Michigan Probate Lawyers - CF Legal

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Our team of Michigan probate lawyers are here to guide you through every step of these processes, from administering estates and trusts to establishing guardianships or conservatorships. We strive to ensure that your family’s wishes are honored, assets are protected, and legal obligations are met with the utmost care and professionalism. In the sections below, we explain key aspects of Michigan probate law – including estate planning with wills and trusts, the roles of guardians and conservators, resolving estate disputes through litigation, and the responsibilities involved in trust administration – so you know what to expect and how we can help.

Table of Contents

Probate Litigation and Estate Disputes in Michigan

Unfortunately, not all estates settle peacefully. Probate litigation refers to legal disputes that arise during the administration of a deceased person’s estate. Emotions and stakes are often high – family members may have differing views on what’s fair or what the deceased really intended. When a Michigan will or trust is contested, it can derail a loved one’s final wishes and tear families apart if not handled properly. Our goal in any probate dispute is to resolve the matter as efficiently and amicably as possible, but we are fully prepared to advocate for our clients’ rights in court when needed. With nearly 30 years of experience, Attorney Craig Fiederlein has successfully litigated complex estate and trust disputes – including recovering over $1 million for a client in a contested trust case. We have handled thousands of will contests, trust contests, claims of undue influence or lack of capacity, and contested guardianship or conservatorship matters in Michigan.

Common types of probate disputes that lead to litigation include:

  • Will Contests – where an heir or beneficiary challenges the validity of a will. This might be on grounds that the will was not executed with the required legal formalities, or that the deceased lacked testamentary capacity, or was under undue influence when making the will. For example, an adult child cut out of a late parent’s will might allege that another sibling pressured the parent into an unfair estate plan. A will contest is a type of lawsuit that formally objects to the will’s validity, and if the challenger proves the will is invalid, the court may “throw out” the will entirely. Michigan law imposes strict time limits and standards of proof on will contests, so having an experienced probate litigation attorney is crucial whether you are contesting a will or defending one.

  • Trust Disputes – similar to will contests, these involve challenges to the terms of a trust or the actions of a trustee. A beneficiary might claim that a trust amendment is invalid due to fraud or that the trustee is mismanaging the trust assets. Because trusts often avoid probate court oversight, beneficiaries sometimes need to initiate litigation to hold a trustee accountable. Michigan probate courts have authority to hear trust cases (often called trust litigation) to resolve issues like improper asset distribution or to interpret ambiguous trust language. Disputes may also arise if a trust was created or amended when the grantor was incapacitated or under undue influence – essentially a trust contest analogous to a will contest.

  • Breach of Fiduciary Duty Claims – Executors (personal representatives) of estates and trustees of trusts are “fiduciaries,” meaning they have a legal duty to act in the best interests of the estate and beneficiaries. If a fiduciary fails in that duty – for instance, by mismanaging assets, self-dealing, neglecting to pay creditors or taxes, or not following the will or trust instructions – interested parties can bring a lawsuit for breach of fiduciary duty. Such claims might seek to remove the executor or trustee, recover misappropriated funds, or surcharge the fiduciary for losses. Our firm assists beneficiaries in holding fiduciaries accountable, and we also defend executors and trustees who are wrongly accused, ensuring they can fulfill their duties correctly.

  • Beneficiary and Heir Disputes – Fights can erupt among family members over their share of the inheritance. Perhaps a relative expected a larger portion of the estate, or siblings quarrel over sentimental family items. There might be allegations that one heir interfered with the estate plan, or disagreements about how to interpret certain clauses in a will or trust. We have seen inheritance disputes between siblings, step-family members in blended families, and other complex family situations. When communication breaks down and accusations fly, probate litigation may become necessary to settle the matter with finality.

  • Estate Asset and Accounting Disputes – Sometimes disputes arise over how an estate is being administered even if the will itself isn’t challenged. Beneficiaries may question whether all assets have been properly disclosed and marshalled, or they might object to the expenses and distributions reported in a fiduciary’s accounting. Michigan law allows beneficiaries to request formal accountings. If there are discrepancies or concerns about theft or waste of estate assets, litigation can ensue. Additionally, creditors of the estate might litigate if their claims are denied by the personal representative.

  • Guardianship and Conservatorship Disputes – Although not part of a decedent’s estate, conflicts can also occur in guardianship or conservatorship cases (for example, two family members might each petition to be an incapacitated parent’s guardian, or relatives might disagree about the conservator’s management of the parent’s funds). These are handled in probate court as well and can require litigation to resolve who should be in charge or how assets should be used for the ward.

