Lawyers, Answer Questions  & Get Points Log In
Michigan Estate Planning Questions & Answers
1 Answer | Asked in Estate Planning and Elder Law for Michigan on
Q: Power of attorney - if my sister declines and I am successor can she reverse this if something happens to me

You

We have a power of attorney for financial and one for healthcare issues. My sister is named as primary on both with me as successor. We agreed that I would handle finances and she would handle healthcare. The bank wants a letter of resignation from her declining to be the agent for... View More

Brent T. Geers
Brent T. Geers
answered on Oct 30, 2023

Your sister is right to be concerned, creating a need for a conservatorship to be established. While everyone sounds to be in good terms now, you all could elect to do that now to save the hassle of having to do it in the midst of a crisis.

2 Answers | Asked in Estate Planning, Family Law and Probate for Michigan on
Q: My father died on June 12. no will, no trust I Stepmom is administrator but is not turning in all assets.

Father had 3 businesses a house on land. Bank accounts only in his name. She is not legally doing what she is suppose to do. She is selling estate assets. Below cost or giving away . Has already done a quick deed to her son my half brother for the house. 4 dependents of my dads have gotten... View More

John S. Grant IV
PREMIUM
John S. Grant IV
answered on Oct 10, 2023

You should probably consider filing an injunction to prevent the administrator from dissipating assets. If necessary to prevent irreparable harm, injury, or damage, you could file an emergency petition to get into court more quickly. It is likely in your best interest to hire your own legal counsel... View More

View More Answers

1 Answer | Asked in Real Estate Law and Estate Planning for Michigan on
Q: My name is not on the deed of our home. I am the wife. We have been married since 1987. In 2017 no more dower rights.

Does that affect my situation or only the deeds that came after the new 2017 ruling?

Kenneth V Zichi
Kenneth V Zichi
answered on Oct 3, 2023

No -- dower was abolished in April 2017 so with the limited exception of widows whose spouse died before then, there is no dower.

BUT there are other 'rights' surviving spouses (of both genders) retain such as electing against a will or inheriting something through intestate...
View More

1 Answer | Asked in Estate Planning for Michigan on
Q: Michigan is a pension payout part of a trust? My brother past away and my mom was excluded Trust is she entitled pen

According to my brother executor she doesn’t but according to the pension people at his company she does. Causing lot of family drama! Being called trying to pull one!!

Kenneth V Zichi
Kenneth V Zichi
answered on Sep 23, 2023

IF (and only if) the 'pension' has a death benefit -- maybe.

Is the mother a named beneficiary of the pension 'death benefit'? Then she's entitled to directly receive a portion per the rules of the pension.

If the TRUST is the named beneficiary, then the...
View More

2 Answers | Asked in Family Law, Estate Planning and Probate for Michigan on
Q: as an heir do I have a right to know how the will is meant to be distributed ?

When probate is not an issue, and there are only two heirs, one being the executor, how long should I be expected to wait for an accounting and distribution of the will ?

Brent T. Geers
Brent T. Geers
answered on Aug 29, 2023

First question to ascertain is whether there even needs to be a probate estate opened. Many people die with wills but otherwise have all their assets either owned jointly or with beneficiary designations that control the distribution of assets over anything in the will.

A common example...
View More

View More Answers

1 Answer | Asked in Estate Planning and Real Estate Law for Michigan on
Q: If I die and not married but have minor (under 18) children and my boyfriend (no kids) is on the deed of my house with

Me will the house become his? Or can my next of kin (mother who I have no relationship with) take it from him?

Trent Harris
Trent Harris
answered on Aug 25, 2023

The answer to this question is "it depends." It depends on whether you both own the house as joint tenants with right of survivorship, or whether you own the house as tenants in common. And it also depends on whether you have any estate plan documents such as a will, trust, or lady bird... View More

3 Answers | Asked in Estate Planning, Real Estate Law and Probate for Michigan on
Q: Property acquired through quitclaim deed has transferability restrictions to heirs at law, but the grantor is deceased.

