Serving Southeast Michigan For Over 30 Years.

Wealth Transfer and Estate Planning

Many individuals and families wish to transfer their accumulated wealth to the next generation upon their death in an orderly, cost-effective, and tax-efficient manner. The Michigan estate planning and probate lawyers of O'Reilly Rancilio regularly assist clients in developing and implementing strategies with the following objectives:

  • Ensuring that their assets pass to their intended beneficiaries and heirs in an orderly, cost-effective way consistent with their individual wishes
  • Minimizing or eliminating taxes upon transfer
  • Avoiding probate and its costs and delays in transferring wealth
  • Developing personalized plans that take into account clients' unique needs and wishes based upon their family and business circumstances
  • Preserving assets from depletion from the costs and expenses of long-term care or legal disability

The specific services that our attorneys provide in the estate planning and wealth transfer areas include counseling, preparing, establishing, and implementing tools, such as wills, revocable living trusts, irrevocable trusts, charitable trusts, special needs trusts, powers of attorney, family limited partnerships and family limited liability companies, gifting plans (and associated gift tax returns), and business succession plans based upon our clients' individual situations.



Our wealth transfer and estate planning attorneys are:


Press Room

Mar
16
The municipal law attorneys at O'Reilly Rancilio have developed a team to respond to questions that local government officials may have during the COVID-19 crisis. Read More
Feb
21
Michigan Lawyers Weekly has named O’Reilly Rancilio attorney Marc Kaszubski to its Leaders in the Law Class of 2020. Kaszubski is one of only 30 honorees selected… Read More
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Blog

Apr
1
As every business has been affected by the Covid-19 crisis, you should seriously consider a loan through the federal government’s Paycheck Protection Program, whic… Read More
Mar
31
On March 27, the federal government passed the Coronavirus Aid, Relief, and Economic Security “CARES” Act which is meant to, among many other things, sup… Read More
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