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Fiduciaries are appointed to act in the best interest of an individual (known as the principal) in the management of money or property. Fiduciary relationships involve legal and ethical obligations of trust and good faith to protect the assets of the individual. Trustees, guardians, agents under powers of attorney, patient advocates, trust protectors, caregivers and personal representatives all involve fiduciary roles that come with great legal responsibilities. At Warner, we counsel fiduciaries and help them uphold their duties. We also represent fiduciaries in mediation and litigation.

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2018 FOX Trustees and Beneficiaries Workshop

Fiduciary Representation Sub-Practice Group cropped

Warner Partner David L.J.M. Skidmore Elected Chair of Probate and Estate Planning Section of Michigan State Bar

Mark Harder on Estate, Tax Planning Ideas for a COVID-19 Economy Holland Sentinal

Warner Partner Gregory Demers Presents at Mackinac Center’s Virtual Estate Planning Event

Laura Morris, Jennifer Remondino Named to  40 Under 40 Business Leaders 2020 Class

Partner

Daniel W. “Dan” Borst

Sean H. Cook

Gregory T. “Greg” Demers

Carl W. Dufendach

Mark K. Harder

Frank E. Henke

Laura A. Jeltema

Senior Counsel

Karen L. Kayes

Of Counsel

Jay A. Kennedy

David J. “Dave” Klippert

Associate

Nina E. Lucido

Paralegal

Amy J. Marciniak

John H. Martin

Susan “Susie” Gell Meyers

Laura E. Morris

Beth L. O’Laughlin

Jeffrey B. “Jeff” Power

Executive Partner

Jennifer L. Remondino

David L.J.M. Skidmore

James J. “Jim” Steffel

Cindy S. Thielman

W. Michael “Mike” Van Haren

Commencing decedent estates in probate court, and counseling personal representatives in administering probate estates in probate court

Estate Settlement

Probate Administration

Assisting individuals in being appointed as guardian or conservator for minors, incapacitated persons, or disabled persons, and counseling guardians and conservators in administering guardianship and conservatorship estates in probate court

Litigation - Probate

Counsel to Guardians and Conservators

Representing and counseling trustees in administering trusts

Trust Administration

Counsel to Trustees

We represented the co-trustees of a trust to defend against the beneficiaries’ legal challenge of how the co-trustees funded the beneficiaries’ trust shares. We obtained a favorable settlement for our clients.

Fiduciary Representation

We represent individuals serving as agents under durable power of attorney.
We represented a decedent’s child who was sued for mismanaging his mother’s finances while serving as agent under durable power of attorney over an extended period. 
We obtained a favorable settlement during trial.

Estate Planning Focus – Winter 2020

Attorney Spotlight – Beth O’Laughlin

Trusts and Estates

The Warner Norcross + Judd LLP lawyer responsible for the contents of our advertising and this website is managing partner <a href="/people/mark-j-wassink/" aria-label="Mark Wassink">Mark Wassink</a> who can be reached at <a href="mailto:mwassink@wnj.com" aria-label="email Mark Wassink">mwassink@wnj.com</a> or 616.752.2189. Please read our full <a href="/privacy-policy/" aria-label="see privacy policy">privacy policy</a> available on our website.

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