Lipson Neilson Shareholder Sandra D. Glazier is the Only Attorney from Michigan Invited to Present at the Prestigious 44th Annual Notre Dame Tax and Estate Planning Institute

Sandra GlazierLipson Neilson Shareholder Sandra D. Glazier will present Ethical Considerations in Representing Vulnerable Adults and Fraud within the Family at the 44th Annual Notre Dame Tax and Estate Planning Institute. Stacked with top tax and estate planning speakers from across the country, this is the fourth consecutive year that Ms. Glazier has been invited to present at this prestigious national conference; she is the only attorney from Michigan on the Institute’s faculty.

Held in South Bend, Indiana, during October 10-12, 2018, this conference is unique because it covers topics not found in tax-focused estate planning programs such as the ethics attached to an estate planner’s duties and liabilities when implementing an estate plan, financial elder abuse, and reasonable compensation for trustees. This Institute brings together tax and estate planning experts from across the country.

An attorney for more than 35 years, Sandra D. Glazier is known for her expertise and successful track record in probate litigation, estate planning, trust and estate administration, and family law matters. The cases Ms. Glazier works on tend to be very complex and require technical as well as legal expertise. She has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings.

An AV Preeminent® rated attorney, Ms. Glazier is recognized nationally for her accomplishments and expertise in estate planning and probate litigation and is routinely requested to speak at some of the leading legal industry conferences across the country. She has been selected as a “Michigan Super Lawyer” by Thomson Reuters, the world’s leading source of information for the legal industry and has been recognized as a “Top Lawyer” by DBusiness, in the areas of probate, estate and family law. Ms. Glazier has had numerous articles published by some of the legal industry’s leading publications. and has taught “Valuation for Federal, Estate and Gift Tax Purposes” in a Masters’ level course.

Contact: Sandra D. Glazier
Phone: 248-593-5000
Email: sglazier@lipsonneilson.com

Sandra D. Glazier Co-Presenting “Estate Planning Retainer Agreements and Engagement Letters” Webinar Aimed at Helping to Protect Practitioners from Ethical Problems and Law Suits.

June 27, 2018 – Sandra D. Glazier, a principal of the Lipson Neilson law firm will co-present a free webinar “Estate Planning Retaining Agreements and Engagement Letters at 12pm on July 12, 2018. This webinar will provide valuable insight for attorneys and law firm administrators across the country that are charged with developing new business in the area of Estate Planning. Ms. Glazier is co-presenting with attorney Martin M. Shenkman. Both Ms. Glazier and Mr. Shenkman are in high demand as featured speakers at conferences across the USA. Register at:

https://register.gotowebinar.com/register/5847086679859420931.

Course Description: Retainer agreements (engagement letters) are critical to establish and document the understanding the practitioner has with the client. They are an important step that practitioners can take to identify expected actions and protect practitioners from a myriad of potential issues, or worse ethical problems or suits.

  • What should practitioners consider including in a retainer agreement?
  • How has technology changed the issues that might be addressed?
  • Are text messages an issue?
  • Why is it important to communicate billing practices?
  • What options are available in doing so?
  • What special precautions might be considered and addressed when representing married couples?
  • Should practitioners consider warning clients about their obligations to the estate planning process?
  • What caveats might practitioners consider inserting into the agreement?
  • When should agreements be revisited?
  • What are the logistics of retention and conflict waiver agreements?
  • Are there benefits to addressing the practitioner’s obligations?

Sandra Glazier 2017 webpage photo

An attorney for more than 35 years, Ms. Glazier is known for her expertise and successful track record in probate litigation, estate planning, trust and estate administration, and family law matters. The cases she works on tend to be very complex and require technical as well as legal expertise. Ms. Glazier has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings. An AV Preeminent® rated attorney, she has also been recognized by “Super Lawyers” in probate litigation and a “Top Lawyer” by DBusiness, in the areas of probate, estate and family law.

Ms. Glazier has had numerous articles published by some of the legal industry’s leading publications. In addition, she has presented on estate planning and probate litigation related topics for the American Bar Association, Notre Dame Tax and Estate Planning Institute, Kansas City Estate Planning Symposium, Michigan’s Institute of Continuing Education, Oakland County Bar Association, Wayne County Probate Court appointed attorney training, Wilmington Trust’s New York Trust Symposium and the Bloomberg BNA Estate and Gift Tax Advisory Board. She has also taught “Valuation for Federal, Estate and Gift Tax Purposes” in a Masters level course.

