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.

Real Estate Attorney David Michael on Panel of Industry Professionals Discussing Environmental Due Diligence

May 16, 2016 – David Michael, an attorney at Lipson Neilson P.C., and the current Chair of the Oakland County Bar Association’s Real Estate Committee, will be on a panel of real estate industry professionals discussing “Avoiding the Abyss: Environmental Due Diligence in Real Estate”. Presented by the Energy, Sustainability and Environmental and the Real Estate Law committees of the Oakland County Bar Association, with the support of the Michigan Commercial Board of Realtors. This seminar is officially certified by CE Marketplace, Michigan’s Continuing Education Hub for Real Estate Professionals, for two CE Credits and will be held on June 15, 2016, at the WMU-Cooley Law School located at 2630 Featherstone, Auburn Hills, Michigan 48326.

 

Topics discussed by the panel will include:

  • The legal liabilities/risks associated with the purchase/sale of brownfields or properties with other environmental issues such as wetlands or endangered species.
  • Assessing the environmental condition of real property through ASTM Phase I and Phase II environmental assessments, natural resource assessments, hazardous building material surveys and environmental insurance and Brownfield Incentives/Tax Abatements.
  • Drafting transactional documents to minimize environmental liabilities and spread risk.

About David Michael
David Michael specializes in all aspects of real estate law and litigation, and he has extensive experience in commercial litigation and continues to practice in that area as well. He is the Chair of the Oakland County Bar Association’s Real Estate Committee, and a contributing author to Development Magazine, a publication of the Commercial Real Estate Development Association.

About Lipson Neilson P.C.
Founded in 1985, Lipson Neilson has offices in Bloomfield Hills, Las Vegas and Phoenix. The firm services clients in Michigan, across the U.S. and around the world. You can learn more about the firm by visiting www.lipsonneilson.com.

 

Contact: David Michael

Phone: 248-593-5000

Email: DMichael@lipsonneilson.com

WHEN AND HOW SHOULD FAMILY HELP THEIR AGING ELDERS

It is difficult for family to know when to step in and assist aging parents with their financial affairs. Conversations about money, bills and care expenses are uncomfortable, and aging parents may become defensive, suspicious or confused.

Unfortunately, as we all age, we inevitably lose the capacity to manage our financial affairs. Cognitive decline and family influences are powerful force that also makes elders easy targets for scam artists, misleading advertising and offers for high-priced, unnecessary goods and services.

Family should consider raising the topic of financial management for their aging parents well before they become incapacitated. Dealing with financial issues before the onset of cognitive decline allows aging parents to be fully involved in the management of their estate. Early and full involvement by aging parents not only preserves their dignity and right to self-determination but also allows family to have the mutual benefit of knowledge of their financial affairs.

A durable power of attorney or a trust can give the aging parent continued control over their financial affairs while also empowering family to step in and help when needed.

Family and caregivers who lack legal authority to intervene when warning signs arise have a challenging task ahead. At least one family member will need to move quickly in the Courts to acquire the legal authority to act on their parent’s behalf that can be avoided by simply planning ahead.

To find out more about the firm visit http://www.lipsonneilson.com/

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

Sandra D. Glazier Presenting “Considerations and Ethical Responsibilities When Representing Vulnerable Adults” at Michigan State Bar Association’s Family Law Section Summer Conference

Sandra Glazier 2017 webpage photoCEP Attorney Sandra D. Glazier will present “Considerations and Ethical Responsibilities When Representing Vulnerable Adults” at the State Bar of Michigan Family Law Section’s Summer Conference on July 21, 2018 at the Boyne Mountain Resort in Boyne Falls, Michigan.

Family law is a very specialized area of law that is often state specific. In addition to staying current on the laws and how they are interpreted, family law attorneys must know their way around a courtroom, a referee’s office, the court rules, and case law. This conference will feature presentations by recognized family law practitioners providing state-of-the-law education and tips on family law issues.

An attorney for more than 35 years, Ms. 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 she works on tend to be very complex and require technical as well as legal expertise. An AV Preeminent® rated attorney, she has also been recognized by “Super Lawyers” in probate litigation and a “Top Lawyer” by DBusiness, in the areas of probate, estate and family law.

Ms. Glazier has had numerous articles nationally published by some of the legal industry’s leading publications. In addition, she has presented on estate planning and probate litigation related topics for the American Bar Association, Notre Dame Tax and Estate Planning Institute, Kansas City Estate Planning Symposium, Michigan’s Institute of Continuing Education, Oakland County Bar Association, Wayne County Probate Court appointed attorney training, Wilmington Trust’s New York Trust Symposium, Trust & Estates Magazine, and the Bloomberg BNA Estate and Gift Tax Advisory Board. She has presented on Family Law related topics for NBI, the OCBA, ICLE and the Michigan State Bar – Family Law Section.

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

NURSING HOME RESIDENT PROTECTIONS

  • Congressman Debbie Wasserman Schultz a Democrat from Florida and Congressman Tim Wahlberg who is a Republican from Michigan introduced protections for residents in nursing homes during emergencies.
  • The house bill (H. R. 4704) provides in pertinent part that skilled nursing facilities shall meet certain emergency preparedness requirements.
  • The facility must have in place alternative sources of energy capable of powering heating, ventilation, and air conditioning systems for at least 96 hours.
  • Failure to comply with these provisions would subject the facility to a civil money penalty not to exceed $100,000.

 

THE CHALLENGES OF JOINT BANK ACCOUNTS

  • Usually, joint accounts are held with rights of survivorship.
  • Often times, joint accounts are made merely for convenience purposes.
  • This means that the account will not necessarily pass later in accordance with a will or trust that was created by a deceased account holder.
  • This problem most often arises when one child has their name as a joint account holder to help parent pay their bills.
  • While some children may feel they have a moral obligation to allocate funds as expressed in a will or trust, others will not.
  • This arrangement also exposes the account to potential attack or forfeiture from creditors of the added account holder.
  • In the ever-changing tax world, there can also be tax related issues in these arrangements including income/capital gain/gift tax issues.

 

TELEHEALTH TREATMENT PRACTICE CONTINUES TO GROW……

• Transportation to medical appointments is often a problem, particularly for infirm and older patients or those who are ill.
• There are often times long waits in physician offices.
• Transportation can be difficult if not inconvenient.
• Patients often need to contact their a local physician team in the event they have health problems occur while they are out of town, traveling, etc.
• Telehealth treatment removes a lot of these obstacles by allowing patients to consult with doctors and fill prescriptions over the Internet or by mobile        phone.
• In Michigan, this type of healthcare service was recognized by statute enabling patients to access their Michigan medical specialists from their own living room or while they are out of town.
• This trend is sweeping the country via the Interstate Medical Licensure Compact that is considered a new component of future medical treatment.