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Estate and Trust Planning and Administration

Experience that Delivers Results

Our services are geared toward producing practical, business-oriented solutions for clients. We help clients in Michigan, across the country, and throughout the world.Contact Us

Few decisions are as important as choosing the right lawyer to help preserve and protect your assets during your lifetime, and ensure that they are distributed according to your wishes. Kerr Russell has extensive experience in providing a comprehensive range of estate and trust planning and administrative legal services—with a difference.

Many of our lawyers are Certified Public Accountants as well as attorneys. With our advanced training, insight and experience, we are able to create effective estate plans that coordinate client objectives, streamline administration, and minimize inheritance taxes to align with business and personal goals.

Our services include estate and trust planning and administrative services for estates and trusts, closely held businesses and individuals. From preparing estate income tax returns, and simple Wills and Powers of Attorney, to advising regarding complex, multi-million dollar estates involving business valuations and other sophisticated tax-minimizing methodologies, our attorneys are extremely aware of and familiar with the latest legal developments in this area of the law. We have the skills and experience necessary to help you achieve your estate planning objectives.

A partial list of our estate planning services includes:

  • Preparation of Wills, Revocable and Irrevocable Trusts and Grantor Retained Income Trusts (GRAT’s)
  • Preparation of Durable Powers of Attorney, Medical Powers of Attorney and HIPAA Waivers
  • Estate planning services, including estate and generation skipping tax analysis, charitable and family gifts, funding for education, Medicaid/nursing home planning, and noncitizen tax planning
  • Assistance in trust administration
  • Planning for the succession and disposition of ownership in closely held companies
  • Probate court representation, including small, independent, supervised and ancillary estates, name changes, guardianships, conservatorships and adversarial proceedings
  • Determination and preparation of returns for federal estate, gift and generation skipping taxes, and Michigan and Florida inheritance taxes
  • Preparation of trust and estate income tax returns
  • Preparation of decedents’ final income tax returns
  • Prenuptial and postnuptial agreements
  • Counseling individuals concerning primary state of residence or jurisdiction for tax purposes
  • Coordination of large retirement plan accounts with estate planning documents

Practicing Attorneys & Staff

Shavonne M. Gilkey

Associate

Shavonne supports clients with their business and litigation needs, with a special interest in...

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Conor M. Bowers

Associate

Conor supports clients in taxation, corporate law, and estate and trust planning matters....

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Maxwell G. Shuart

Associate

Max maintains a general corporate practice, assisting clients with entity formation, governance, and mergers...

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Jeffrey A. Brantley

Of Counsel

Jeffrey A. Brantley has more than 30 years of experience in multiple aspects of...

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Richard C. Buslepp

Member

Richard C. Buslepp, who is a Certified Public Accountant as well as an attorney,...

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James R. Cambridge

Of Counsel

James R. Cambridge has more than 30 years of experience in the areas of...

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David J. Den Dooven

Member

David J. Den Dooven practices in the areas of probate and estate planning, taxation...

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John D. Gatti

Member

John D. Gatti has more than 25 years of experience in business law and...

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Kenneth R. Lombardo

Member

Kenneth R. Lombardo has more than 20 years of experience in all aspects of...

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Mark J. Stasa

Member

Mark J. Stasa has more than 25 years of experience in the areas of...

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Cody Attisha

Member

Cody Attisha's practice focuses on taxation law, corporate law, mergers and acquisitions, finance, and...

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George J. Christopoulos

Of Counsel

A Certified Public Accountant as well as an attorney, George advises clients in a...

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