Law Office of Stephanie N. Marotta

Estate Planning, Probate & Trust Administration Attorney in Shelby Township, Michigan

An estate plan should reflect more than who receives your property. It can also address how assets are managed for children, provide for a loved one with special needs, minimize unnecessary court involvement, and make it easier for family members to carry out your wishes in the future.

The Law Office of Stephanie N. Marotta concentrates its practice on estate planning, probate administration, and trust administration. By focusing on these areas, the firm helps individuals and families create personalized estate plans and guides personal representatives and trustees through the legal responsibilities that follow a death.

Building an Estate Plan Around Your Family's Needs

Every family has different priorities. Some clients want to avoid probate whenever possible, while others are focused on protecting young children, planning for future incapacity, or making the transfer of assets as straightforward as possible.

Stephanie N. Marotta prepares estate plans that may include wills, trusts, powers of attorney, Lady Bird deeds, irrevocable trusts, and other planning tools designed to meet a client's individual goals.

Planning for Children, Loved Ones with Special Needs, and Charitable Giving

An estate plan can continue protecting the people and causes that matter long after you are gone.

The firm assists clients who wish to keep inheritances in trust for children, establish special needs trusts for beneficiaries who require ongoing support, provide for the care of pets, or incorporate charitable giving into their estate plans. These planning options allow clients to tailor how assets are distributed based on their family's unique circumstances.

Considering Tax Implications During Estate Planning

The way assets are transferred can have tax consequences for both an estate and its beneficiaries.

Stephanie N. Marotta works with clients to consider tax issues as part of the estate-planning process and assists with estate and trust tax matters that may arise during administration. Addressing these issues during planning can help families better understand the legal and financial impact of transferring assets.

Guiding Families Through the Probate Process

When assets cannot pass outside of probate, personal representatives are responsible for completing numerous legal and administrative tasks before an estate can be closed.

The firm assists clients with probate administration by preparing required court filings, meeting probate deadlines, opening and maintaining probate estates, and helping personal representatives fulfill their legal responsibilities throughout the administration process.

Helping Trustees Administer Trusts

Serving as a trustee involves more than simply distributing property. Trustees may need to notify beneficiaries, pay outstanding expenses, satisfy legal requirements, and complete necessary tax reporting before a trust can be finalized.

Stephanie N. Marotta represents trustees during the trust-administration process, helping them understand and carry out the duties required under Michigan law.

A Practice Dedicated to Estate Planning and Estate Administration

Stephanie N. Marotta has focused her legal practice on estate planning, probate administration, and trust administration since 2007. Rather than offering these services as part of a broad general practice, her firm concentrates on helping clients prepare effective estate plans and assisting families with the legal work that follows the death of a loved one.

With offices in Shelby Township and Grosse Pointe Farms, the Law Office of Stephanie N. Marotta serves clients throughout southeastern Michigan seeking guidance with estate planning, probate administration, and trust administration.

Practice Areas

• Estate Planning

• Wills

• Trusts

• Irrevocable Trusts

• Special Needs Trusts

• Powers of Attorney

• Lady Bird Deeds

• Probate Administration

• Trust Administration

• Estate & Trust Tax Matters

• Charitable Estate Planning