Washtenaw County, MI Estate Planning Lawyers

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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.
2. AboutExperienced Michigan Lawyer
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Includes: Gift Taxation

Jay D. Mukerji

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Personal Injury, Lawsuit & Dispute, Real Estate, Car Accident, Estate Planning

Experienced attorney Jay Mukerji is a civil law and personal injury attorney practicing under the trade name Arbor Law PLLC in Ann Arbor, Michigan. Wi... (more)

CONTACT

800-715-4921

455 E Eisenhower Pkwy, Ann Arbor, MI 48108

Debra S. Keehn

Mediation, Estate Planning, Divorce, Juvenile Law

Status: In Good Standing

CONTACT

1785 W Stadium Blvd, Ann Arbor, MI 48103

Christopher Sevick

Medicare & Medicaid, Estate Planning, Elder Law, Business Organization

Status: In Good Standing Licensed: 18 Years

CONTACT

4860 Washtenaw Ave, Ann Arbor, MI 48108

Paul R. Fransway

Litigation, Intellectual Property, Gift Taxation, Administrative Law

Status: In Good Standing Licensed: 47 Years

CONTACT

350 S Main St, Ann Arbor, MI 48104

Daniel J. Cramer

Trusts, Gift Taxation, Estate Planning, Elder Law, Business

Status: In Good Standing Licensed: 46 Years

CONTACT

339 E Liberty St, Ann Arbor, MI 48104

Paul R. Fransway

Litigation, Intellectual Property, Gift Taxation, Administrative Law

Status: In Good Standing Licensed: 47 Years

CONTACT

350 S Main St, Ann Arbor, MI 48104

Suzanne R. Fanning

Estate Planning, Estate, Guardianships & Conservatorships, Elder Law

Status: In Good Standing

CONTACT

5340 Plymouth Rd, Ann Arbor, MI 48105

William A. Lamb

Estate Planning, Guardianships & Conservatorships, Elder Law, Business

Status: In Good Standing

CONTACT

300 N Main St, Chelsea, MI 48118

Andrew Wayne Stumpff

International Tax, Gift Taxation, Employee Rights, Employment

Status: In Good Standing Licensed: 38 Years

CONTACT

301 E Liberty St, Ann Arbor, MI 48104

Laurie Denny Brewis

Health Care Other, Estate Planning, Estate, Employee Rights, Elder Law

Status: In Good Standing Licensed: 23 Years

CONTACT

2144 S State St, Ann Arbor, MI 48104

800-923-0641

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LEGAL TERMS

DEVISEE

A person or entity who inherits real estate under the terms of a will.

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.

HOLOGRAPHIC WILL

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many stat... (more...)

A will that is completely handwritten, dated and signed by the person making it. Holographic wills are generally not witnessed. Although it's legal in many states, making a holographic will is never advised except as a last resort.

TESTAMENTARY TRUST

A trust created by a will, effective only upon the death of the willmaker.

CERTIFIED COPY

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certi... (more...)

A copy of a document issued by a court or government agency guaranteed to be a true and exact copy of the original. Many agencies and institutions require certified copies of legal documents before permitting certain transactions. For example, a certified copy of a death certificate is required before a bank will release the funds in a deceased person's payable-on-death account to the person who has inherited them.

LIVING TRUST

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the t... (more...)

A trust you can set up during your life. Living trusts are an excellent way to avoid the cost and hassle of probate because the property you transfer into the trust during your life passes directly to the trust beneficiaries after you die, without court involvement. The successor trustee--the person you appoint to handle the trust after your death--simply transfers ownership to the beneficiaries you named in the trust. Living trusts are also called 'inter vivos trusts.'

FAILURE OF ISSUE

A situation in which a person dies without children who could have inherited her property.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

POWER OF APPOINTMENT

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust o... (more...)

The legal authority to decide who will receive someone else's property, usually property held in a trust. Most trustees can distribute the income from a trust only according to the terms of the trust, but a trustee with a power of appointment can choose the beneficiaries, sometimes from a list of candidates specified by the grantor. For example, Karin creates a trust with power of appointment to benefit either the local art museum, symphony, library or park, depending on the trustee's assessment of need.

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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Washtenaw County, MI Estate Planning Lawyers

Sponsored Law Firm

Marrs & Terry, PLLC

SPONSORED LAWYERS

Jay D. Mukerji

Debra S. Keehn

Christopher Sevick

Paul R. Fransway

Daniel J. Cramer

Paul R. Fransway

Suzanne R. Fanning

William A. Lamb

Andrew Wayne Stumpff

Laurie Denny Brewis

TIPS

LEGAL TERMS

DEVISEE

AB TRUST

HOLOGRAPHIC WILL

TESTAMENTARY TRUST

CERTIFIED COPY

LIVING TRUST

FAILURE OF ISSUE

SUCCESSOR TRUSTEE

POWER OF APPOINTMENT

SAMPLE LEGAL CASES

IN RE ESTATE OF SOUTHWORTH

IN RE HAYES

Charfoos v. Schultz

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