Estate Planning and Elder Law

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Since our inception in 1965, skilled and experienced attorneys from Cummings, McClorey Davis & Acho, P.L.C. (CMDA) have offered a broad range of estate planning services to our clients. Each client is unique, and we take the time to understand their specific needs to create a plan that ensures assets accumulated during their lifetime are protected and distributed appropriately.

Wills and Trusts
Probate
Probate Litigation
Estate and Trusts Administration
Elder Law
Guardianships and Conservatorships
Succession Planning for Business Owners
Wealth Transfer Planning
Non-Profit and Tax-Exempt Organizations
  • The Five Most Common Mistakes an Elder Law Attorney Sees CMDA Law
    Everybody knows of the problems of aging adults, however few give it the serious attention it needs.  The failure to address these issues appropriately can result in serious financial distress and/or a loss of independence.  I have outlined five common mistakes made by aging adults and tips on how to avoid making them. First Mistake: Doing ...
  • Panel Discussion on Understanding Long Term Care Needs to be held April 20 CMDA Law
    On Thursday, April 20th Norman E. Richards (Gene), a partner in our Livonia office, will join other elder law experts to present a panel discussion on Understanding Long Term Care Needs.  The seminar will be held at Waltonwood Cherry Hill in Canton and is open to the public.  For more information, please click here. Norman E. ...
  • Estate Planning for Older Adults Norman Richards
    Advocacy is an important need of older adults as they strive to preserve their independence and protect their interests.  For example, strong advocacy is needed to: protect life savings, deal with incapacity, find quality long-term care (whether at home, in assisted living or a nursing home), and qualify for government benefits to pay for long-term ...
  • New Tools for Asset Protection and Estate Planning Gerald C. Davis
    Individuals in Michigan seeking to protect assets from creditors no longer have to transfer their assets to Delaware, Nevada or Alaska.  Effective February 5, 2017, the Qualified Dispositions in Trust Act, Domestic Asset Protection Trusts, Public Act 330 of 2016, will allow the owner of trust assets to retain and protect his or her assets ...
  • Experienced Elder Law and Estate Planning Attorney Joins Firm Christopher G. Schultz
    We are pleased to announce that Norman E. Richards (Gene) has joined our Livonia office as a partner.  Gene primarily focuses his practice on elder law and estate planning. Drawing on 20 years of experience, his mission is to help clients safely navigate life’s transitions through the skillful, practical, and compassionate application of comprehensive elder ...
  • Attorneys Selected as 2016 Michigan Super Lawyers and Rising Stars Christopher G. Schultz
    We are pleased to announce that several CMDA attorneys have been selected for inclusion in the 2016 Michigan Super Lawyers & Rising Stars List.  Please join us in congratulating the following attorneys: 2016 Michigan Super Lawyers Jeff Clark, Top Rated State, Local and Municipal Attorney Haider Kazim, Top Rated State, Local and Municipal Attorney Carla Testani, Top Rate Family ...
  • Estate Planning: A Continuous Process Christopher G. Schultz
    Estate planning is a continuous process and estate plan documents should be reviewed at least every decade and upon any major changes in lifestyle or family structure. A basic estate plan includes a Will, a Medical Power of Attorney, and a Durable General Power of Attorney for financial matters. A Will addresses the distribution of assets, paying ...
  • Contributing to a Roth IRA through the Backdoor Linda Davis Friedland
    Many high income earners believe that they cannot contribute to a Roth IRA.  This is because they are unaware of the loophole they can use by contributing through the backdoor. The income limitations imposed by the Internal Revenue Service create the perceived barrier.  For 2016, the income and contribution limits for a Roth IRA are as ...
  • 2015 Year in Review: Monumental Milestone Recognized, Skilled Attorneys Hired, and Remarkable Anniversaries Celebrated Christopher G. Schultz
    As a new year is upon us, we reflect back on 2015 and the successful year we had at CMDA. We recognized a monumental milestone, hired several attorneys, and celebrated some remarkable anniversaries. CMDA was honored to have celebrated our 50th Anniversary in 2015. This monumental anniversary would not have been possible without Owen Cummings, the ...
  • CMDA Announces Expansion of Estate Planning and Elder Law Practice Group Jennifer Sherman
    We are pleased to announce the expansion of the Firm’s Estate Planning and Elder Law practice group. Jim Schuster, a Certified Elder Law attorney, has joined our Firm as an Of Counsel attorney. He has been licensed to practice law since 1978 and practices entirely in the area of Elder Law. Mr. Schuster helps elders ...
  • Eleven Estate Planning Mistakes to be Avoided Linda Davis Friedland
    We have all heard the probate horror stories. Someone’s last will and testament took five years to be probated, generating hundreds of thousands of dollars in attorneys’ fees. All of the assets from someone else’s estate were stolen by the personal representative (executor), leaving the family with nothing. The probate judge was unfair. Such stories ...
  • Probate Law 101 Karen M. Daley
    What is Probate? Probate is the court-supervised process of locating and determining the value of the assets owned in the individual name of a deceased person, referred to as a “decedent,” paying the decedent’s final bills, estate taxes and expenses of administration, and then distributing what is left of the decedent’s assets to his or her ...
  • What is Elder Law? CMDA Law
    Elder law is a fairly new and growing area of the law and focuses on the legal issues that come with aging. Some of the most common legal questions that arise are in regard to Medicaid nursing home planning, guardianships, and conservatorships. Medicaid Nursing Home Planning One of the most difficult decisions many families face is whether ...
  • The Top Ten Estate Planning Mistakes to Avoid Linda Davis Friedland
    We have all heard the probate horror stories. A Will took five years to be probated, generating hundreds of thousands of dollars in attorneys’ fees. All of the assets from someone else’s estate were stolen by the personal representative (executor), leaving the family with nothing. The probate judge was unfair. Such stories instill fear about probate administration, which can ...
  • Effectively Handling Unique Elder Law Issues Christopher G. Schultz
    In the past, articles have been written on the importance of having an estate plan in place. Going a little deeper, this article concentrates on how to correctly and appropriately handle those unique elder law situations that may arise. Elder law is different than traditional estate planning in the sense that elder law does not focus ...