56th Annual ICLE Probate & Estate Planning Institute Seminar

Chuck Taunt and Erika Hart attended the 56th Annual ICLE Probate & Estate Planning Institute Seminar June 21st and June 22nd.   They attend every year to learn and study the latest developments some of which are immediately put to use for our clients. This training makes them eligible to maintain their Probate & Estate Planning […]

St. Michael’s Academy

Charles J. Taunt is a board member and general counsel of St. Michael’s Academy in Petoskey, Michigan. St. Michael’s Academy is a five year old Catholic High School in Petoskey Michigan, which celebrated its inaugural commencement on Sunday May 28, 2017.  The five graduating seniors were offered a total of $300,000 in academic scholarships and […]

American Bankruptcy Institute Consumer Bankruptcy Conference

Erika D. Hart of our firm recently was a speaker at the American Bankruptcy Institute (“ABI”) Consumer Bankruptcy Conference held in Troy, Michigan November 11, 2016.  Erika was one of 3 members of a panel that addressed current hot topics in Chapter 7 bankruptcy, including: ethical and professional responsibility issues for consumer attorneys in bankruptcy […]

Annual Notre Dame Tax and Estate Planning Institute

Again this year, Chuck Taunt attended the Annual Notre Dame Tax and Estate Planning Institute in South Bend, Indiana on October 27th, 28th, and 29th. This nationally recognized conference features presentations by experts from around the country on tax, estate planning, and administration.  Featured speakers this year included Catherine Hughes, Deputy Director of the of […]

Irrevocable Trusts and the Uniform Fraudulent Transfer Act

The establishment of an irrevocable trust may be subject to avoidance under the right – or wrong – circumstances.  Use of the term “irrevocable” does not make the trust immune to attacks from creditors. Under Michigan law, a creditor can avoid certain transfers within the last 6 years.  MCLA 566.31 et. seq.  The court looks […]

Extended Statute of Limitations Where IRS is a Creditor

Under Michigan law, a creditor – and a bankruptcy trustee by extension of the strong arm powers of 11 U.S.C. §544 – has a six year statute of limitations to avoid fraudulent transfers.  MCLA 566.31, et. seq. A Florida bankruptcy court held that a bankruptcy trustee could step into the shoes of the IRS as […]

Holding Back Trust Distributions During Bankruptcy

In general, a bequest, devise or inheritance received within 180 days after a bankruptcy is filed is considered property of the bankruptcy estate and can be liquidated by the chapter 7 trustee.  11 U.S.C. §541(a)(5). A Florida bankruptcy court analyzed whether a debtor in bankruptcy was entitled to a homestead exemption under Florida law in […]

Obi Launches

Obi™ launches! In addition to the two national political conventions, July witnessed the release of Obi™, an independent feeding device for persons suffering from paralysis and neuromuscular disease. Obi™ was invented by Jon Dekar, who was inspired by the experiences of his grandfather (who suffered from ALS/Lou Gehrigs Disease) and a young paraplegic girl whose parents […]


We’ve always been pleased that most of our clients come to us through referrals from other clients or professionals with whom we work.  Recently we were pleased to receive such a referral from a prominent attorney.  When we wrote to thank him and confirm that his client had contacted us he replied: “Very glad to […]