Sara A. Nicholson
- Partner
My admin
- Cathy Greenlee
practices
- Provides counsel for tax planning, probate avoidance and asset management for all estate sizes.
- Prepares complex estate plans to maximize clients’ succession and tax planning objectives.
- Counsels clients on options for and implications of various rollover and distribution transactions with retirement assets.
- Guides clients on the income tax implications of retirement beneficiary designations and choices for maximizing income tax deferral.
- Advises clients on agreements governing the use and maintenance of family cottages, as well as the eventual succession of ownership.
- Represents fiduciaries and families in a full range of services for post-death estate settlement and on-going trust administration, including tax p
- Provides counsel for tax planning, probate avoidance and asset management for all estate sizes.
- Prepares complex estate plans to maximize clients’ succession and tax planning objectives.
- Counsels clients on options for and implications of various rollover and distribution transactions with retirement assets.
- Guides clients on the income tax implications of retirement beneficiary designations and choices for maximizing income tax deferral.
- Advises clients on agreements governing the use and maintenance of family cottages, as well as the eventual succession of ownership.
- Represents fiduciaries and families in a full range of services for post-death estate settlement and on-going trust administration, including tax planning and preparation of the requisite tax returns, probate filings, accounts and trust documentation.
- “Legacy & Longevity: Instruments for Preserving Wealth and Preparing for Liquidation Events,” WMU Homer Stryker M.D. School of Medicine Innovation Center Lunch-and-Learn Series, Kalamazoo, Michigan, September 12, 2019
- Writes and presents on many estate planning and tax topics for professional groups, such as the Institute for Continuing Legal Education (ICLE) and community groups through southwest Michigan
- “Maximizing the Tax Benefits of IRAs,” MICPA 2019 Management Information & Business Show, Novi, Michigan, June 27, 2019
- “Planning With Retirement Plans,” presentation for the IMA Kalamazoo Chapter, October 17, 2017
- “Legacy & Longevity: Instruments for Preserving Wealth and Preparing for Liquidation Events,” WMU Homer Stryker M.D. School of Medicine Innovation Center Lunch-and-Learn Series, Kalamazoo, Michigan, September 12, 2019
- Writes and presents on many estate planning and tax topics for professional groups, such as the Institute for Continuing Legal Education (ICLE) and community groups through southwest Michigan
- “Maximizing the Tax Benefits of IRAs,” MICPA 2019 Management Information & Business Show, Novi, Michigan, June 27, 2019
- “Planning With Retirement Plans,” presentation for the IMA Kalamazoo Chapter, October 17, 2017
- Warner Names Four Attorneys as Partners
- Michigan State Bar Recognizes Warner for Pro Bono Contributions
- “Navigating the Insecurities of SECURE: Significant New Limitations on the ‘Stretch’ IRA,” Michigan Probate & Estate Planning, Spring 2020
- “Tax Law Series: Plan for the Future Federal Estate Tax,” ICLE Webinar, February 2019
- “Planning with Retirement Benefits,” Chapter 22, Michigan Estate Planning Handbook, an ICLE publication, 2019, with Nancy Welber, 2019
- “State law governs inher
- “Navigating the Insecurities of SECURE: Significant New Limitations on the ‘Stretch’ IRA,” Michigan Probate & Estate Planning, Spring 2020
- “Tax Law Series: Plan for the Future Federal Estate Tax,” ICLE Webinar, February 2019
- “Planning with Retirement Benefits,” Chapter 22, Michigan Estate Planning Handbook, an ICLE publication, 2019, with Nancy Welber, 2019
- “State law governs inheritance if no will exists,” WWMT.COM, September 4, 2018
- “Maximizing Tax Benefits of Retirement Assets,” Institute of Continuing Legal Education, July 2018
- “Fiduciary Income Tax Planning: Including Capital Gains in Distributable Net Income (DNI),” Michigan Tax Lawyer, Volume XL, Issue 2, with Raj Malviya and Richard Puhek, Summer 2014
- “Revisiting Powers of Appointment for Sophisticated Planning,” Institute of Continued Legal Education, February 13, 2014
