Grand Rapids Wills & Probate Lawyer, Michigan, page 2

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Akiva Goldman
About | Practice Areas
Goldman & Associates
615 Griswold St. Suite 1325 Detroit, MI 48226» view map
Probate
Over 30 Years Experience

Accessibility, responsiveness, and personal commitment is our approach to client representation.

800-797-8031
1. Akiva Goldman Detroit, MI
  Attorney at Law - MI, 1986
  Wayne State University J.D. 1986
2. AboutGoldman & Associates
  Our firm has quick and easy access to all courts in the metro Detroit area.
3. Practice AreasExpertise
  Probate
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Includes: Estate Administration, Living Wills, Wills

Anthony J. Valentine

Litigation, Wills & Probate, Consumer Bankruptcy

Status: In Good Standing Licensed: 44 Years

CONTACT

29 Pearl Street, Nw, Grand Rapids, MI 49503

Michael Jaskula

Estate, Real Estate, Lawsuit & Dispute, Wills & Probate

Status: In Good Standing Licensed: 8 Years

CONTACT

928 Virginia St SE, Grand Rapids, MI 49506

James M. Keller

Sales & Use Tax, Medicare & Medicaid, Wills & Probate, Estate Planning, Elder Law

Status: In Good Standing

CONTACT

230 Fulton St E, Grand Rapids, MI 49503

Brian J. Plachta

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

Status: In Good Standing

CONTACT

124 Fulton St E, Grand Rapids, MI 49503

Bert S. Irwin

Real Estate, Wills & Probate, Estate, Corporate, Business

Status: In Good Standing Licensed: 33 Years

CONTACT

124 Fulton St E, Grand Rapids, MI 49503

Roger N. Martin

Litigation, Wills & Probate, Estate Planning, Workers' Compensation

Status: In Good Standing Licensed: 28 Years

CONTACT

120 Ionia Ave Sw, Grand Rapids, MI 49503

Shawn L. Perry

Immigration, Wills & Probate, Family Law, Criminal

Status: In Good Standing Licensed: 36 Years

CONTACT

29 Pearl St Nw, Grand Rapids, MI 49503

Stacy L. Van Dyken

Wills, Wills & Probate, Family Law, Divorce

Status: In Good Standing Licensed: 22 Years

CONTACT

161 Ottawa Ave Nw, Grand Rapids, MI 49503

Patrick Drueke

Construction, Municipal, Wills & Probate, Business

Status: In Good Standing

CONTACT

161 Ottawa Ave Nw, Grand Rapids, MI 49503

John Charles Worsfold

Wills, Estate Planning, Family Law, Insurance

Status: In Good Standing Licensed: 20 Years

CONTACT

230 Fulton St, Grand Rapids, MI 49503

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.

INHERITANCE TAXES

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited prop... (more...)

Taxes some states impose on people or organizations who inherit property from a deceased person's estate. The taxes are based on the value of the inherited property.

TAKING AGAINST THE WILL

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property.... (more...)

A procedure under state law that gives a surviving spouse the right to demand a certain share (usually one-third to one-half) of the deceased spouse's property. The surviving spouse can take that share instead of accepting whatever he or she inherited through the deceased spouse's will. If the surviving spouse decides to take the statutory share, it's called 'taking against the will.' Dower and curtesy is another name for the same legal process.

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.

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

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.'

PRETERMITTED HEIR

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child b... (more...)

A child or spouse who is not mentioned in a will and whom the court believes was accidentally overlooked by the person who made the will. For example, a child born or adopted after the will is made may be deemed a pretermitted heir. If the court determines that an heir was accidentally omitted, that heir is entitled to receive the same share of the estate as she would have if the deceased had died without a will. A pretermitted heir is sometimes called an 'omitted heir.'

GRANTOR RETAINED INCOME TRUST

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for ... (more...)

Irrevocable trusts designed to save on estate tax. There are several kinds; with all of them, you keep income from trust property, or use of that property, for a period of years. When the trust ends, the property goes to the final beneficiaries you've named. These trusts are for people who have enough wealth to feel comfortable giving away a substantial hunk of property. They come in three flavors: Grantor-Retained Annuity Trusts (GRATs), Grantor-Retained Unitrusts (GRUTs) and Grantor-Retained Income Trusts (GRITs).

SAMPLE LEGAL CASES

In re Temple Marital Trust

... Wallace Temple, Petitioner-Appellant, v. Clinton Probate Court Ralph Temple and Dean Temple, Respondents-Appellees. Docket No. 273911. ... Petitioner petitioned the probate court to construe the trust as not allowing Clarence to amend it after Florence's death. . . . ...

In re Smith Trust

... The respondent refused to sell the property to the petitioners. The petitioners filed a petition in the Sanilac County Probate Court, seeking to compel the sale of the land pursuant to the lease agreement. ... As a result, the probate court held that no enforceable agreement existed. ...

In re Kostin Estate

... In Docket No. 272767, respondent Camille A. Kent appeals as of right the probate court's judgment and order following a bench trial, interpreting a will and trust, determining heirs and devisees, and determining title to property after decedent Juanita Kostin's death in 2004. ...

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Grand Rapids Wills & Probate Lawyer, Michigan, page 2

Sponsored Law Firm

Goldman & Associates

SPONSORED LAWYERS

Anthony J. Valentine

Michael Jaskula

James M. Keller

Brian J. Plachta

Bert S. Irwin

Roger N. Martin

Shawn L. Perry

Stacy L. Van Dyken

Patrick Drueke

John Charles Worsfold

TIPS

LEGAL TERMS

SUMMARY PROBATE

INHERITANCE TAXES

TAKING AGAINST THE WILL

RULE AGAINST PERPETUITIES

GRANTOR

GENERATION-SKIPPING TRANSFER TAX

ABSTRACT OF TRUST

PRETERMITTED HEIR

GRANTOR RETAINED INCOME TRUST

SAMPLE LEGAL CASES

In re Temple Marital Trust

In re Smith Trust

In re Kostin Estate

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