Archived Articles

Commentator – Winter 2021 PDF icon (2)
Vol. 33, Issue 1

A message from Ralph Castelli
By Ralph A. Castelli, Jr.
In this newsletter, we often talk about the value of planning ahead, but with the unpredictable year we’ve just experienced, making plans can feel discouraging. Life looks a lot different than we expected it to look at this time last year. However, there are some upcoming changes that we can anticipate and those involve President Biden and his administration. Brian Jenney outlines several tax strategies that can help you get ahead of new legislation and Will Sanford shares an example of optimizing your estate plan to take advantage of today’s market and climate…
Read Full Article Here

Tax Planning for 2021
By Brian R. Jenney
Potential significant changes to tax laws require advisors and clients to act now. The House, Senate and the Presidency are held by Democrats, giving President Biden the potential opportunity to implement some significant proposed tax changes…
Read Full Article Here

Resolve to Create a SLAT in 2021
By Will C. Sanford
For all of us, 2020 was a startling reminder of life’s unpredictability and the importance of being prepared in uncertain times. If you find yourself, now, one month into your 2021 resolutions and are second guessing your new gym membership or diet, you are in luck. There is no time like the present to resolve to plan ahead and utilize the current tax legislation to you and your loved one’s advantage, before it may be too late…
Read Full Article Here

Commentator – Fall 2020 PDF icon (2)
Vol. 32, Issue 4

A message from Ralph Castelli, Jr.
By Ralph A. Castelli, Jr.
Although “pandemic fatigue” is a creeping reality for many, staying current on the CDC recommendations and OSHA regulations is crucial for business owners and families alike. In this issue…
Read Full Article Here

MDHHS Issues “Epidemic Orders” After Executive Orders Overturned
By Ronald S. Nixon
On October 2, 2020, the Michigan Supreme Court rendered an opinion that overturned Governor Whitmer’s numerous executive orders issued in response to the pandemic. Despite the ruling, employers and businesses operating during the pandemic should not assume that this decision eliminated all restrictions on their operations…
Read Full Article Here

Client Success Story: Zawideh Defends Widow’s Inheritance
Petitioner, Mr. Zawideh’s client, married her late husband (“the decedent”) in November 2002, after a two-year engagement during which they lived in different states. Two days before their wedding in Michigan, her then fiancé picked up the Petitioner from the airport and told her for the first time that his aunt, the matriarch of his family, who employed decedent and controlled his finances, wanted decedent and petitioner to sign a prenuptial agreement that would leave Petitioner with nothing in the event of the decedent’s death…
Read Full Story Here

Commentator – Summer 2020 PDF icon (2)
Vol. 32, Issue 3

A message from Ralph Castelli
By Ralph A. Castelli, Jr.
Regardless of the venture ahead, a bit of planning in the forefront has never put anyone behind…
Read Full Article Here

Do Your Homework Before Buying a Property and Expecting to Use it as a Short-Term Rental
By Jason P. Seaver
The short-term leasing of properties, particularly vacation properties, has been a hot topic of discussion for the last several years. Leasing out a vacation property when not in use by the property owners has been done for decades to help defray the cost of maintenance, or even as a regular income stream to the owners…
Read Full Article Here

Tow-Truck Driver or Wingman? How to Get the Most Value From Your Lawyer
By Richard C. Bruder
Too many lawyers are tow-truck drivers. Or, do our clients just think of us that way? I’ve driven my share of tow-trucks in 35+ years of practice. But my greatest value to my clients comes when I am their wingman…
Read Full Article Here

Employment Law Q & A
By Mark R. Filipp
The Families First Coronavirus Response Act, signed into law on March 18, 2020, provides several emergency provisions to provide for reimbursable paid family leave and paid sick leave for circumstances related to COVID-19…
Read Full Article Here

Commentator – Spring 2020 PDF icon (2)
Vol. 32, Issue 2

A message from Ralph Castelli
By Ralph A. Castelli, Jr.
In a time where in-person relationships have turned remote and our homes are serving as not only offices but classrooms as well, many find comfort in having a reliable source to turn to when questions arise….
Read Full Article Here

Do Not Go into an Emergency Without Protection
By Brian R. Jenney and Kate L. Ringler
When clients think of the most important estate planning document, they most often think of a will. Lawyers tend to think of trusts as the most important. The COVID-19 epidemic has shown that we were all wrong…
Read Full Article Here

Insider Trading — Fed’s Employ New Weapon
By Stuart Sinai and Jay L. Morse
Although the Justice Dept. has accumulated over 100 criminal convictions in the last several years, including a congressman, and maybe more to come whose recent trading is suspicious, it could have had more wins if not hampered by the principal law used to prosecute…
Read Full Article Here

Employment Law Q & A
By Mark R. Filipp
The primary law governing on-the-job safety is the OSH Act, which was passed by Congress in 1970…
Read Full Article Here


Sign up to receive our quarterly newsletter.