Frasco Caponigro, Wineman, Scheible, Hauser & Luttmann

Estate Planning Elder Law & Probate Attorneys in Troy, Michigan

Estate planning can become more complicated when a family is concerned about long-term care, taxes, a beneficiary with disabilities, a closely held business or the transfer of substantial property to future generations. Legal responsibilities also continue after a death, when a personal representative or trustee must identify assets, address expenses and taxes, communicate with beneficiaries and complete required distributions.

Frasco, Caponigro, Wineman, Scheible, Hauser & Luttmann assists individuals, families, business owners and fiduciaries with estate planning, elder law, probate and trust administration, tax planning, business succession and estate-related disputes.

Planning for Families and Future Generations

Every estate plan reflects a different set of priorities. Some clients want to preserve family wealth across multiple generations, while others are focused on providing for a surviving spouse, protecting children from receiving an inheritance too early, or coordinating personal and business assets.

The firm's estate planning practice includes wealth-transfer planning, estate tax planning, asset protection strategies, charitable planning, and business succession planning. The appropriate combination depends on the family’s property, tax circumstances, intended beneficiaries, charitable objectives and plans for any closely held business.

Preparing for Long-Term Care and Special Needs

Health concerns can affect both an individual's finances and the family's ability to provide care. Some clients begin planning because they anticipate future long-term care expenses, while others are caring for a loved one with a disability and want to preserve eligibility for public benefits.

The firm advises clients on elder law, Medicaid planning, long-term care planning, and special needs trusts. This planning may need to coordinate future care expenses, Medicaid eligibility, management of an inheritance and continued access to means-tested public benefits.

Guiding Fiduciaries Through Estate and Trust Administration

After a death, the administration of an estate or trust may involve collecting assets, satisfying debts, preparing tax filings, communicating with beneficiaries, and carrying out the instructions left by the deceased.

Attorneys at the firm represent executors, personal representatives, trustees, and beneficiaries during probate and trust administration. The firm advises fiduciaries throughout the administration process, including matters involving significant assets, tax obligations or continuing trusts.

Resolving Probate and Trust Disputes

Not every estate is settled without disagreement. Questions sometimes arise regarding the administration of a trust, the actions of a fiduciary, or the interpretation of estate planning documents.

The firm's practice also includes probate and trust litigation, representing clients when disputes develop during the administration of an estate or trust. Disputes may involve the interpretation of estate-planning documents, accountings, distributions, management of trust property or allegations that a fiduciary failed to carry out required responsibilities.

Estate and Trust Services From a Troy Office

From its Troy office, Frasco, Caponigro, Wineman, Scheible, Hauser & Luttmann assists individuals, families, business owners, personal representatives, trustees and beneficiaries with estate planning and post-death administration. Its related tax, business and litigation practices may also become relevant when an estate involves substantial assets, a closely held company, long-term-care concerns or a contested trust or probate matter.

Practice Areas

• Estate Planning

• Wealth Transfer Planning

• Probate Administration

• Estate Administration

• Trust Administration

• Business Succession Planning

• Estate Tax Planning

• Tax Planning

• Asset Protection Planning

• Charitable Planning

• Elder Law

• Medicaid Planning

• Long-Term Care Planning

• Special Needs Trusts

• Probate Litigation

• Trust Litigation