ATTORNEYS
Michael J. Mehr
Edward M. Deron
Edward S. Gusky
Matthew C. Cohn
Steven J. Migliore
SENIOR COUNSEL
Jerry
D. Luptak
S.A. Ciaramitaro,
Jr.
OF COUNSEL
Mark E.
Reizen
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Evans & Luptak’s estate planning group is experienced in all aspects of estate planning, administration of estates and trusts, asset protection, wealth preservation, and matters related to nonprofit organizations. E&L represents the interests of the estate or beneficiaries in contested estate or trust matters, such as will contests, disputes over the construction of wills or trust agreements, and disputes arising out of the administration of an estate or trust. We administer both testamentary trusts and inter vivos (living) trusts and represent donors and donees with respect to charitable giving and legacy planning. Our services include:
- Counseling on estate, gift, income, and generation-skipping transfer tax issues;
- Preparing personalized estate planning documents such as wills, revocable living trusts, irrevocable trusts, special needs trusts, generation-skipping trusts, insurance trusts, charitable trusts, and powers of attorney for financial matters and for making medical treatment decisions;
- Representing clients on income, gift, estate and other tax matters before the Internal Revenue Service, the U.S. Tax Court, the Michigan Department of Treasury, Tax Tribunal, and other courts and agencies;
- Representing fiduciaries in the administration of estates and trusts;
- Establishing foundations and other charitable giving programs;
- Advocating in will contests and other litigation involving estates, trusts, conservatorships, and guardianships;
- Sophisticated tax and succession planning for owners of closely held businesses;
- Preparing family limited partnerships and limited liability companies;
- Counseling on retirement distribution issues;
- Pre- and Post-marital agreement negotiations;
- Preparing Federal and state tax returns required upon death; and
- Post-mortem tax planning.
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AREAS OF EXPERTISE
Taxation
Corporation, LLC & Partnership
Real Estate & Construction
Mergers & Acquisitions
Litigation, Arbitration & Mediation
Estate Planning, Probate & Elder
Commercial Banking & Finance
Labor & Employment
Creditors' Rights & Debtors' Remedies
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