Join Us for a FREE Estate Administration Workshop!

Monday, August 19, 2024 at 3:00PM

In-person or ZOOM webinar

What Are Your Rights as a Beneficiary?

What are your responsibilities as a Trustee or Personal Representative?

Topics Covered:

  • Expected timelines for probate and trust administration
  • Understanding your rights as a beneficiary
  • Responsibilities of a trustee and personal representative
  • Common misconceptions
  • Do I need a lawyer or can I do it myself?

Workshop Date:

Monday, August 19, 3:00PM (In-Person Workshop OR Zoom Webinar)

Presenter

Terri Macklin, Attorney

Terri is an attorney with over 35 years of experience in the areas of estate planning, trust administration and probate. Terri has completed the State Bar of Michigan Probate & Estate Planning Certification Program.

Presenter

Heather Cwiklinski

Heather is a Paralegal and the Supervisor of the Probate/Trust Administration department. Heather has 7 years of experience in estate planning and elder law.

ZOOM Webinar Registration

Click the button below to be directed to our registration form for the ZOOM webinar on Monday, August 19.

Register Here

In-Person Registration

Complete the form below to register for our FREE in-person Educational Series Workshop.

Workshop Location:

4965 East Beltline Ave. NE
Grand Rapids, MI 49525

See the full list of Educational Series Workshops >

Two hours that can change your life.

Client Success Stories…

We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.

All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.

The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.

I was totally lost when my husband’s dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.

Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) – great experience. Thank you!

My husband and I just returned from your workshop in Portage…We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.

Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!

We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.

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“The Law Offices of David L. Carrier is an estate planning and elder law firm located in Western Michigan. Our main office is in Grand Rapids, and we have 3 other conveniently located offices in West Michigan. We specialize in medicaid crisis planning, estate planning, elder law, probate, wills and trusts.

Our Office Locations

Grand Rapids, MI

Norton Shores, MI

Holland, MI

Portage, MI

Practice Areas

Medicaid Crisis Lawyers

Estate Planning Lawyers

Elder Law Lawyers

Family Trust

Probate Lawyers

Trust Funding Center

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