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

Lipson Neilson Lawyers Named 2018 Michigan Super Lawyers

Lipson Neilson P.C. is proud to announce that four lawyers in the firm’s Bloomfield Hills office have been selected to the 2018 Michigan Super Lawyers list: Jeffrey Neilson, Phillip Seltzer, Sandra Glazier and Mary Schmitt Smith. Jeffrey Neilson, Sandra Glazier and Mary Schmitt Smith are included on the team of CEP Lawyers.

Super Lawyers is a division of Thomson Reuters, a global leader in legal industry information and publications. The Michigan Super Lawyers list includes less than 5% of lawyers in the state.

Lipson Neilson 2018 Michigan Super Lawyers:

  • Jeffrey T. Neilson: Selected for his work in Estate & Trust Litigation, he is also recognized for his work in Family Law and Professional Liability. This is Jeffrey’s twelfth consecutive year on the Michigan Super Lawyers’ list.
  • Phillip E. Seltzer: Selected for his work in Professional Liability Defense Litigation, he is also recognized for his work in Business Tort Litigation. This is Phillip’s sixth consecutive year on the Michigan Super Lawyers’ list.
  • Sandra D. Glazier: Selected for her work in Estate and Trust Litigation, she is also recognized for her work in Family Law, Estate Planning and Probate. This is Sandra’s second consecutive year on the Michigan Super Lawyers’ list.
  • Mary T. Schmitt Smith: Selected for her work in Elder Law, she is also recognized for her work in Estate Planning and Probate, and Estate and Trust Litigation. This is Mary’s twelfth consecutive year on the Michigan Super Lawyers’ list.

Founded in 1985, Lipson Neilson has grown from three founding members to thirty-two attorneys located in three states. The firm offers a full range of practice areas including complex business tort litigation, professional liability defense, employment law and litigation, real estate, probate litigation, family law, estate planning, and trust and estate administration. Lipson Neilson attorneys represent and provide counsel to clients around the country, and around the world.

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

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.

Lipson Neilson Team Supports 2018 Susan G. Komen Race for the Cure – Detroit

2018 Susan KomenThe Lipson Neilson law firm is proud to have participated with a team in the 2018 Susan G. Komen Race for the Cure – Detroit. The firm’s team included 29 attorneys, staff, families and friends that are connected by their passion to help fight breast cancer. This year’s 5K run/fitness walk through the streets of downtown Detroit, held on May 5, 2018, drew an estimated crowd of 25,000 women, men and children coming together to fight breast cancer; the event raised a total of $343,599.

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. CEP founder, Steven Malach, 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.

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

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