There was a plot of land that my grandfather transferred to me through a quitclaim deed many years ago. Regarding current situations I am looking to sell the property, However, in the quitclaim deed, it says that the transferability only extends to heirs at law. However it also says that it can be... View More

Trent Harris
Trent Harris
answered on Aug 24, 2023

The restrictive language you mentioned in the deed may not be enforceable under Michigan law under Michigan Land Title Standard 9.1. I suggest you contact a title company to obtain a title commitment for the property. The title commitment will tell you what steps you may need to take (if any)... View More

View More Answers

2 Answers | Asked in Estate Planning, Elder Law and Probate for Michigan on
Q: Had a question about becoming executor of someone's estate in MI. My mother recently passed and had no will.

I'm her only child and she's not married. The only thing she has left is some clothes and a few nick nacks. I intend to donate most of it to good will. How do I go about being named executor? Since she had nothing why would I want to be named executor? She was married for a long time to a... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Aug 21, 2023

You say she didn't have anything but then add she has a 10,000 (plus judgment interest?) debt owed to her. Therefore she DOES have something to probate: her interest in that judgment.

The question becomes is it worth it to begin probate for the POSSIBILITY of recovering 10k? The...
View More

View More Answers

3 Answers | Asked in Estate Planning and Probate for Michigan on
Q: Can a 2007 Michigan Revocable Trust override a 2021 Florida Will?

My father created two Florida wills in 2020 and 2021 after his wife of 36 years died in 2019. Both had trusts that were similarly worded to provide for five children. The wills gave everything to a woman Dad met six weeks after my step-mother died. We lost a challenge to the Florida Will. It is... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Aug 20, 2023

I’m sorry to hear of your loss.

The question you ask Hans no clear answer but the analysis starts with a smoke question: Was there anything IN the trust? If the valid will was NOT a ‘pour-over Will’ and there was nothing in the trust then the trust is of no consequence....
View More

View More Answers

3 Answers | Asked in Elder Law, Estate Planning and Probate for Michigan on
Q: My parents died leaving a trust. How do I go about getting the trust dissolved?
T. Augustus Claus
PREMIUM
T. Augustus Claus pro label Lawyers, want to be a Justia Connect Pro too? Learn more ›
answered on Aug 18, 2023

Depending on the circumstances, there might be specific grounds for dissolution outlined in the trust document, or it may require the agreement of all beneficiaries. If all beneficiaries are in agreement, the process can be more straightforward. However, if the trust document does not provide for... View More

View More Answers

2 Answers | Asked in Estate Planning, Probate, Social Security and Public Benefits for Michigan on
Q: Sister is abusing position as Trustee of Family Trust. Can adult brother receiving SSD be named successor Trustee?

Adult sister and brother are sole beneficiaries of Trust set up by now deceased parents.

Sister has ignored brother's requests for accounting, bank statements or fund disbursements, hasn't filed taxes since she became Trustee a few yrs ago, is allowing her children to use Trust... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Aug 7, 2023

The brother isn't 'disqualified' from being a trustee because of his status on Social Security Disability for a physical condition, but some federal benefits (specifically SSI which it sounds like may not be involved here, but I'd want to be extra sure!) may be impacted by his... View More

View More Answers

2 Answers | Asked in Estate Planning for Michigan on
Q: I HAVE A TRUST ALSO HAVE BANK ACCTS AND HOUSE JOINTLY SHARED DOES JOINT OWNER GET THOSE WITHOUT GOING THRU TRUST
Steven G Cozart
Steven G Cozart
answered on Aug 6, 2023

First, congratulations that you have taken the time and made the investment to create a trust! The vast majority of Americans do not have any estate planning documents in place.

Assets that are jointly held, like your bank account and real estate, do NOT need to "go through" the...
View More

View More Answers

2 Answers | Asked in Estate Planning, Elder Law, Family Law and Probate for Michigan on
Q: A secret trust was set up by my mother’scaretaker (CT) who has all of the POA and power. I am disinherited.

Mom has dementia, but she is coherent; very forgetful too. She currently lives in rehab center. Mom now wants me to inherit. However, she cannot advocate for that. I am banned ( but I snuck in twice). CT has mom’s ID. Anything I can do short of suing for guardianship?

Brent T. Geers
Brent T. Geers
answered on Aug 5, 2023

No. You would need to petition the probate court for guardian and conservatorship. If this caretaking has proper documentation in the form of a POA, you face a significant uphill battle.

