Estate & Financial Planning

Advanced Estate Planning

  • Dynasty trusts
  • Cottage trusts
  • Education trusts and 529 plans
  • Life insurance trusts
  • Retirement account trusts and tax planning
  • Charitable gifting
  • Charitable trusts-including split-interest trusts
  • Private foundation formation
  • Qualified personal residence trusts
  • Family limited liability companies
  • Sales to intentionally defective grantor trusts
  • Grantor retained annuity trusts (GRATS)
  • Business succession plans
  • Buy-sell agreements
  • Advanced income, gift and estate tax planning
  • Lifetime planning utilizing spousal benefit trusts

Basic Estate Planning

  • Revocable living trusts
  • Wills
  • Financial powers of attorney
  • Medical powers of attorney
  • HIPAA Waivers
  • Deeds
  • Assignments

Trust and Estate Administration

  • Probate administration of decedents’ estates
  • Trust Administration
  • Representation of beneficiaries and trustees
  • Estate tax returns (Form 706)
  • Gift tax returns (Form 709)
  • Deceased spouse unused exemption elections
  • Qualified disclaimers
  • Termination of irrevocable trusts
  • Decanting and modifications of irrevocable trusts

Asset Protection Services

  • Pre and postnuptial agreements
  • Domestic asset protection trusts
  • Spousal lifetime access trusts
  • Discretionary spendthrift trusts
  • Special needs trusts
  • Family limited liability companies

Estate Planning Attorneys Meeting Your Personal, Financial and Business Planning Goals

At Hertz Schram, we design comprehensive estate plans to meet your personal, financial and business goals. Our firm focuses on income, gift and estate tax issues to develop a comprehensive estate plan that will achieve your specific objectives. We will conduct a thorough review that analyzes your finances, properties, insurance policies and businesses to help ensure that every important detail is considered when planning your estate. When you choose us, you can be assured that we will have your goals in mind.

Consultations are available with our estate planning and asset protection attorneys. Email or call us at 248-494-4486.

Significant Estate Planning Experience

With four decades of experience behind us, the team at Hertz Schram understands how to design multigenerational estate plans. We are available to provide estate business succession planning throughout southeast Michigan.

We are not your traditional law firm. We do not believe that there is any value in offering generic legal advice when we know that every client is unique. Our team members are dedicated to getting to know your particular concerns. We believe that personalization is an important aspect of legal representation, which is all too often overlooked.

Estate Planning Options

Our lawyers use a wide range of estate planning tools depending on your needs. 

By carefully examining your assets, income and other important details, our estate planning attorneys will determine the combination of sophisticated tools that are right for your situation. We will create plans to ensure that your property moves onto the next generation in the manner that you wish with the least possible delay, administrative costs and taxes.

We are also capable of creating plans for the special needs of disabled family members and dealing with post-mortem administration and estate tax planning. In addition, our firm has experience representing people during contested probate matters. Serving Detroit, Bloomfield Hills, Wayne and Oakland Counties and all communities throughout Michigan.

Your Estate & Financial Planning Attorneys

Our firm was founded on the belief that our clients deserve the best possible representation in disputes, litigation and transactions.
Everyday, our attorneys strive to provide it.

Jeffrey A. Robbins

Shareholder

"A seasoned and experienced attorney with over 40 years of hands on experience working with clients and their other professionals to achieve their business and estate planning objectives on a multi-generational basis."

Richard H. Schloss

Shareholder

"I solve clients’ problems."

Gary M. Remer

Partner

"I bring a holistic approach to my clients' legal and business needs. As a CPA and an attorney, I offer clients unusual and insightful solutions to their issues."

Testimonials

Our family has relied on attorney Jeffrey Robbins to guide us through multi-generational matters for over three decades. In that time, we have sought his counsel if all facets of our business and personal tax and estate planning issues, culminating in the sale of our company and continuing to represent us in all personal and business matters. He has been with us even as we moved our entire family and operations to the East Coast over 20 years ago.

Awards and Accolades

Speak with us today!

Call us with any of your personal legal service needs or questions.

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248-494-4486