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Estate & Succession Planning

Butzel Long’s estate and succession planning team determines the most advantageous ways to hold assets during clients’ lifetimes and distribution after their deaths. We can develop sophisticated estate plans for extremely high net worth individuals and address the unique issues surrounding family- and closely-held businesses. Our practice handles both commonplace and complex matters.

Our in-depth understanding of the intricate tax and estate laws gives clients optimal and creative solutions during their personal and professional lifespan. We can counsel fiduciaries during the administration of estates, trusts, guardianships, or conservatorships proceedings; and we can assist with tax compliance when preparing fiduciary income tax returns, federal gift tax returns, and federal and state gift tax returns.

Experience

Actively involved in the administration of one of the largest estates in Michigan.
Created a private charitable foundation in excess of 20 million; actively involved in the administration of the foundation.
Created numerous private charitable foundations.
Handled the administration of several estates in excess of $100 million.
Lead counsel in two separate litigations, both involving $100 million trusts, with respect to claims of breach of fiduciary and related claims