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Posts in the Probate category:

PROBATE 19: Respondent argues she did not receive notice of hearing until five days before.

Respondent argues that she was denied her right to due process of law because she did not receive notice of the hearing until five days before it took place. Respondent argues that the five-day notice of hearing violated her right to due process. Due process generally requires that notice be reasonably calculated to apprise interested parties of the action and to provide them an opportunity to be heard.

WILLS/TRUSTS 11: Allegations that a trustee violated his fiduciary duties.

MCL 700.7803 states that a trustee shall act as would a prudent person in dealing with the property of another, including following the standards of the Michigan prudent investor rule. If the trustee has special skills or is named trustee on the basis of representation of special skills or expertise, the trustee is under a duty to use those skills. MCL 700.7810 states that a trustee shall take reasonable steps to take control of and protect the trust property.

PROBATE 14: Trial court found involuntary mental health treatment appropriate.

To receive involuntary mental health treatment under the Mental Health Code, MCL 330.1001, a petitioner is required to establish that respondent has a mental illness and who as a result of that mental illness can reasonably be expected within the near future to intentionally or unintentionally seriously physically injure himself, herself, or another individual, and who has engaged in an act or acts or made significant threats that are substantially supportive of the expectation.

WILLS/TRUSTS 8: What makes a will irrevocable?

The parties agreed that the decedent properly executed the 2005 will with his wife, but the probate court was asked to rule on whether the terms of that will made it irrevocable, which would mean that the decedent could not change his estate plan by way of the 2015 will.

PROBATE 2: Can you remove a guardian that holds power of attorney?

Under the EPIC, a “suitable” guardian is one who is qualified and able to provide for the ward’s care, custody, and control. When a preponderance of the evidence weighs against the suitability of the ward’s current choice for guardian, the probate court must remove that person as guardian.

PROBATE 1: Probate court jurisdiction versus business court jurisdiction.

In this case involving a Living Trust, the husband, appeals as of right the probate court’s order granting partial summary disposition to their daughter. The order resolved claims relating to two family businesses, declared the wife disabled, and pursuant to the terms of the trust, removed the husband as successor trustee of the trust.

Creditor's Rights Against Estates and Trusts

The probate court denied a petition for formal proceedings. The petition further identifies the petitioner as a "creditor" of the estate and states that "Litigation against the Estate is pending." Appellee is the widow and was...

What to know about will contests

You create an estate plan to make sure your heirs and beneficiaries are taken care of in the event you are no longer able to. You may also do so to minimize the bickering and infighting that may come between surviving family members who may have...

What estate administration costs are tax deductible?

The period between the end of January and the second week of April is widely known as “tax season.” Most people anticipate receiving a refund after filing their federal income tax returns. However, there are a number of scenarios that may bring...

Basic responsibilities of an executor

The emotional toils of dealing with the death of a loved one can be considerably difficult. It is especially hard at this time of year, where life is supposed to be consumed with optimism for a New Year. Nevertheless, perseverance is paramount;...

The court held that the probate court did not clearly err in ruling that the decedent's bank accounts did not have rights of survivorship and in ordering the appellants to disgorge funds they withdrew from his bank accounts shortly after his death.

The decedent maintained checking and savings accounts. Shortly before his death, while he was hospitalized and unable to communicate, appellant-Claudette Greenhoe deposited an inheritance check that the decedent received in his savings account. The...

Holding that willful absence is a factual question that may concern more than physical proximity & the court's decision to remove appellant as PR & replace her with a neutral 3rd party within possible outcomes, the court affirmed.

James died intestate 2012. He was survived by his spouse, appellee-Maggie, and 10 children. These consolidated appeals involved a dispute over the assets remaining in his estate. The primary issue in Docket No. 323387 concerned whether Maggie, who...
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