Probate litigation is unique in that it combines emotional family issues with complex legal questions. Our attorneys approach these cases with sensitivity and strength. We work to gather the facts – reviewing medical records, financial documents, and correspondence – to build a clear picture of what happened. With will contests and trust disputes, the burden of proof is on the challenger to prove the document is invalid, which often requires evidence of the decedent’s mental state or evidence of undue influence (e.g., an unscrupulous person isolating the elder and dictating their estate plan). These cases often involve expert witnesses (like doctors or handwriting experts) and require knowledge of both law and probate court procedure. We have the resources and award-winning level of skill to handle such challenges, whether it’s initiating a lawsuit to protect your inheritance rights or defending the validity of your loved one’s will or trust against accusations.

Importantly, not every probate dispute has to end up in a trial. We are also strong negotiators and can often resolve conflicts through settlement discussions or mediation, saving our clients the time and expense of protracted litigation. However, if going to court is necessary, we will diligently represent your interests and work to achieve a resolution that upholds your loved one’s true intentions and secures your rightful legacy.

Trust Administration and Trustee Responsibilities

One of the advantages of a living trust is avoiding probate, but that doesn’t mean there is no work to be done when the trust’s creator passes away. Trust administration is the process of carrying out the terms of a trust, and it is typically handled by the person or institution named as trustee. If you are appointed as a trustee in Michigan, you take on a heavy fiduciary responsibility. The Michigan Estates and Protected Individuals Code (EPIC) outlines a trustee’s duties in detail – including duties of loyalty, impartiality, prudence, and accountability – underscoring that a trustee must always put the beneficiaries’ interests first.

In practical terms, administering a trust involves many steps and tasks, especially in the period immediately following the grantor’s death. Some of the key responsibilities of a trustee include:

  • Collecting and Protecting Assets: Identifying all assets that belong to the trust, from bank accounts and investments to real estate or business interests, and securing them.

  • Paying Bills and Debts: Using trust funds to pay the grantor’s final expenses, outstanding bills, funeral costs, and valid debts. The trustee must also notify known creditors and follow Michigan’s procedures for creditors to make any claims.

  • Managing Investments Prudently: Continuing to manage any invested assets in the trust with caution and good judgment. Under the duty of prudence, a trustee should make informed investment decisions, diversify assets to balance risk, and avoid speculative or self-interested dealings.

  • Record-Keeping and Accounting: Keeping detailed records of every transaction involving the trust. Trustees need to track all income (like interest, dividends, or rent) and all expenditures (bill payments, distributions, taxes paid, etc.). Michigan law requires trustees to provide beneficiaries with relevant information and periodic accountings of the trust’s administration.

  • Filing Taxes: A trust may need its own tax ID and will likely have to file income tax returns. The trustee is responsible for ensuring all necessary tax returns are prepared and filed on time (this may include the decedent’s final personal tax return, trust income tax returns, and possibly estate tax returns if the estate is large).

  • Distributing Assets to Beneficiaries: Ultimately, the trustee carries out the trust maker’s wishes by distributing the remaining assets to the beneficiaries as outlined in the trust document. This may happen all at once after debts and expenses are settled, or it may occur in stages or as ongoing trust payouts (for instance, if the trust directs that beneficiaries receive monthly support payments or distributions at certain ages).

  • Communicating with Beneficiaries: Beneficiaries should be kept informed. A trustee should provide updates, share accountings, and be responsive to reasonable inquiries. If a beneficiary has concerns, the trustee should address them in good faith. Miscommunication or secrecy is often at the root of trust disputes, so a transparent trustee can prevent suspicions from arising.

Importance of Wills and Trusts in Estate Planning

A solid estate plan is the best gift you can leave your family. Wills and trusts are fundamental documents that specify how your assets should be distributed after death and who should handle these affairs. A properly drafted will ensures your wishes are clearly stated and legally enforceable, which helps prevent family disputes and confusion. If you die without a will (known as dying intestate), Michigan law will determine how your property is divided – potentially against your intentions. Creating a will with the help of a probate attorney gives you control and peace of mind.

Many Michigan families also use living trusts as part of their estate plan to avoid probate court proceedings entirely. Assets held in a trust do not have to go through the public probate process in order to reach the beneficiaries. In fact, both revocable and irrevocable trusts can bypass the need for probate, allowing trust property to transfer to beneficiaries without court intervention. By using a trust, you can often save time, reduce costs, and maintain privacy compared to relying only on a will. Trusts provide more certainty in carrying out your estate plan and reduce the risk of delays, fees, and public disputes that sometimes accompany probate. We routinely assist clients in establishing wills and trusts tailored to their needs, ensuring that their assets are distributed according to their wishes while minimizing potential conflict.

