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

Dec
5
The firm is pleased to announce that Sharon DeWaele-Persichini, a Shareholder of the firm, has been appointed as City Attorney for the City of Harper Woods.  Sharon… Read More
Dec
5
The firm is pleased to announce that Brian C. Grant has become a Shareholder of the firm effective December 1, 2018.  Brian joined the firm as an Associate in 2017… Read More
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Blog

Dec
5
By Eric C. Turnbull On November 6, 2018, the State of Michigan voted “Yes” to Proposal 1 and authorized adult recreational marijuana statewide. The law will b… Read More
Sep
21
By Eric C. Turnbull If you paid any attention to this over the summer, the U.S. Supreme Court issued an opinion that cleared away a long-standing federal ban on s… Read More
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