The Use of Lady Bird Deeds to Convey Life Estate Interests in Land

One of the most common requests from clients to probate practitioners is when an individual, upon their passing, wishes to transfer ownership in real property outside of probate proceedings while preserving present control and use of the land.  The utilization of certain deeds as an estate-planning tool to accomplish that goal – affectionately known as “Lady Bird” deeds – is available only in a few states, including Michigan.  This type […]

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Coping in Crisis: Estate Planning Challenges and Solutions

Estate planning documents (wills, trusts, powers of attorney, etc.) are essential in a crisis.  In the present pandemic, our families, friends and customers are dealing with frustrating isolation, sudden debilitating illness, and untimely death.  Each situation presents unique challenges that is best resolved with a specially designed legal document.  Attorney Norman (Gene) Richards has compiled a Coping in Crisis: Estate Planning Challenges and Solutions chart that lists some challenges and […]

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COVID 19: Elder Law and Estate Planning Vlog

CMDA Attorney Norman E. Richards has started a daily vlog where he posts short videos to keep clients and friends informed of ways to handle elder law and estate planning matters during Michigan’s shelter-in-place.  We invite you to visit the Michigan Elder Law Blog daily for updates. He continues to work during this time and is available to answer any questions you may have. Mr. Richards helps clients safely navigate […]

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The SECURE Act and its Impact on Your Estate Plan

President Trump signed into law the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) effective January 1, 2020. The Act brings major changes to IRAs and 401(k)s, including the ability to delay distributions, reduced flexibility for inherited IRAs, and penalty-free withdrawals for new parents. This article focuses on the impact the SECURE Act may have on your estate plan. As part of the estate planning process, clients focus […]

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Matt Cross Volunteers at Veterans Day Event

In observation of Veterans Day, the Grand Traverse-Leelanau-Antrim Bar Association hosted a Wills for Vets event at the Traverse City Area District Library. Wills and Durable Powers of Attorney for estate planning were prepared for Veterans at no charge.  Matt Cross, an attorney in our Traverse City office, provided his legal services pro bono for the afternoon. He was pleased to provide an opportunity to give thanks to those who […]

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Upcoming Seminar: Why Families Feud in Probate Court and How to Prevent the Mayhem

CMDA invites you to attend a free educational workshop on Why Families Feud in Probate Court and How to Prevent the Mayhem on Wednesday, October 30th from 6:30-8:30 p.m. at the Novi Civic Center. Attorney Gene Richards draws on his years of experience to highlight the common causes of family fights in probate court and practical ways to keep the peace in your family. He will explain how probate works, […]

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Join CMDA at Senior Day at the Detroit Zoo

Don’t miss it!  Senior Day at the Detroit Zoo will take place on Wednesday, September 4 from 10 a.m.-3 p.m. Tri-county seniors 62 and older and an adult companion receive FREE admission and parking to the Detroit Zoo. Senior Day features live entertainment, tram tours, bingo, zookeeper talks and a senior resource area.  Look for the CMDA booth at the senior resource area and stop by for a free gift. […]

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Estate Planning for Retirement Years

Retirement is a highly-anticipated reward for years of hard work and child rearing. The “golden years” are viewed as a special season to pursue hobbies and enjoy life. Interestingly, while many people seek advice from a financial advisor to make sure they have enough money to retire, often they do not obtain a professionally prepared estate plan. Instead of working with an attorney, they will do one of the following: […]

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Attorney Presents on Stepping into Retirement

On January 16, 2019 Gene Richards, a partner in our Livonia office, gave a presentation on Stepping into Retirement- A Practical Action Plan to over 30 members of the Association of Legal Administrators (ALA) Detroit Chapter. The interactive workshop gave an overview of decisions and actions people should take before, during and after you retire to protect and cultivate your retirement accounts. If your business or social group is interested […]

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Five Things to Look for During Holiday Visits with Aging Loved Ones

‘Tis the season for holiday celebrations and family gatherings.  These gatherings offer the opportunity to surreptitiously keep an eye out for noticeable changes in behavior and living conditions of aging loved ones.  It is important to be alert to changes because these may reveal health needs and care challenges that require intervention.  Here are five signs to look for: 1. Partners covering for each other. Take note if one partner […]

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