You say you are banned from seeing your mother; By whom? And why? Depending on your answers, you're...
View More

View More Answers

2 Answers | Asked in Estate Planning and Real Estate Law for Michigan on
Q: Michigan estate attorney has taken over 8 months to finish a deed for inherited property. What can I do.

They sent the quit claim deed I completed my portion was told to have it virtually notarized, did that and returned. Later received returned filing fee check (in law offices name) saying it was denied. Have asked questions to lawyer,and staff first they say it was a new program they needed to add... View More

Trent Harris
Trent Harris
answered on Jul 19, 2023

This sounds like a dispute you have with the attorney about whether the attorney has completed the work you hired the attorney to do. If you are unhappy with your attorney's work, then I would first look to your retainer agreement with the attorney, if you have one. Your retainer agreement... View More

View More Answers

1 Answer | Asked in Estate Planning and Probate for Michigan on
Q: I paid off my mothers vehicle after she passed. No will or probate. The bank won’t speak to me about why a lien is on ca
Brent T. Geers
Brent T. Geers
answered on Jul 18, 2023

You may need to transfer title through the Secretary of State. There is a form for this when the transfer is to an heir such as yourself and no probate proceedings.

As crazy as it sounds, to the bank, you are just a stranger until your name is on the title. And just like I couldn't...
View More

1 Answer | Asked in Estate Planning and Probate for Michigan on
Q: I am in rhe process of becoming executor of my deceased parents estate, I have no siblings, can I pay the cc debt after

I am deceased a nd have the money come out of the sale.of the home, so I don't have to deal with is this a thing, is this legal?

Kenneth V Zichi
Kenneth V Zichi
answered on Jul 2, 2023

Your question is not exactly clear, and it would benefit you greatly to contact a local probate attorney to review your whole situation to provide real advice.

Generally speaking, the debt is due when the debt is due and absent an agreement with the creditor to change that, you cannot...
View More

1 Answer | Asked in Estate Planning for Michigan on
Q: What happens to my interest in my house if my husband passes away before co-owner?

My husband is on the deed for our house with a friend that also lives in the house. Can you tell me what happens if my husband passes away before she does since I am not on the deed? Does his interest in the house automatically transfer to me?

Don L Rosenberg
Don L Rosenberg
answered on Jun 28, 2023

Frankly there is not enough information to give you an answer. Are you on the deed with him at all? How does your husband and friends read - tenants in common or joint with rights of survivorship. If can email the wording of the deed or send me a copy I can provide a better answer.... View More

2 Answers | Asked in Estate Planning for Michigan on
Q: M y friend and I have lived together over 34 years, never got married to each other but hold all assets jointly.

We each have adult children and grandchildren, we are 68 and 67 years. All assets are joint, however, we would like to create a trust to protect each other and set things up the way we wish. Is this something you or your office can assist us with? Thanks so much, we live in Munith Michigan.

Trent Harris
Trent Harris
answered on Jun 16, 2023

Good morning. The situation you describe is not all that uncommon in the world of estate planning. Estate plans can be made for single people, married people, or unmarried people who are in long-term relationships or who are life partners. My suggestion would be to directly contact (i.e. by phone)... View More

View More Answers

1 Answer | Asked in Civil Litigation and Estate Planning for Michigan on
Q: Can I get a new trial if the presiding judge in my case publicly said he didn't decide my original case on its merits?
Trent Harris
Trent Harris
answered on Jun 12, 2023

If what you said is true, you could file a motion to set aside the judgment and request a new trial. But it would most likely be within the discretion of the court whether to grant your motion. You would most likely need to identify one or more legal errors that affected the outcome, and facts to... View More

2 Answers | Asked in Family Law, Probate and Estate Planning for Michigan on
Q: My mother’s name was never on the title of which my father’s uncle left him and his heirs acres of land both parents

are deceased 9 children 3 deceased

David Soble
PREMIUM
David Soble
answered on Jun 8, 2023

Because your mother has not been named on the deed, she still may have rights under a will to take the property, or she still may have the opportunity to take the property pursuant to filing a probate action since your father passed intestate. A real estate or probate attorney will still need to... View More

View More Answers

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.