No Mistake About It
By Doug Chalgian on July 25, 2023
Disinherited Child says: Sure, Mom cut me out of her trust, but that was only because I was going through bankruptcy. Everyone knows, and I can prove,...
Corporate Veils and Trust Creditors
By Doug Chalgian on July 13, 2023
In this case we dive into the murky area of creditor rights in Michigan Trust administration, and more specifically, the relationship between creditors of business entities v...
A Saturday Twofer
By Doug Chalgian on May 13, 2023
In the cases released by the Michigan Court of Appeals this week, I find two cases that combined provide just enough meat for one juicy nut (aka,...
COA Distinguishes Beneficiary Classes under MTC
By Doug Chalgian on November 19, 2022
In this recently released unpublished decision, the Michigan Court of Appeals identifies four types of persons who are entitled to information about trust administration under the Michigan...
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...
The Next BIG Thing in Michigan Trust Law
By Doug Chalgian on November 6, 2018
Legislation currently moving through Michigan’s House and Senate will, if passed, dramatically impact the world of trust law in Michigan, and especially the drafting of discretionary trusts. Indications...
Lame Duck Legislature Lays Golden Egg – BIG TIME
By Doug Chalgian on December 3, 2016
DAPT – learn it and love it. Soon it will be all the talk. Domestic asset protection trusts. The news is that the Michigan legislature has approved a...
More Terror Clause Trouble
By Doug Chalgian on June 23, 2013
The Court of Appeals has published another case on terror clauses. Estate of Eugene Stan.The facts are that A filed for formal admission of a Will which included...
Case Trends and Technical Formalities
By Doug Chalgian on January 13, 2013
The topic for this post was triggered by my end of year clean up. During that process, I go through piles of things I think are interesting and...
- All
- Aging Issues
- Appeals Michigan Court of Appeals
- Asset Protection
- care giving
- Cases, Statutes and Court Rules
- Estate Administration
- Estate Planning
- Government Benefits
- Hospice
- Household Goods Medicaid
- Litigation and Financial Exploitation
- Ambiguity
- Attorney – Client Relationship
- Attorneys Fees
- Beneficiary Designation
- breach of fiduciary duty
- Capacity
- Capacity to Retain Counsel
- Construction of Will or Trust
- Constructive Trust
- Discovery
- End of Life
- Estoppel
- Expert Witness
- Fiduciaries
- Financial Exploitation
- forgery
- Guardianship and Protected Persons
- Joint Accounts
- laches
- Marriage
- Mediation
- Mistake
- Power of Attorneys
- probate court jurisdiction
- Sanctions
- Settlement Agreements
- Standing
- statute of frauds
- statute of limitations
- stepchild
- Summary Disposition
- Tortious Interference with Inheritance
- Trust Termination
- Unconscionable
- Undue Influence
- Wills and Trusts
- wrongful death
- Long Term Care Insurance
- mental illness
- Minor Guardianship
- Nursing Homes
- Real Property
- Special Needs Planning
- Uncategorized
- Vulnerable Adults
- writing