Center for Estate Planning Founder Steven Malach a Featured Speaker at “Senior Seminar” in Phoenix, Arizona

Steven Malach 207 wideSteven Malach, Founder and Director of the Center for Estate Planning (CEP), a subsidiary of the Lipson Neilson law firm, was a featured speaker at the January 15, 2019 “Senior Seminar” hosted by The Kolb Team, a Keller Williams real estate office serving the Phoenix, Arizona market. Their Sun Lakes Community was the first ever large scale 55+ community developed in the USA in the 1960s.

Having handled thousands of cases, Mr. Malach is well versed in the issues and stresses faced by the growing population of seniors who are caregivers for another person and/or have lost a partner or spouse. Unplanned health costs arise and can drain their savings and investments. Life becomes even more stressful if the person is not named in the estate plans.

Mr. Malach discussed the legal aspects of selling and documentation required to sell a home when a trust owns the home and a power of attorney is in place or a partner is deceased, as well as family involvement and communicating through the process with trusted family members.

An attorney for more than 40 years, Mr. Malach heads Lipson Neilson’s estate planning practice group and is the founder of the Center for Estate Planning (CEP). With offices in Michigan and Arizona, the CEP specializes in all aspects of estate planning, from estate administration to lifetime counsel and probate administration work. CEP attorneys work with individuals, closely-held businesses and charitable organizations.

Mr. Malach’s practice specializes in elder law, estate planning, probate, wills, trusts and trusts administration. He also practices in the areas of wrongful death, family law, divorce, custody, child support, real estate and is general counsel to several local businesses. To learn more please visit www.CEPlawyers.com.

Contact: Steven Malach
Phone: 248-593-5000
Email: SMalach@CEPlawyers.com

Sandra D. Glazier Awarded “2018 Distinguished Author” by Trusts & Estates Journal

S Glazier Distinguished Author award 2018Sandra D. Glazier, a Shareholder of the Lipson Neilson law firm, has been awarded 2018 Distinguished Author in the category of Thought Leadership: High Net Worth by Wealth Management’s Trusts & Estates publication, the pre-eminent peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family businesses, charitably inclined donors and non-profit corporations.

Glazier, and co-author attorney Martin Shenkman, were both awarded this distinction for their article “Drafting and Updating Your Retainer Agreements” that was published in Trusts & Estates Journal.

Glazier and Shenkman wrote this article about retention letters because they are vital to protect attorneys and define the scope and terms of engagement. According to Glazier and Shenkman, the practice of law continues to evolve and so should retention agreements. “We hoped to encourage a re-evaluation of retention agreements and recognition of the import in identifying: (1) the client, (2) engagement, and (3) conflicts of interest, as well as in ‘vetting’ clients (that is, weeding out liability and recognizing acts of procurement, which could be an indicia of undue influence) and addressing privilege and future diminished capacity issues.” Retention letters can communicate a firm’s practices, procedures, client responsibilities, and more. The authors added, “They can be a valuable form of communication, not merely a means of defining billing terms.”

An attorney for more than 35 years, Sandra D. Glazier is known for her expertise and successful track-record in probate litigation, estate planning, trust and estate administration, and family law matters. The cases Ms. Glazier works on tend to be very complex and require technical as well as legal expertise. She has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings.

An AV Preeminent® rated attorney, Ms. Glazier is recognized nationally for her accomplishments and expertise in estate planning and probate litigation and is routinely requested to speak at some of the leading legal industry conferences across the country. She also received the Bloomberg Law’s prestigious 2018 Contributing Author of the Year Award. She has been selected as a “Michigan Super Lawyer” by Thomson Reuters, the world’s leading source of information for the legal industry and has been recognized as a “Top Lawyer” by DBusiness, in the areas of probate, estate and family law. Ms. Glazier has had numerous articles published by some of the legal industry’s leading publications. and has taught “Valuation for Federal, Estate and Gift Tax Purposes” in a Masters’ level course.

Contact: Sandra D. Glazier
Phone: 248-593-5000
Email: sglazier@lipsonneilson.com

Senior Seminar

Steve Malach will be presenting at the Senior Seminar January 15, 2019 from 12:00 p.m.-1:30 p.m. at the Oakwood Clubhouse in Maricopa, Arizona.

Overwhelmed about where to start the home selling process? Come meet professionals who will speak and be available for questions on the following topics:

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  • Relocation
  • Downsizing
  • Professionals who can assist with packing and transition
  • Estate sale professionals
  • Legal aspects of selling
  • Family involvement – communication with trusted family members
  • How to prepare your home for sale
  • Staging and furnishings
  • Neighbors Who Care – Services provided if you remain in your home

This is a NO COST community seminar sponsored by

The Kolb Team Real Estate Group

Call Becky today to reserve your spot (480)440-0849.

Electronic Wills: Revolution, Evolution, or Devolution

Reproduced with permission from Tax Management Estates, Gifts, and Trusts Journal, Vol 44, No. 1, 01/10/19. Copyright 2019 by The Bureau of National Affairs, Inc. (800-372-1033) http://www.bna.com

Electronic WillsInternet-based companies are currently encouraging state legislatures to adopt new statutes that will significantly impact Uniform Probate Code (UPC) provisions and other longstanding statutory schemes in order to facilitate widespread marketing and use of online estate planning and notary services in regards to the preparation and execution of wills, trusts, and other related estate planning instruments.

Is this evolution or devolution? Will the Uniform Law Committee’s current proposal with regard to electronic wills provide sufficient protections against fraud, undue influence and capacity issues?

In 1968, just over a decade before the internet, John Lennon and Paul McCartney wrote the Beatles’ song, Revolution.

Perhaps it was a foreshadowing of societal changes that would result from commercialization of a global system of interconnected computer networks (known as the “Internet”) that now links devices worldwide and has incorporated services and technologies into virtually every aspect of modern life.

In Revolution, the Beatles sang:

We all want to change the world
You tell me that it’s evolution
Well, you know
We all want to change the world
***
Later, in Revolution, the Beatles continue:
You say you got a real solution
Well, you know
We’d all love to see the plan
You ask me for a contribution
Well, you know
We’re all doing what we can

It remains to be seen whether legislation recognizing (and thereby encouraging) use of electronic wills (and other estate planning documents) is a real solution or whether the better path is continued use of the UPC harmless error approach to such instruments (which require clear and convincing evidence that an instrument represents testamentary intentions, when the instrument doesn’t fully comport with formal execution requirements for a valid enforceable will).

Click here to read the full story.