Case Study

  • 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 […]

  • A Rare Occurrence: A Jury Trial in Ottawa County

    January 4, 2018

    The civil jury trial is a fundamental part of our democracy and has been a part of our country since its inception. Yet, many people do not realize that, in present-day America, civil jury trials are exceedingly rare. Statistics from Ottawa County prove this point. From 2012 to 2016, 2,082 civil cases were resolved through […]

  • Rhoades McKee Secures Tax-Exempt Status for Non-Profit Properties

    October 11, 2017

    Rhoades McKee challenged the denial by 12 municipal tax authorities of real property and personal property tax exemptions regarding a charitable organization with 23 assisted living facilities in Michigan. One of these matters (Baruch SLS v Township of Tittabawassee) was litigated before the Michigan Tax Tribunal, the Michigan Court of Appeals and ultimately the Michigan […]

  • 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. […]

  • Unauthorized Stock Sale

    March 12, 2016

    Without our client’s authorization, Unclaimed Property Recovery & Reporting, LLC and UPRR Securities, LLC (“UPRR”) exchanged 247,000 shares of our client’s stock in a company called JDS Uniphase, Corp., for 30,850 new shares. They also, again without the client’s authorization, sold 5,326 of those new shares for $64,391.34, pocketing $55,991.81 of the proceeds and purchasing […]

  • Sales Commission Dispute Victory

    Sales Commission Dispute Victory

    March 6, 2016

    Our client, a West Michigan business, hired the plaintiff as its sales manager and orally agreed to pay him commissions on sales to customers he “went out and got” for the company. After his hiring, numerous customers called into the company to do business with them, and plaintiff, as the sales manager, assisted those customers. […]