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.

Lipson Neilson Shareholder Sandra D. Glazier is the Only Attorney from Michigan Invited to Present at the Prestigious 44rd Annual Notre Dame Tax and Estate Planning Institute

Sandra GlazierLipson Neilson Shareholder Sandra D. Glazier will present Ethical Considerations in Representing Vulnerable Adults and Fraud within the Family at the 44th Annual Notre Dame Tax and Estate Planning Institute. Stacked with top tax and estate planning speakers from across the country, this is the fourth consecutive year that Ms. Glazier has been invited to present at this prestigious national conference; she is the only attorney from Michigan on the Institute’s faculty.

Held in South Bend, Indiana, during October 10-12, 2018, this conference is unique because it covers topics not found in tax-focused estate planning programs such as the ethics attached to an estate planner’s duties and liabilities when implementing an estate plan, financial elder abuse, and reasonable compensation for trustees. This Institute brings together tax and estate planning experts from across the country.

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 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

INHERITING LONG TIME FAMILY VACATION HOME

Co-ownership with family can work, however, siblings tend to be more forgiving of other siblings, but their spouses don’t have the same motivation to compromise.  So the siblings can often times be caught between their spouse and their siblings. Financially strapped siblings may also seek to just cash out of a long time investment.

The best way to avoid controversy is to have a family discussion while the parents are still alive to explore everyone’s expectations and desires.  Some of the considerations should include the following:

  • Meet and decide if you ultimately want to sell or keep the property.
  • If you wish to keep the property, and everyone is willing to share ownership, the family should draw up legal documents to prepare for the future. This can include a joint ownership agreement, Trust or Limited Liability Company.
  • Key issues are how and when the property should be used and how expenses are paid.
  • Include basic operating rules like schedules, cleaning, smoking, use by non family and damage.
  • Consideration should be given as to how ownership should be passed onto future generations.
  • Determine how ultimately siblings can be paid off, how would the price be determined.

Sandra D. Glazier on Panel That Will Discuss Legacy Planning in the Era of Tax Reform at Event Presented by the University of Michigan Office of Planned Giving and Wilmington Trust

Sandra GlazierLipson Neilson shareholder Sandra D. Glazier is on a panel of experts that will discuss “Building a Successful Legacy Plan in an Era of Tax Reform: Charitable Planning Opportunities Under the New Tax Laws” at a June 5, 2018 event presented by The University of Michigan Office of Planned Giving and the management and staff of Wilmington Trust. This event will be held at the Park Avenue offices of Wilmington Trust in New York City. Lipson Neilson is the only law firm represented on this panel.

An attorney for more than 34 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 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.

UofM Seminar June 2018

Sandra D. Glazier Selected to Speak on “Attorneys’ Roles and Responsibilities in Protecting Aging Clients and Their Assets” at the American Bar Association’s 30th Annual Spring Symposia for the Section of Real Property, Trust and Estate Law

Sandra Glazier 2017 webpage photoCEP lawyer Sandra D. Glazier has been selected by the American Bar Association to be on a panel that will discuss attorneys’ roles and responsibilities in protecting aging clients (and their assets) from the seemingly well-intentioned but overly-influencing next generation. This session, “It May Be a Small World, but You Still Need to Wait Your Turn – Issues with Elder Planning and Abuse”, will be moderated by The Hon. Cheryl D. Cesario, retired Circuit Court Judge of Cook County, Probate Division, Evanston, Illinois, and includes other attorneys from around the country. Ms. Glazier is one of only three Michigan attorneys selected by the ABA to present at this national Symposia that will be held in Orlando, Florida during May 10 – 11, 2018.

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 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. To learn more please visit www.lipsonneilson.com.

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

Sandra D. Glazier Presents “Joint Representation: Conflicts, Waivers, Privileges, and Retention Agreements” at 27th Annual Drafting Estate Planning Documents Seminar

Lipson Neilson shareholder Sandra D. Glazier has been selected by ICLE to present “Joint Representation: Conflicts, Waivers, Privileges, and Retention Agreements” at the 27th Annual Drafting Estate Planning Documents seminar at The Inn at St. John’s conference center in Plymouth (MI) on February 15, 2018. Stacked with top Probate and Estate Planning speakers from across Michigan, this seminar provides 5.5 intermediate level CLE credits for eligible attorneys. Ms. Glazier made this presentation at the same seminar in Grand Rapids (MI) on January 18, 2018.

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 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.