Individual Services – Estate Planning, Probate, and Family Law

  • East Grand Rapids Residents’ PRE Reinstated and Tax Refunded

    September 9, 2018

    Michigan Department of Treasury (Treasury) denied homeowners a Principal Residence Exemption (PRE) on their East Grand Rapids home for tax years 2014-2016, claiming that homeowners received a similar exemption on an out-of-state condominium during the same period. This resulted in nearly $10,000 of additional property tax liabilities for the homeowners. Homeowners filed an informal appeal […]

  • Attorney undermines estate plan of wealthy philanthropist

    June 13, 2017

    Richard Donahue, having no children of his own, treated his nephew, David Barnes, very much like a son.  While Richard did not discuss the details of his $30,000,000 estate with his nephew, David was told that he would eventually be appointed as Trustee of his trust. Richard also advised David that he would have Richard’s […]

  • Retired Elderly Physician Seeks to Maintain Independence

    June 4, 2017

    92-year-old Dr. Frank Griffin came to Rhoades McKee looking to retain his independence. His children believed that his age and his relationship with a much younger woman clouded his judgment and had petitioned the Probate Court to appoint a guardian and conservator for him. After retiring from a successful medical practice, Dr. Griffin had substantial […]

  • Investigation Leads to Evidence of Trustee’s Misdeeds

    April 18, 2017

    All names have been given fictional replacements to protect the identity of our client. The legal facts and resolution of the probate litigation case have not been altered. Jack was the only mutual child of Robert and Alice Dempsey, who both had children from prior marriages. Robert was a wealthy and well-known local business owner. […]

  • Second Marriage Leads to Family Discord

    April 17, 2017

    All names have been given fictional replacements to protect the identity of our client. The legal facts and resolution of the probate litigation case have not been altered. John and Mary had children from previous marriages, but none together. Prior to their marriage, John and Mary signed a Prenuptial Agreement giving up any right to […]

  • A husband’s mistake disinherits wife

    April 17, 2017

    All names have been given fictional replacements to protect the identity of our client. The legal facts and resolution of the probate litigation case have not been altered. Susan approached Rhoades McKee afraid and uncertain about her future. Susan’s husband, Greg, had recently passed and made a few key mistakes in preparing his estate plan. […]

  • Client awarded judgment of $500,000

    December 22, 2015

    Mr. Jackson provided his retirement funds to the defendants for purposes of purchasing and rehabilitating specific properties in Grand Rapids. Through a series of complicated transactions, however, Mr. Spencer transferred the money to his solely owned side company and thereafter spent Mr. Jackson’s money on himself. Six months after the lawsuit was filed, Mr. Spencer […]

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