Over a decade of focused expertise & the client results to prove it.
Our practice areas are limited on purpose. Being a small firm, we need to concentrate on those things we’re good at and steer our clients to competent co-counsel for those matters outside our expertise. We believe clients are best served by the specialized knowledge, creativity, and accessibility that only a boutique firm offers. We strive to be the authority in Northern Michigan in the areas of probate, estate planning, special needs planning, elder law, business, and real estate.
When complex estate or trust administration issues arise, or a client needs to examine long term care options, we are top-of-mind for many of Northern Michigan’s leading accountants, financial advisors, and attorneys. Contact us today to discover the difference!
Areas of legal expertise serving all of Northern Michigan
Probate
We represent heirs, beneficiaries, personal representatives, trustees, guardians and conservators in all matters before the probate court.
Probate Estates
Guardianships
Conservatorships
Trust Administration
Trust and Estate litigation
Estate Planning
We have experience preparing comprehensive estate plans for families and individuals with estates valued from $100k-$100m.
Wills and Trusts
Gift and Estate Tax Planning and Returns
Charitable Giving and Planning
Special Needs Planning
Planning for Cottages, Recreational Property, and other unique assets
Elder Law
When an elder faces healthcare and long term care issues, we provide the guidance to improve their outcome.
Medicaid Planning
Medicare Advocacy
Planning for long term care outside of Medicaid
Disability Rights
Planning for incapacity and other health issues
Business Law
We represent business owners in all aspects of starting, running, buying, selling, and passing on a business
Entity Formation and Operation
Contracts and civil litigation
Purchasing and selling a business
Tax Issues
Employment law, licensing, and regulatory compliance
Succession planning
Real Estate
We represent buyers, sellers, developers, and owners in acquiring, selling, and protecting their rights to real property.
Residential buy/sell
Partition and Division
Leasing
Easements, Covenants, and usage rights
Condominiums and Subdivisions
Special Needs Planning
Families and individuals with special needs face unique challenges when planning for their future and accessing crucial services. We have specialized knowledge in this complicated legal niche.
Special Needs Trusts
ABLE Accounts
Guardianships and Conservatorships
Public Housing, Medical, and Income Benefits (Medicaid and Medicare, HUD programs, SSDI and SSI)