PRACTICE AREAS

Estate and Tax Planning

The tax and estate planning attorneys at Monaghan P.C. provide accomplished legal counsel and representation to clients throughout Michigan’s tri-county area in the areas of estate planning and tax planning strategy.

Estate Planning

Estate planning involves planning for the distribution of assets upon a person's death. Failure to plan your estate, regardless of your wealth, can have serious consequences on your loved ones. The Monaghan law firm has more than a century of experience representing individuals in their estate planning needs, including the transfer of family assets from generation to generation. Our estate planning attorneys are experienced in handling pre- and post-death estate planning, including the drafting of wills, trusts, and guardianships. We also handle the probate administration of decedents' estates and the utilization of probate avoidance alternatives, such as revocable and irrevocable trusts and family partnerships. We are frequently brought in as counsel by major corporate fiduciaries in litigation and special asset problem estates and trusts.

Our estate planning attorneys include:

James H. LoPrete
Patrick A. McDonald
John E. Grenke
Mary M. Lyneis
Jessica A. Trotter

Tax Planning

A significant portion of Monaghan P.C. tax planning practice involves advising and representing our clients in matters regarding federal gift and estate taxes, and state inheritance taxes. Our lawyers also provide knowledgeable counsel with regard to tax implications for estates, revocable and irrevocable trusts, and their beneficiaries, private foundations, and charitable trusts. We advise owners of family or other closely held businesses on the tax and financial planning issues related to keeping the business within the family, including buy-sell agreements and recapitalizations.

Our tax planning strategy attorneys include:

James H. LoPrete
John E. Grenke
Mary M. Lyneis
Jessica A. Trotter

Contact Us

When you need an attorney to provide you with advice and counsel you can rely on, contact Monaghan P.C. in Bloomfield Hills, Michigan.