Promises v Reality in the World of Charitable Giving

By Doug Chalgian on November 22, 2019

It’s not just basketball and football programs that have allowed our largest institutions of higher education to become so wealthy. As development officers at these institutions know, college...

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6th Circuit says Trust on Hook for Millions

By Doug Chalgian on November 17, 2019

Larry is the settlor of a revocable Trust. Larry personally guarantees a loan for hundreds of millions of dollars, and signs the guarantee individually and as trustee of...

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coin toss

Ed’s Coin Flip

By Doug Chalgian on October 24, 2019

In this unpublished decision, the story goes that Ed and his Dad collected coins together. Dad died.  Dad’s will said something like: Any assets, such as coins, that...

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Not Making This Up

By Doug Chalgian on August 23, 2019

In a recently released unpublished opinion, a panel of the Michigan Court of Appeals has held that a trust can own real property as a joint tenant with...

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Published Opinion Clarifies Joint Account Rights

By Doug Chalgian on July 16, 2019

This case was handled by our firm:  Chalgian and Tripp.  We represented the Appellant at trial an in the Court of Appeals. This case clarifies a heretofore confusing...

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Cautious Optimism Greets MSC Decision on SBO Trusts

By Doug Chalgian on May 10, 2019

The SBO Trust is back – or is it? Yesterday the Michigan Supreme Court released its long awaited decision in the case of Hegadorn v The Department of...

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A Corktown Hotch Potch

By Doug Chalgian on March 15, 2019

UPDATE:  The case of In Re Monier Khalil Living Trust was first published March 12, 2019.  For reasons I do not fully understand, the Court of Appeals granted...

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Reflections from a Costly Goose Chase

By Doug Chalgian on March 3, 2019

The crux of this unpublished opinion is whether the cost of litigation initiated by a conservator that turns out to be a big waste of money, should be...

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Litigation Strategies Part IX: Six pages of: “You Lose”

By Doug Chalgian on February 24, 2019

I was reading an unpublished court of appeals opinion the other day. It was six pages long and pretty much every part of it could be summarized as:...

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Capacity Case Illustrates Witness Weight

By Doug Chalgian on February 18, 2019

This unpublished opinion provides an opportunity to discuss the types of witnesses that are often involved in lack of capacity and undue influence cases, and how they are...

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Doug Chalgian

About The Author: Doug Chalgian

I am an estate planning, probate litigating, elder law attorney. This is a blog for clients and professional colleagues. In it I offer my ideas about the state of the law and the practice of law. I believe we are living through a unique period during which the law (which is traditionally slow to change) and society are attempting to evolve to address the explosion of people living long lives. I find these developments fascinating and enjoy being involved in this evolution.