Patricia E. Kefalas Dudek
Advocate for Elders, People
with Disabilities
and Their Families
Michigan flag
Michigan Matters - Financial, Estate Planning, Insurance issues
Legal Links
(Related to my
practice areas)




Estate Planning Matters:

Duties and Responsibilities of the Trustee of a Special Needs Trust (Patricia E. Kefalas Dudek)
A memorandum that outlines the various duties and responsibilities of a Trustee under current Michigan law.

Family Foundations - Know When to Close (Crain's Detroit Business - 10/25/09)
More family foundations should plan in advance to shut their doors. This has nothing to do with their performance or the current economy and everything to do with their long-term success.

Michigan Adopts "Probate Only" Estate Recovery Law (Chalgian & Tripp Elder Law Alert - Oct. 2007)
Info on the "estate recovery" law adopted by the State of Michigan.

New Estate Recovery Law to Impact Michigan Families (Lansing State Journal - Oct. 2007)
During its recent marathon session, the state Legislature passed a law that could have a direct effect on some Michigan seniors and their families.

New to Estate Recovery, Michigan Attorneys Seek Aid (Elder Law Answers - Oct. 15, 2007)
On September 28th, 2007, Michigan became the last state in the nation to pass an estate recovery program required by federal law. Federal Medicaid officials had threatened to cut off $5 billion in annual Medicaid payments if the state was not in compliance by September 30.

Swatting Gnats, Ignoring Elephants (Michigan Probate & Estate Planning)
Re: fiduciary infidelity in Power of Attorney situations.

Financial Matters:

Free Credit Report for Michigan Residents

Michigan Combined Application Project (MiCAP)
As many as 80,000 Michigan senior citizens and adults with disabilities could automatically get help with their bood budgets this year (2009) under a new federal pilot program.

Michigan Department of Treasury - Unclaimed Property Division
A resource to check into unclaimed property in Michigan.

Insurance Matters:
Deny, Defend and Delay
My letter to the editor of the Michigan Bar Journal regarding mandatory insurance without regulation to the cost of rates.
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