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Michigan Probate Questions & 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

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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

Joseph  Dallo
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Joseph Dallo
answered on Sep 1, 2023

In Michigan, as in many jurisdictions, the following general principles apply:

Qualification as Trustee: An adult, regardless of whether they're receiving Social Security Disability (SSD) benefits, can generally serve as a trustee unless there's a specific legal reason...
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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?

Joseph  Dallo
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Joseph Dallo
answered on Sep 1, 2023

In situations where there's a suspicion of undue influence or wrongdoing, especially involving caregivers and fiduciaries, several legal avenues might be available. Here's an outline of potential options in Michigan (as the jurisdictional context provided in prior questions was Michigan):... View More

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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...
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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...
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3 Answers | Asked in Probate for Michigan on
Q: Son dies 40 yrs old divorced 2 minor children, x-wife has custody. Does Father of son begin probate or x wife?

Father was advised to receive permission from X-wife as children's representative to bury the son. Then x-wife was told she needed to get permission from deceased son's father to be in charge of the probate process. Why would Father need permission to bury from x-wife then x-wife need... View More

Kenneth V Zichi
Kenneth V Zichi
answered on Jul 13, 2023

Bear with me -- you actually ask a rather complicated question even though you may not think it is! AND THIS UNDERSCORES why you need local legal representation!

There are two things going on here: 1) who can make burial arrangements and 2) who has priority to act as Personal...
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3 Answers | Asked in Probate for Michigan on
Q: Son dies 40 yrs old divorced 2 minor children, x-wife has custody. Does Father of son begin probate or x wife?

Father was advised to receive permission from X-wife as children's representative to bury the son. Then x-wife was told she needed to get permission from deceased son's father to be in charge of the probate process. Why would Father need permission to bury from x-wife then x-wife need... View More

Trent Harris
Trent Harris
answered on Jul 13, 2023

The right to make decisions about funeral and burial arrangements falls to the next of kin in a statutory order of priority. Typically, that would be: surviving spouse; surviving children; surviving parents; then surviving siblings, and so on. The right to be personal representative follows the... View More

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3 Answers | Asked in Probate for Michigan on
Q: Son dies 40 yrs old divorced 2 minor children, x-wife has custody. Does Father of son begin probate or x wife?

Father was advised to receive permission from X-wife as children's representative to bury the son. Then x-wife was told she needed to get permission from deceased son's father to be in charge of the probate process. Why would Father need permission to bury from x-wife then x-wife need... View More

David Soble
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David Soble
answered on Jul 14, 2023

Generally speaking, the ex- spouse has no authority to do anything related to funeral arrangements for the 'son' unless the deceased son left a will stating otherwise. The father or parents have the rights and authority to conduct funeral arrangements for his son. If the funeral home... View More

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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...
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2 Answers | Asked in Probate for Michigan on
Q: If a sibling takes a paid off inherited home, not specifically willed, should she have to compensate siblings?

I rent, partly because I can't live with her and moved out due to her verbal abuse. The plan of my other siblings was I'd eventually live with her somewhere else to be paid off when the house is sold, as I'm not in a great financial situation. I've been paying rent over a few... View More

Brent T. Geers
Brent T. Geers
answered on Jun 25, 2023

"There was probate, but I wasn't told if the house was involved."

The answer to this will tell you what you're looking at. Several things may be happening:

-your parent deeded the house to your sister before death, had your sister on the deed as a joint tenant,...
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2 Answers | Asked in Probate for Michigan on
Q: If a sibling takes a paid off inherited home, not specifically willed, should she have to compensate siblings?

I rent, partly because I can't live with her and moved out due to her verbal abuse. The plan of my other siblings was I'd eventually live with her somewhere else to be paid off when the house is sold, as I'm not in a great financial situation. I've been paying rent over a few... View More

David Soble
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David Soble
answered on Jun 26, 2023

Generally, it is is not difficult to find out if a home is included in the assets of one's probate estate. If the house was part of the estate (left in the will) then the personal representative may have the authority to collect rent while a related person is living in the home during the... View More

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1 Answer | Asked in Family Law, Adoption, Child Custody and Probate for Michigan on
Q: Are there any Supervised Visitation places that supervise visits out in the community?

