Estate Planning and Administration


You’ve worked hard to build a life and an estate to support your family. To preserve your legacy, you need assurances that your assets are protected, even as federal, state, and local laws change. Dykema is here to give you that reassurance, offering responsive problem-solving and out-of-the-box thinking to keep your family secure for generations to come.

Our lawyers do not adopt “faddish” planning just because others are doing it. Rather, we are extremely sophisticated in employing the latest techniques to reduce our clients’ tax burden while at the same time achieving their goals.

We have an organic philosophy in that we take advantage of our clients’ lifestyles and the facts they present (businesses, portfolios, etc.) and rearrange them so that our estate and tax planning strategies don’t disrupt their lives.

We prepare wills, revocable living trusts, and powers of attorney for financial and medical treatment decisions. We structure irrevocable and special-needs trusts, such as generation-skipping trusts, insurance trusts and charitable trusts and prepare family-limited partnerships and limited liability companies.

Our lawyers represent fiduciaries in the administration of estates and trusts and prepare individual and fiduciary income tax returns. When necessary, we represent clients in litigation, audits and tax court proceedings.

Our full range of estate planning and administrative services encompasses:

  • analyzing the tax consequences of retirement plan distribution alternatives
  • counseling on income, gift, estate and generation-skipping tax matters
  • establishing foundations and other charitable giving programs
  • providing legislative support, including drafting proposed legislation and testifying before Congress and the Michigan Legislature
  • handling contested probate matters, including will and trust contests and will and trust construction; intestacy and determination of heirs; spousal rights; challenges to joint financial accounts and other joint property; creditor claims; breach of fiduciary duties and estate tax apportionment proceedings
  • handling litigation involving federal transfer taxes and related state taxes in federal and state courts, including representing clients on income, gift, estate and other tax matters before all available federal and state courts, tribunals and agencies

Latest News and Insights

ArticlesWinter 2023

"Estate Planning Considerations for Cannabis Business Owners"

John Fraser co-authored the article, "Estate Planning Considerations for Cannabis Business Owners,"…

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Press Releases11.2.23

Dykema Receives 14 National Rankings and 153 Metro Rankings in Best Law Firms for 2024

Dykema, a leading national law firm, announced today that the firm was nationally ranked in 14…

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Press Releases8.17.23

194 Dykema Lawyers Listed in The Best Lawyers in America® 2024 and Best Lawyers “Ones to Watch”

Dykema, a leading national law firm, announced today that 194 of its attorneys, in multiple practice…

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