Contact: Sandra D. Glazier
Phone: 248-593-5000
Email: sglazier@lipsonneilson.com

Attorney Christina M. DiMichele Joins the Firm

Attorney Christina M. DiMichele has joined the firm’s Bloomfield Hills office as an Associate. Ms. DiMichele’s practice concentrates on Probate and Trust Administration, Probate Litigation, Family and Domestic Law, and Professional Liability.

Prior to joining the firm, Ms. DiMichele worked as the judicial attorney to Hon. Lisa M. Neilson, Family Court Judge in the Third Circuit Court of Michigan. Ms. DiMichele provided direct assistance to Judge Neilson and was responsible for administration of the courtroom docket. She drafted legal memoranda, prepared written orders and opinions, and worked with lawyers and self-represented litigants to resolve contested matters. She was responsible for the implementation of processes and procedures used throughout the Family Court Division.

While a judicial attorney, Ms. DiMichele worked with attorneys at the U.S. Department of State, the U.S. Embassy in Egypt and the U.S. Embassy in Jordan to orchestrate the safe return of two children that had been abducted by a parent to the Middle East (Yemen) during divorce proceedings.

Ms. DiMichele received a J.D. from the University of Detroit Mercy School of Law, and a B.S. from Grand Valley State University. She is a member of the Wayne County Family Law Bar Association, the American Bar Association’s Young Lawyers Division, the Women Lawyers Association of Michigan, and the William Booth Legal Aid Clinic for Wayne, Oakland and Macomb Counties in Michigan.

Founded in 1985, the Lipson Neilson law firm has grown from three founding members to thirty-three attorneys located in three states. Since its formation, the firm has also expanded its practice areas from business, tax and litigation to a full range of practice areas which now also include international law, real estate, professional liability, probate litigation, family law and estate planning.

Sandra D. Glazier on Panel That Will Discuss Legacy Planning in the Era of Tax Reform at Event Presented by the University of Michigan Office of Planned Giving and Wilmington Trust

Sandra GlazierLipson Neilson shareholder Sandra D. Glazier is on a panel of experts that will discuss “Building a Successful Legacy Plan in an Era of Tax Reform: Charitable Planning Opportunities Under the New Tax Laws” at a June 5, 2018 event presented by The University of Michigan Office of Planned Giving and the management and staff of Wilmington Trust. This event will be held at the Park Avenue offices of Wilmington Trust in New York City. Lipson Neilson is the only law firm represented on this panel.

An attorney for more than 34 years, Sandra D. Glazier is known for her expertise and successful track record in probate litigation, estate planning, trust and estate administration, and family law matters. The cases Ms. Glazier works on tend to be very complex and require technical as well as legal expertise. She has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings.

An AV Preeminent® rated attorney, Ms. Glazier is recognized nationally for her accomplishments and expertise in estate planning and probate litigation and is routinely requested to speak at some of the leading legal industry conferences across the country. She has been selected as a “Michigan Super Lawyer” by Thomson Reuters, the world’s leading source of information for the legal industry and has been recognized as a “Top Lawyer” by DBusiness, in the areas of probate, estate and family law. Ms. Glazier has had numerous articles published by some of the legal industry’s leading publications. and has taught “Valuation for Federal, Estate and Gift Tax Purposes” in a Masters’ level course.

UofM Seminar June 2018

Sandra D. Glazier Selected to Speak on “Attorneys’ Roles and Responsibilities in Protecting Aging Clients and Their Assets” at the American Bar Association’s 30th Annual Spring Symposia for the Section of Real Property, Trust and Estate Law

Sandra Glazier 2017 webpage photoLipson Neilson Shareholder Sandra D. Glazier has been selected by the American Bar Association to be on a panel that will discuss attorneys’ roles and responsibilities in protecting aging clients (and their assets) from the seemingly well-intentioned but overly-influencing next generation. This session, “It May Be a Small World, but You Still Need to Wait Your Turn – Issues with Elder Planning and Abuse”, will be moderated by The Hon. Cheryl D. Cesario, retired Circuit Court Judge of Cook County, Probate Division, Evanston, Illinois, and includes other attorneys from around the country. Ms. Glazier is one of only three Michigan attorneys selected by the ABA to present at this national Symposia that will be held in Orlando, Florida during May 10 – 11, 2018.

An attorney for more than 35 years, Sandra D. Glazier is known for her expertise and successful track record in probate litigation, estate planning, trust and estate administration, and family law matters. The cases Ms. Glazier works on tend to be very complex and require technical as well as legal expertise. She has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings.

