenter

Real Estate, Litigation, Wills & Probate, Estate Planning

Status: In Good Standing

CONTACT

312 Fifth Third Bank Bldg., 67 West Michigan Avenue, Battle Creek, MI 49017

David P. Lucas

Wills & Probate, Estate Planning, Pension & Benefits, Business Organization

Status: In Good Standing

CONTACT

70 Michigan Avenue West, Battle Creek, MI 49017

Chris T. Christ

Estate Administration, Estate Planning, Family Law, Business Organization

Status: In Good Standing

CONTACT

70 Michigan Avenue West, Battle Creek, MI 49017

Robert J. Sharkey

Estate Planning, Employment, Family Law, Business Organization

Status: In Good Standing

CONTACT

70 Michigan Avenue West, Battle Creek, MI 49017

Kay E. Kossen

Medicare & Medicaid, Estate Planning, Elder Law, Business

Status: In Good Standing Licensed: 27 Years

CONTACT

1 Michigan Ave W, Battle Creek, MI 49017

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

Jason S. H. Ter Avest

Estate Planning, Slip & Fall Accident

Status: In Good Standing Licensed: 11 Years

CONTACT

68 Michigan Ave E, Battle Creek, MI 49017

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

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

800-923-0641

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LEGAL TERMS

ALTERNATE BENEFICIARY

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to ... (more...)

A person, organization or institution that receives property through a will, trust or insurance policy when the first named beneficiary is unable or refuses to take the property. For example, in his will Jake leaves his collection of sheet music to his daughter, Mia, and names the local symphony as alternate beneficiary. When Jake dies, Mia decides that the symphony can make better use of the sheet music than she can, so she refuses (disclaims) the gift, and the manuscripts pass directly to the symphony. In insurance law, the alternate beneficiary, usually the person who receives the insurance proceeds because the initial or primary beneficiary has died, is called the secondary or contingent beneficiary.

SECONDARY MEANING

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use ... (more...)

In trademark law, a mark that is not inherently distinctive becomes protected after developing a 'secondary meaning': great public recognition through long use and exposure in the marketplace. For example, though first names are not generally considered inherently distinctive, Ben & Jerry's Ice Cream has become so well known that it is now entitled to maximum trademark protection.

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.

SELF-PROVING WILL

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-prov... (more...)

A will that is created in a way that allows a probate court to easily accept it as the true will of the person who has died. In most states, a will is self-proving when two witnesses sign under penalty of perjury that they observed the willmaker sign it and that he told them it was his will. If no one contests the validity of the will, the probate court will accept the will without hearing the testimony of the witnesses or other evidence. To make a self-proving will in other states, the willmaker and one or more witnesses must sign an affidavit (sworn statement) before a notary public certifying that the will is genuine and that all willmaking formalities have been observed.

IN TERROREM

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement... (more...)

Latin meaning 'in fear.' This phrase is used to describe provisions in contracts or wills meant to scare a person into complying with the terms of the agreement. For example, a will might state that an heir will forfeit her inheritance if she challenges the validity of the will. Of course, if the will is challenged and found to be invalid, then the clause itself is also invalid and the heir takes whatever she would have inherited if there were no will.

SURVIVING SPOUSE'S TRUST

If a couple has created an AB trust, the revocable living trust (Trust B) of the surviving spouse, after the first spouse has died.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

QTIP TRUST

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the... (more...)

A type of trust for wealthy married couples that allows a surviving spouse to postpone estate taxes. A QTIP trust allows the surviving spouse to make use of the trust property tax-free. Taxes are deferred until the surviving spouse dies and the trust property is received by the final trust beneficiaries, who were named by the first spouse to die.

OFFICER

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operation... (more...)

A person elected by a profit or nonprofit corporation's board of directors, or by the manager of a limited liability company, to manage the day-to-day operations of the organization. Officers generally hold titles such as President or Treasurer. Many states and most corporate bylaws or LLC operating agreements require a corporation or LLC to have a president, secretary and treasurer. Election of a vice president may be required by state law.

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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Augusta Estate Planning Lawyer, Michigan

Sponsored Law Firm

Dulaney Gibson Law and Advocacy

SPONSORED LAWYERS

Martha J. Widdows-Witham

Samuel D. Carpenter

David P. Lucas

Chris T. Christ

Robert J. Sharkey

Kay E. Kossen

Linda J. Kellum

Jason S. H. Ter Avest

Stacey Murphy Lott

Stephen L. Simons

TIPS

LEGAL TERMS

ALTERNATE BENEFICIARY

SECONDARY MEANING

RULE AGAINST PERPETUITIES

SELF-PROVING WILL

IN TERROREM

SURVIVING SPOUSE'S TRUST

LIFE BENEFICIARY

QTIP TRUST

OFFICER

SAMPLE LEGAL CASES

IN RE ESTATE OF SOUTHWORTH

IN RE HAYES

Charfoos v. Schultz

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