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Estate & Wealth Planning

You have spent a long time building your wealth. Whether modest or grand, the protection and distribution of your wealth after death can be a complicated and potentially expensive matter.

We are dedicated to preserving the legacy you have worked so hard to create. During life, we will help you establish estate and lifetime gifting plans that balance your goals while meeting the needs of your various beneficiaries and keeping tax efficiency always in mind. Following death, we assist fiduciaries in administering the estate and trust with tax compliance in mind to ensure that your wishes are respected.

Our estate and wealth planners are skilled and creative attorneys. We have extensive experience in family business succession planning, probate and trust administration and litigation, guardianships and conservatorships, family office planning, post mortem wealth and tax planning, retirement planning, and charitable giving strategies.

We partner with our colleagues in Jaffe’s Tax, Corporate, Real Estate, and Family Law practice groups to form personalized, essential wealth preservation and transfer strategy. Our cross-disciplinary expertise is the ideal estate planning solution for individuals, entrepreneurs, and multi-generational family businesses. We appreciate how important it is to you to make the right arrangements now to ensure that your wealth – and your loved ones – are cared for into the future. Being your trusted advisor and partner is integral to the service we provide.

Service Index

  • Wills
  • Revocable and Irrevocable Trusts
  • General Durable and Health Care Powers of Attorney
  • Specialized Trusts—Life Insurance, Special Needs, Charitable, Grantor Retained Annuity and Personal Residence Trusts
  • Family Partnerships and LLCs
  • Family Business Succession Planning
  • Digital Asset Planning
  • Asset Protection
  • Fiduciary Compliance
  • Prenuptial Agreements
  • Private Foundations and Donor Advised Funds
  • Decedents’ Estates
  • Trust Administration
  • Tax Services—Estate and Gift Tax Returns, Trust Accountings, Audits
  • Conservatorships
  • Guardianships
  • Elder Law

Estate & Wealth Planning

Estate & Wealth Planning

News & Representative Matters

November 14, 2019

22 Jaffe Attorneys Named as 2020 Top Lawyers by Dbusiness

SOUTHFIELD, MICH., November 14, 2019 – Jaffe Raitt Heuer & Weiss, P.C. CEO Jeffrey M. Weiss announced that 22 attorneys were recognized as 2020 Top Lawyers by DBusiness. The Top Lawyers list is compiled via a peer review survey, polling nearly 20,000 attorneys in Wayne, Oakland, Macomb, Washtenaw and Livingston counties. Each attorney was asked ...

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August 15, 2019

26 Jaffe Attorneys Named as 2020 Best Lawyers in America

SOUTHFIELD, MICH. – Jaffe Raitt Heuer & Weiss, P.C. CEO Jeffrey M. Weiss announced that 26 attorneys were recognized as 2020 Best Lawyers in America©, by the oldest and most respected peer-review publication in the legal profession. According to Best Lawyers©, the lists are compiled by conducting exhaustive peer-review surveys in which ten of thousands ...

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July 30, 2019

Jaffe’s Hertzberg Elected to NEXTGen Detroit Board of Directors

SOUTHFIELD, Mich. – Jaffe Raitt Heuer & Weiss, P.C. a leading Michigan business law firm, announced that Nicole Hertzberg was elected as a first-time board member to the Jewish Federation’s NEXTGen Detroit board of directors. In this role, she will be planning and executing programming and events, developing a strategy and acting as an ambassador of ...

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July 11, 2019

Jaffe’s Soleimani Elected to the Board of Directors of the Jewish Community Center of Metropolitan Detroit

SOUTHFIELD, MICH. – Daniel Soleimani, partner at Jaffe Raitt Heuer & Weiss, P.C. was elected to the board of directors of the Jewish Community Center of Metropolitan Detroit. He will serve a three-year term. A member of Jaffe’s Tax Practice Group, Soleimani advises publicly held and closely held corporations, partnerships, limited liability companies and individuals on ...

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