An AV Preeminent® rated attorney, Ms. Glazier is recognized nationally for her accomplishments and expertise in estate planning and probate litigation and is routinely requested to speak at some of the leading legal industry conferences across the country. She has been selected as a “Michigan Super Lawyer” by Thomson Reuters, the world’s leading source of information for the legal industry and has been recognized as a “Top Lawyer” by DBusiness, in the areas of probate, estate and family law. Ms. Glazier has had numerous articles published by some of the legal industry’s leading publications. and has taught “Valuation for Federal, Estate and Gift Tax Purposes” in a Masters’ level course. To learn more please visit www.lipsonneilson.com.

Contact: Sandra D. Glazier
Phone: 248-593-5000
Email: sglazier@lipsonneilson.com

Sandra D. Glazier Presents “Joint Representation: Conflicts, Waivers, Privileges, and Retention Agreements” at 27th Annual Drafting Estate Planning Documents Seminar

Sandra Glazier 2017 webpage photoSandra D. Glazier has been selected by ICLE to present “Joint Representation: Conflicts, Waivers, Privileges, and Retention Agreements” at the 27th Annual Drafting Estate Planning Documents seminar at The Inn at St. John’s conference center in Plymouth (MI) on February 15, 2018.

Stacked with top Probate and Estate Planning speakers from across Michigan, this seminar provides 5.5 intermediate level CLE credits for eligible attorneys. Ms. Glazier made this presentation at the same seminar in Grand Rapids (MI) on January 18, 2018.

An attorney for more than 35 years, Sandra D. Glazier is known for her expertise and successful track record in probate litigation, estate planning, trust and estate administration, and family law matters. The cases Ms. Glazier works on tend to be very complex and require technical as well as legal expertise. She has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings.

An AV Preeminent® rated attorney, Ms. Glazier is recognized nationally for her accomplishments and expertise in estate planning and probate litigation and is routinely requested to speak at some of the leading legal industry conferences across the country. She has been selected as a “Michigan Super Lawyer” by Thomson Reuters, the world’s leading source of information for the legal industry and has been recognized as a “Top Lawyer” by DBusiness, in the areas of probate, estate and family law. Ms. Glazier has had numerous articles published by some of the legal industry’s leading publications. and has taught “Valuation for Federal, Estate and Gift Tax Purposes” in a Masters’ level course.

Sandra D. Glazier Co-Presenting American Bar Association Webinar “Disputes Over Estate or Trust Administration”

Sandra Glazier 2017 webpage photoSandra D. Glazier, a principal of the Lipson Neilson, P.C. law firm will co-present along with Laura Joy Lattman a webinar entitled, “Disputes Over Estate or Trust Administration”. Sponsored by the American Bar Association’s Section of Real Property, Trust and Estate Law, and approved for 1.50 general CLE credit hours, this webinar will be held on December 5, 2017 from 1:00 pm-2:30 pm EST.

It is not uncommon for disputes to arise during the course of administration of an estate or trust. This webinar will provide a lively discussion about several types of trust and estate litigation, including:

  • Accounting proceedings
  • Breach of fiduciary duty/surcharge
  • Removal of fiduciaries

You can click here to register for this webinar.

An attorney for more than 35 years, Ms. Glazier is known for her expertise and successful track record in probate litigation, estate planning, trust and estate administration, and family law matters. The cases she works on tend to be very complex and require technical as well as legal expertise. Ms. Glazier has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings. An AV Preeminent® rated attorney, she has also been recognized by “Super Lawyers” in probate litigation and a “Top Lawyer” by DBusiness, in the areas of probate, estate and family law.

Ms. Glazier has had numerous articles published by some of the legal industry’s leading publications. In addition, she has presented on estate planning and probate litigation related topics for the American Bar Association, Notre Dame Tax and Estate Planning Institute, Kansas City Estate Planning Symposium, Michigan’s Institute of Continuing Education, Oakland County Bar Association, Wayne County Probate Court appointed attorney training, Wilmington Trust’s New York Trust Symposium and the Bloomberg BNA Estate and Gift Tax Advisory Board. She has also taught “Valuation for Federal, Estate and Gift Tax Purposes” in a Masters level course.

Contact: Sandra D. Glazier
Phone: 248-593-5000
Email: sglazier@lipsonneilson.com

Sandra D. Glazier Co-Presenting National Webinar “Undue Influence: What Every Estate Planner Should Know”

Sandra GlazierSandra D. Glazier, a principal of the Lipson Neilson P.C. law firm, will co-present with Thomas M. Dixon a webinar entitled, “Undue Influence: What Every Estate Planner Should Know”.

