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Trusts, Estate Planning, Wills, Probate & Related Matters

Mr. Makulski and Mr. Batterson are experienced in the areas of estate and gift planning, trust preparation, funding and administration, powers of attorney (financial and health care), probate estates. The attorneys will assist in the planning process, eliminate concern among family members or in other relationships by providing competent estate planning and related advice. Our firm works with its clients to explain the use and purpose of trusts and other instruments that reduce or eliminate taxes and avoid probate, confusion and unnecessary expenses.

Our firm will develop and implement an estate plan that complies with current and applicable law, meets each individual client's goals and intentions and protects the client's family and beneficiaries. Estate planning services include preparation and assistance with the following:

  • Revocable Living Trusts for Single and Married Individuals
  • Grandchild Trusts
  • Wills (Powers of Appointment, Specific Gifts)
  • Durable Power of Attorney
  • Grandchild Power of Attorney
  • Durable Power of Attorney for Health Care (Advance Directive)
  • Estate and Gift Tax Planning
  • Marital Agreements (Pre and Post)
  • Trust and Probate Administration
  • Estate and Protected Individuals Code (EPIC) and Michigan Trust Code (MTC)
  • Medicaid matters
  • Succession planning for business interests and second homes