I currently have supervised visits with my child out in the community, currently that visits are being supervised by the person who has the Guardianship of my child. It is not working out, the person lies in court about my visits says nothing but negative things about my visit that are not true all... View More

Brent T. Geers
Brent T. Geers
answered on Jun 22, 2023

Great question. To my knowledge, all supervision agencies would require on-site visits for liability reasons (they don't want their employees out some place they can't really control and in what could be a volatile situation). While not ideal (it costs time, money, and let's face it:... 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
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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

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1 Answer | Asked in Real Estate Law, Estate Planning and Probate for Michigan on
Q: How to find the status of a property / parcel if the publicly listed owner has passed some time (year) ago?

It has been a year or so and the property did *not* have a will attached (according to an heir with whom I briefly spoke) and was to go through probate.

As I'm following-up currently the records still only list the decedent, and as I understood it probate usually takes under about... View More

Brent T. Geers
Brent T. Geers
answered on Jun 6, 2023

The property will not change hands until someone (usually an heir) commences the probate process. It is not uncommon, although unwise for a number of reasons, for houses to be held in a deceased person's name while family members continue to live there for sometimes multiple generations. As... View More

2 Answers | Asked in Estate Planning, Real Estate Law and Probate for Michigan on
Q: How do I obtain a deed for my property?

New house owned 36 years. I do not recall any deed information.

Trent Harris
Trent Harris
answered on May 9, 2023

If your deed was recorded, you can buy a copy from the office of the Register of Deeds for the county where the property was located. If the deed was not recorded, then you may have a problem. You would need to contact the seller if they are alive to get a deed, or possibly the seller's estate... View More

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1 Answer | Asked in Estate Planning and Probate for Michigan on
Q: As an Executor of wills and estate can i forbid entry to a house until that estate is settled?

This conserns a resident of the house, an inlaw, with sketchy and or shady friends and i do not want things coming up missing before estate disbursment

Trent Harris
Trent Harris
answered on Apr 27, 2023

The short answer is, yes, you have the right to control access to the house as executor of the estate, subject to two caveats:

(1) you don't have authority to do that unless you have letters of authority from the probate court; and

(2) your right to exclude others on on behalf...
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2 Answers | Asked in Estate Planning and Probate for Michigan on
Q: How do I find out the name of the attorney who prepared my mother's will for her, so that I can retrieve a copy?

She'd showed it to me and told me where it was located in her home, along with her safe deposit box key. Now that she has passed away though, my stepfather has not filed it with the probate court, or given me a copy or discussed it with me. I am concerned...

John Michael Frick
John Michael Frick
answered on Apr 26, 2023

There is no easy way to do this. You would need to ask someone who knows which attorney your mother used. That attorney may or may not still be alive and practicing law. That attorney may or may not have a copy of the will he/she drafted. If he/she does, it most likely will not be a signed... View More

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2 Answers | Asked in Probate for Michigan on
Q: Can a court ordered nursing home patient guardian sell there property if there is a beneficiary?

Grandma past away, her husband is in a nursing home. His guardian is selling there property, can they legally do that if there is a beneficiary?

Trent Harris
Trent Harris
answered on Apr 21, 2023

By beneficiary, I'm assuming you mean there is someone named on the deed who is supposed to get the property when husband passes away.

The short answer to your question is yes, a court appointed guardian or conservator could sell the house with approval of the probate court. That...
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1 Answer | Asked in Estate Planning, Collections and Probate for Michigan on
Q: My mother passed in Sept of 2021, in April 2023 a medical bill came for services in June 2020. Do we pay it?

A death notice was posted in the paper and since it was over a year I thought their claim to any estate was over.

Trent Harris
Trent Harris
answered on Apr 18, 2023

It depends what you mean by "death notice" in a paper. If you mean an obituary, that is not enough. On the other hand, if by "death notice was posted in the paper" you mean a notice to creditors was published in the newspaper by a personal representative under MCL 700.3801 or a... View More

2 Answers | Asked in Probate for Michigan on
Q: Mother recently passed. Estate qualifies for small estate administration in Michigan using Assignment of Property.

There are significant assets that will transfer outside of probate (trust, POD). Is an Order for Assignment of Property sufficient when dealing with miscellaneous entities (post office, locksmiths, utilities, etc)? Or is it advisable to go for Informal Administration. Affairs were not complex -... View More

Trent Harris
Trent Harris
answered on Apr 14, 2023

A petition and order for assignment is one of two Michigan small-estate procedures that can be used when a deceased's probate property is less than $27,000. The other is an affidavit for delivery of certain assets to decedent's successor. You would only use these procedures if the... View More

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