Kemp Klein

 

PROBATE LAW CASE SUMMARY

BY ALAN A. MAY

Every month I summarize the most important probate cases in Michigan. Now I publish my summaries as a service to colleagues and friends. I hope you find these summaries useful and I am always interested in hearing thoughts and opinions on these cases.

Alan May is a shareholder who is sought after for his experience in guardianships, conservatorships, trusts, wills, forensic probate issues and probate.  He has written, published and lectured extensively on these topics.

He was selected for inclusion in the 2007 and 2008 issues of Michigan Super Lawyers magazine featuring the top 5% of attorneys in Michigan and has been called by courts as an expert witness on issues of fees and by both plaintiffs and defendants as an expert witness in the area of probate and trust law.  He is listed by Martindale-Hubbell in the area of Probate Law among its Preeminent Lawyers.

 


 

PROBATE LAW CASE SUMMARY

BY ALAN A. MAY

Every month I summarize the most important probate cases in Michigan. Now I publish my summaries as a service to colleagues and friends. I hope you find these summaries useful and I am always interested in hearing thoughts and opinions on these cases.

Alan May is a shareholder who is sought after for his experience in guardianships, conservatorships, trusts, wills, forensic probate issues and probate.  He has written, published and lectured extensively on these topics.

He was selected for inclusion in the 2007 and 2008 issues of Michigan Super Lawyers magazine featuring the top 5% of attorneys in Michigan and has been called by courts as an expert witness on issues of fees and by both plaintiffs and defendants as an expert witness in the area of probate and trust law.  He is listed by Martindale-Hubbell in the area of Probate Law among its Preeminent Lawyers.

 


 
By Neal Nusholtz

Squeezing Every Penny Out of the Uncertain Estate Tax Unified Credit

Published in Michigan Probate & Estate Planning Journal, Summer 2022

 


 

PROBATE LAW CASE SUMMARY

BY ALAN A. MAY

Every month I summarize the most important probate cases in Michigan. Now I publish my summaries as a service to colleagues and friends. I hope you find these summaries useful and I am always interested in hearing thoughts and opinions on these cases.

Alan May is a shareholder who is sought after for his experience in guardianships, conservatorships, trusts, wills, forensic probate issues and probate.  He has written, published and lectured extensively on these topics.

He was selected for inclusion in the 2007 and 2008 issues of Michigan Super Lawyers magazine featuring the top 5% of attorneys in Michigan and has been called by courts as an expert witness on issues of fees and by both plaintiffs and defendants as an expert witness in the area of probate and trust law.  He is listed by Martindale-Hubbell in the area of Probate Law among its Preeminent Lawyers.

 


 
Robert S. Zawideh

Kemp Klein Attorney, Bob Zawideh Sits Down with Forgotten Harvest Chief Development Officer, Tim Hudson

 

Bob Zawideh sits down with Forgotten Harvest Chief Development Officer, Tim Hudson for an inside look at how they feed thousands of your neighbors every day.

Click below to see why we’re thrilled to support Forgotten Harvest at next week’s inaugural Kemp Klein Golf Outing.

Get an inside look at this incredible organization!

 

 

 


 
By Neal Nusholtz

Why State Optional Community Property
Statutes Can Be Easily Challenged by the IRS

Published in Michigan Tax Lawyer, State Bar of Michigan Taxation Section, Summer 2022

 


 

Nixon Wins Appeal in Favor of Charities

 

Case Summary: Upon his death, Raymond Rech’s trust gave three-quarters of his multi-million-dollar estate to three charities. The remaining quarter was held in trust to support his sister during her lifetime, after which the trust stated the remainder should be divided equally between the three charities. The sister’s grandchildren fought the distribution, claiming that a seemingly conflicting provision of the trust gave them the remainder, and the probate court agreed.

Resolution: Kemp Klein appellate attorney Ronald S. Nixon successfully represented the trustee in appealing the decision, winning over a million dollars back for the charities and defending Raymond Rech’s intent. The lesson learned from this case is that your estate planning documents need to be clear and not include unnecessary language that could be leveraged by those whom you do not want to receive your inheritance.

For further information regarding these matters, please contact Mr. Nixon at 248.619.2855 or via email.

 


 

Thomas L. Boyer

Former Kemp Klein Attorney Thomas L. Boyer Passes Away

We are sad to announce the passing of retired Kemp Klein attorney and shareholder Tom Boyer.

Tom worked for Kemp Klein for 42 years and was well liked and respected among his colleagues. In his decades at Kemp Klein, Tom became known for his expertise in Union, Labor, and Employment Law. Around the office, Tom loved to discuss baseball and football, especially when it applied to his alma mater, Notre Dame. He enjoyed travel and golf and he possessed an unrivaled expertise in fine wines. 

Tom is survived by his beloved wife of 49 years, Susan, three children, Stephen, Catherine Gillespie (Doug), and Jennifer Greenfield (Bob), and three grandchildren, Norah, Daniel, and Eleanor.

Kemp Klein extends our deepest condolences to the family of Mr. Boyer.

His full obituary may be read here.

 


 

Brian R. Jenney recognized by Best Lawyers in America as 2023 Lawyer of the Year for Elder Law

We are very proud to announce Kemp Klein Attorney, Brian R. Jenney was recently recognized by Best Lawyers in America® as the 2023 Lawyer of the Year for Elder Law. 

This award is bestowed by Best Lawyers to only one lawyer with the highest average of votes in their particular practice and region, indicative of a stellar reputation and work ethic. For 2023, only 5,484 lawyers, 0.4% of all practicing U.S. lawyers, across the country were presented this award.

Brian Jenney helps families and individuals with elder law and special needs issues as well as estate planning and administration. For those planning ahead, Mr. Jenney prepares wills, trusts and powers of attorney to ensure proper future handling of medical decisions, finances and the distribution of assets. For family members with more immediate elder care issues, Mr. Jenney can assist with guardianships and conservatorships of ailing family members. In addition, Mr. Jenney helps families work through the administration of wills and trusts and the related tax issues after the loss of a loved one.


You may contact Mr.Jenney at 248-740-5688 or via email.

 


 

Eighteen of the firm’s lawyers have been included in the 2023 edition of Best Lawyers in America®

William B. Acker – Litigation and Controversy – Tax, Real Estate Law, Tax Law, and Trusts & Estates

C. Leslie Banas – Corporate Law and Real Estate Law

Cynthia E. Brazzil – Corporate Law

Richard C. Bruder – Closely Held Companies and Family Businesses Law

Joseph P. Buttiglieri – Litigation – Trusts & Estates

Ralph A. Castelli, Jr. – Corporate Law and Real Estate Law

Mark R. Filipp – Litigation – Labor and Employment

Brian R. Jenney – Elder Law and Trusts & Estates

David D. Marsh – Real Estate Law

Alan A. May – Litigation – Trusts & Estates and Trusts & Estates

Norman D. Orr – Bankruptcy and Creditor Debtor Rights / Insolvency and Reorganization Law and Corporate Law

Thomas C. Rauch – Real Estate Law

Brian H. Rolfe – Commercial Litigation

Stuart Sinai – Securities Regulation

Amy A. Stawski – Family Law

Thomas V. Trainer – Elder Law and Trusts & Estates

Michael D. Umphrey – Business Organizations (including LLCs and Partnerships) and Trusts & Estates

Robert S. Zawideh – Arbitration and Litigation – Trusts & Estates