Estate Planning's Best Kept Secret is a LADY BIRD DEED

A Lady Bird Deed will……

Keep you in control of your home.
Name beneficiaries on your home title/deed.
Avoid Probate Court.
Protect against Medicaid Recovery, for nursing care.
Avoid Capital Gains Tax.
Preserve Medicaid eligibility.
Does not uncap the taxable value of your home.
Does not affect your Homestead exemption.
Can be used with or without a Revocable Living Trust.

Do not let the title of your home lapse into Probate Court!

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What is a Lady Bird Deed?

A Lady Bird deed is one type of an estate planning document that can help ensure peace of mind, preserve your estate, and pass along your legacy. This deed is a written document necessary for legal transfer of ownership in real estate. A Lady Bird deed allows the owner of real estate to appoint a beneficiary of the real estate upon the owner(s) death.

What makes the Lady Bird deed unique is that the owner retains lifetime ownership and control of the property, and can sell or borrow against the property during their lifetime. Upon the owner(s) death, title to the property automatically passes to the beneficiaries appointed by the owner in the Lady Bird deed.

This arrangement prevents the title of the property from lapsing upon the owner’s death, and avoids the need for Probate, as well as several other benefits.

How does a Lady Bird deed work in Michigan?

In Michigan, a Lady Bird deed allows a person(s) to retain control over real estate during their lifetime and then have title transfer automatically to beneficiaries, upon the death of the owner – it is like putting a beneficiary on the property! Specifically, a Michigan Lady Bird deed allows a person to use the deed to transfer the property back to themselves (for their lifetime) and then name beneficiaries called remainderman, who will receive the property after the owner’s death.

Do you have more questions?

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Sumner PC & Associates

Lady bird Deed Attorneys In Michigan

Our firm has attorneys with over 40 years of experience in creating lady bird deeds and estate plans. We have successfully assisted hundreds of clients with their lady bird deeds. Now may be the time to contact our Michigan Estate Planning lawyer if you’re looking to update your estate plan, will or trust.

Sumner & Associates,
Lady Bird Deed Estate Planning Experts

Excellence in Service

Scott Sumner, J.D.

Attorney & Counselor At Law

Scott J. Sumner, J.D. was born in Macomb County, Michigan and attended Utica Community Schools before graduating from Michigan State University (1986) and Michigan State College of Law (1989), previously Detroit College of Law (DCL).

Excellent

Based on 89 reviews

Danny Mason

January 12, 2024.

Scott Sumner and his team have developed a thorough process to create Wills and Trusts. Using a multi-phase approach to complete each step, they made sure we had time to review and understand what we're doing. After the signing we had a nearly complete, thoughtfully organized binder that will make it so much easier to put to use when needed. It wasn't complete because they also included a list of the additional documents and next steps that we need to add and maintain to have everything in one spot for our heirs. Passing is inevitable. But Sumner and Associates have provided us peace mind by creating a document that will ease the administrative burden on our children after we're gone and helped us ensure that our assets pass quickly to our heirs and not spent unnecessarily in time or money in probate.

Tom Horlacher

January 12, 2024.

Very nice and informative team @ Sumner n Associates. We are very satisfied with their performance.

pritish khale

December 7, 2023.

We had this wonderful opportunity to do our estate planning and the whole experience was great. Sean Parent was our legal advisor and he was excellent in explaining the details, making sure we understood everything and was very responsive. Sarah and Rori also helped out. Overall great team of attorneys and paralegals and would definitely recommend anyone who is looking to estate planning. Keep up the good work. Your top notch quality of service matters.

Jamie Brooks

November 16, 2023.

I would highly recommend this firm. Great communication throughout the entire process of getting my trust/will completed. Sean was very professional and explained every process thoroughly and Sarah was very helpful throughout the process as well. Thank you for everything!

Lisa Harris

October 21, 2023.

Folks at Sumner were professional, kind, intuitive and on point throughout. Highly recommend them. Thanks.

Michelle Walker

October 14, 2023.

Great professional service, very informative, I recommend.

Jillian Bachleda

September 21, 2023.

We have nothing but positive things to say! It was an amazing experience. We were provided with all the information we needed to fully understand all the estate planning documents and he took the time to let us ask questions / clarify misunderstandings. He was patent, informative and ensured we 100% understood every document we signed. Very glad we went with Summer and Associates!

MARK CANDELA

September 6, 2023.

Recently had a great experience with Scott Sumner and his staff. Very professional with excellent people skills. Scott provided a complete estate planning trust. Service was great and information provided was very detailed. I would highly recommend Sumner and associates for any estate planning needs.

Brian Hart

August 11, 2023.

The office was phenomenal in helping my wife and I establish our trust. Very informative every step of the way. Thank you!

Carol Zachrich

July 25, 2023.

Great experience! This team has the estate planning process down to a science. Very efficient, timely and responsive. Appreciate their expertise and demeanor. Highly recommend!