Articles Posted in Estate Administration

What Does “Protected Individual” Mean in the Michigan Probate Courts?
Patrick & Associates, PLLC

In a previous post for this site, we explored a bit of the history and context surrounding Michigan’s Estates and Protected individuals Code (EPIC). In this followup, our goal is to dive more into the definition of “protected individual” as it applies in probate court proceedings — and offer some broad overviews of important concepts…

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How Do I Access a Decedent’s Safe Deposit Box in Michigan?
Patrick & Associates, PLLC

In a previous article for this site, we wrote about the importance of taking care to thoughtfully organize, store, and safeguard your estate planning documents when you have the chance. This includes coming up with a plan to keep your will, trust, powers of attorney, and burial documents safe from displacement, damage, or theft —…

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What Is a No-Contest Clause in a Will or Trust?
Patrick & Associates, PLLC

Will and trust contests can often cause estate administration to drag on — while pitting family members against each other.  To minimize the likelihood of contests during probate, one action that you may take as part of your estate plan is to add a “no-contest clause” to your will and/or trust.  Also known as a…

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Can a Trustee Be Challenged or Removed?
Patrick & Associates, PLLC

A trustee has many important responsibilities and duties, including managing, controlling, and distributing trust property, while keeping beneficiaries and other relevant parties informed about the administration of the trust.  A trustee is a fiduciary, meaning that they are held to a very high standard for conduct. In executing his or her duties, a trustee is…

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What Is a Testamentary Trust?
Patrick & Associates, PLLC

When you’re gone, your most important assets will remain — and they will be reallocated. Estate planning is a process that keeps you in control of the most important things in your life. Depending on the specifics of your circumstances, there are numerous estate planning mechanisms and tools to discuss with your estate planning attorney,…

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Can You Challenge or Remove a Personal Representative in Michigan?
Patrick & Associates, PLLC

When someone passes away, their assets must be collected and distributed and their estate must be guided through Michigan’s probate courts. The personal representative is the person tasked with this important responsibility, which typically includes: As they discharge their duties, a personal representative is held to a very high standard of conduct. They are expected…

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How to Provide for Someone with Special Needs as Part of Your Estate Plan
Patrick & Associates, PLLC

If you are the parent or sibling of a loved one with special needs, you know the importance of making sure they’re protected and able to enjoy the best possible quality of life. These crucial and meaningful goals should also be considered as part of your estate plan.  A writing from the Special Needs Alliance…

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When to Consider Choosing a Professional Fiduciary
Patrick & Associates, PLLC

Setting up your estate plan isn’t always a pleasant thing to think about; however, it’s a very important step to take when you have the opportunity.   Often, taking time to plan for what will happen to the people who matter most and the assets you’ve spent a lifetime acquiring will include considering who you will…

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Can You Disinherit an Adult Child in Michigan?
Patrick & Associates, PLLC

When you pass away, what will happen to the assets you’ve spent a lifetime acquiring? Developing an estate plan is a process that keeps you in control if you become incapacitated, and even when you’re gone. For some people, this may mean taking action to deliberately exclude or disinherit certain individuals from their wills or…

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The Downsides of DIY Estate Planning
Patrick & Associates, PLLC

You may be familiar with the concept of “Do It Yourself,” or “DIY.” In short, this ethos is all about tackling important projects on your own, without having to involve professionals. Most people associate DIY with homeowners researching solutions, buying their own tools, and getting to work making fixes and repairs around the house. Other…

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