Guardianship in Michigan (For Incapacitated Adults and Minors)

Not all probate matters involve someone’s death. Probate courts in Michigan are also responsible for guardianships – legal arrangements to care for individuals who cannot care for themselves. A guardianship is typically used to assist either an incapacitated adult or a minor child. In Michigan, a guardian is a person appointed by the court to make personal, medical, and day-to-day decisions on behalf of someone who is unable to make those decisions independently. This could be an elderly parent with advanced dementia, an adult with a severe disability or illness, or even a child whose parents are unable to provide proper care.

For incapacitated adults, the guardian (often a family member or close friend) may be responsible for decisions about where the adult will live, what medical care they receive, and how to ensure their daily needs (nutrition, safety, etc.) are met. Michigan courts do not take away an adult’s autonomy lightly – a guardian is appointed only when there is clear evidence that the individual cannot make informed decisions for themselves. The goal is to protect vulnerable adults while also preserving as much of their independence as possible.

Guardianships are also crucial for minors in certain situations. If a child’s parents are deceased, incapacitated, or otherwise unable to care for the child, a concerned relative or another interested person can petition the probate court to become the child’s legal guardian. Common scenarios include a parent’s death or illness, abandonment or neglect, or parental substance abuse rendering them unfit – in these cases, a guardian steps in to provide a stable home and make decisions in the child’s best interest.

Conservatorship in Michigan (Managing Finances for Protected Individuals)

A conservatorship is a legal mechanism used when someone needs help managing their finances or property. While a guardian looks after an individual’s personal and healthcare needs, a conservator is appointed to handle the person’s financial affairs – paying bills, managing income, safeguarding assets, and making legal or economic decisions on their behalf. Conservatorships are common for elderly individuals suffering from cognitive impairments (like Alzheimer’s or dementia) and for adults who become disabled due to illness or injury. They can also be set up for minors who come into money (for example, via inheritance or life insurance) that needs management until the child reaches adulthood.

In Michigan, the need for a conservator arises when someone – referred to legally as a “protected individual” once a conservatorship is in place – is unable to manage their property or business affairs effectively. This could be because of mental incompetency or even physical incapacity. A conservator’s role is to prevent financial harm to that person. For instance, if an elderly parent can’t remember to pay bills or is at risk of being exploited financially, the court can appoint a trusted person to oversee those financial matters. The conservator has authority to make monetary decisions big and small: paying everyday expenses, managing bank accounts and investments, collecting income, maintaining real estate, and handling any other property or financial transactions in the protected individual’s best interest. Essentially, the conservator acts as a fiduciary, much like a trustee or executor, but for a living person’s assets.

Commonly Asked Questions

How can I avoid probate in Grand Blanc?

Avoiding probate in Grand Blanc can be achieved through various strategies. Certain assets, such as life insurance policies, retirement accounts, and jointly owned properties, automatically bypass the probate process. Additionally, setting up a living trust allows assets to be transferred directly to beneficiaries without court involvement. By planning ahead and utilizing these methods, you can ensure a smoother transition of your estate and potentially save your loved ones from the burdens of probate.

Having a will or trust is crucial for ensuring that your wishes are honored after your passing. Without these legal documents, the court may distribute your assets in a manner that does not reflect your intentions. A well-prepared will or trust provides clear instructions on how you want your estate to be managed, which can help prevent disputes among family members and streamline the probate process. This proactive approach can provide peace of mind for both you and your loved ones.

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Schedule a Free Consultation with a Michigan Probate Lawyer

Our Michigan probate attorneys provide strong support for trustees to help them fulfill their duties and avoid missteps. We can guide you through every aspect of trust administration – from interpreting the trust document and notifying beneficiaries, to preparing accountings and closing out the trust when the time comes. We often help trustees assemble a team of professionals, such as accountants, appraisers, or investment advisors, to manage the various aspects of an estate within a trust. If disputes or questions arise (for instance, a beneficiary questioning an expense or a trust term), we advise on the proper legal course, and if needed, represent the trustee in court to obtain approvals or instructions from a judge.

If you are a beneficiary of a trust and have concerns that a trustee is not performing properly, we also offer counsel on your options. Sometimes a gentle reminder or a lawyer’s letter to the trustee is enough to get things back on track; in more serious cases, we can petition the court for an accounting or for the trustee’s removal.

We serve individuals and families in Grand Blanc, Flint, Genesee County and across Michigan, and we’d be honored to assist you with your estate planning needs.

We will review your situation, answer your questions, and start crafting a plan that gives you peace of mind for the future. Evening and weekend appointments are available upon request, and we offer consultations in person or via Zoom for your convenience.

Contact us at 810-232-1112 today, or you can visit our Grand Blanc or Flint offices to get started. We look forward to being your trusted partner in planning for the future and achieving lasting security for your family.