Approved for Continuing Legal Education (CLE) credits by the State Bar Associations in 34 states, as well as the U.S. Internal Revenue Service for its agents, this live webinar will be held on November 15, 2017, from 1:00pm-2:30pm. Click here to register.

Due in part to the rapid growth of our country’s aging population, many adults are falling prey to the undue influence of others. Undue influence is (intentional or unintentional) conduct that supplants the will and the true intentions of the vulnerable adult with the will of the ‘trusted’ perpetrator.

Undue influence is usually not a single event; rather, it is a process which is generally conducted in secret and therefore must be proved by circumstantial evidence. If lawyers or other professionals engaged in the estate planning process fail to understand and recognize undue influence and to adhere to practices that could be utilized during the planning process for a vulnerable adult, these professionals may well find themselves on the wrong side of a contest proceeding or otherwise unable to defend the independence and validity of a client’s estate plan. In such instances, the failure to take simple precautions and adequately document the process utilized to assess capacity and the absence of undue influence may well undercut the ability to defend the plan.

This webinar is intended to educate the audience on the basics of undue influence and address issues that can arise during the litigation of such claims. The information will assist practitioners in identifying vulnerabilities and many of the indicia or ‘red flags’ of undue influence.

It will also provide insight into actions which estate planners might engage that could result in protection of the plan. This content will also provide a greater understanding of many of the ins and outs of undue influence contests.

An attorney for more than 35 years, Ms. Glazier is known for her expertise and successful track record in probate litigation, estate planning, trust and estate administration, and family law matters. The cases she works on tend to be very complex and require technical as well as legal expertise. Ms. Glazier has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings. An AV Preeminent® rated attorney, she has also been recognized by “Super Lawyers” in probate litigation and a “Top Lawyer” by DBusiness, in the areas of probate, estate and family law.

Ms. Glazier has had numerous articles published by some of the legal industry’s leading publications. In addition, she has presented on estate planning and probate litigation related topics for the American Bar Association, Notre Dame Tax and Estate Planning Institute, Kansas City Estate Planning Symposium, Michigan’s Institute of Continuing Education, Oakland County Bar Association, Wayne County Probate Court appointed attorney training, Wilmington Trust’s New York Trust Symposium and the Bloomberg BNA Estate and Gift Tax Advisory Board. She has also taught “Valuation for Federal, Estate and Gift Tax Purposes” in a Masters level course.

Contact: Sandra D. Glazier
Phone: 248-593-5000
Email: sglazier@lipsonneilson.com

Sandra Glazier on Faculty of the 43rd Notre Dame Tax and Estate Planning Institute

Sandra Glazier 2017 webpage photoLipson Neilson Shareholder Sandra Glazier will be presenting as a member of the forty-third Notre Dame Tax and Estate Planning Institute’s faculty, on the topic of “Removal and Surcharge of Fiduciaries: Practicality, Obstacles and Defending the Fiduciary.” Sandra is the only attorney from Michigan serving as a member of this year’s nationally based prestigious faculty. This is the third consecutive year that Sandra has been invited to be part of this faculty.

Held in South Bend, Indiana, during October 26-27, this Institute brings together tax and estate planning experts from across the country. During the two-day event, the Institute’s faculty will present on a variety of practical topics, relevant even if there is no estate tax.

An attorney for more than 35 years, Sandra D. Glazier is well-known for her expertise in Probate Litigation, Estate Planning, Estate and Trust Administration, and Family Law. Recognized as a Super Lawyer in probate litigation and an AV-Preeminent Rated attorney, Sandra’s articles have been published by some of the legal industry’s leading publications. Sandra is a shareholder of Lipson Neilson P.C., in its Bloomfield Hills, MI office.

Contact: Sandra Glazier

Phone: 248-593-5000

Email: sglazier@lipsonneilson.com

MICHIGAN SENATOR INTRODUCES LEGISLATION ENABLING 55+ PURCHASE OF MEDICARE

According to Michigan Senator Stabenow, people between the ages of 55 and 64 often have more health problems and face higher healthcare costs who are not yet eligible for Medicare. This bill will let individuals buy into Medicare before you turn 65.

The legislation, if passed, could generate significant cost savings since private insurers are permitted to charge often times three times the rates than what Medicare coverage provides for the same service, while at the same time provide needed additional revenue to the Medicare system.

This legislation also would affect the upward financial strain being felt by various statewide private insurance exchanges, as this insurance coverage is usually the most expensive.

To learn more please visit www.CEPlawyers.com