Shirley A. Kaigler

Shirley is a partner in our Private Client practice group. She concentrates her practice in the areas of probate and trust administration, probate litigation, estate, trust, charitable gift, tax, retirement and business succession planning. She also has experience in elder law, guardianship and conservatorship matters, and health care proxy and special needs issues. Her clients are business owners, professionals in solo and group practices, corporate executives, educators, retirees, and individuals with special needs. Shirley has fostered positive working relationships with major financial institutions in order to coordinate and implement her clients’ tax, estate, and financial plans and is dedicated to ensuring that her clients’ wishes and wealth are safely preserved.

• “Planning for the Small to Medium Size Estate, Alternative Estate Planning Vehicles,” Institute of Continuing Legal Education (ICLE)
• “Using Trusts in Estate Planning, Funding the Revocable Grantor Trust,” Institute of Continuing Legal Education (ICLE)
• “Planning the Small to Medium-Sized Estate, A 50 Minute Course on the Basic Tax Rules Governing Estate Planning,” Institute of Continuing Legal Education (ICLE)
• “How to Probate an Estate in Michigan,” Institute of Continuing Legal Education (ICLE)
• “Fundamentals of Estate Administration, Allowances and Elections Against the Will,” Institute of Continuing Legal Education (ICLE)
• “Trust Administration under EPIC,” 40th Annual Probate and Estate Planning Institute
• “Fundamentals of Trust Administration,” 47th and 50th Annual Probate and Estate Planning Institute, Institute of Continuing Legal Education (ICLE)
• “Current Issues in Sports and Law, Advising Professional Athletes on Tax and Financial Planning,” Institute of Continuing Legal Education (ICLE)
• “Wills, Trusts, and Estate Planning,” George W. Crockett, Jr. Community Law School
• “Estate Planning,” National Association of Securities Professionals (NASP)
• “Wealth, Estate and Tax Planning Strategies,” Black Enterprise and AXA Financial services Wealth Building Seminar
• “Income Tax and Estate Planning for the Elderly with a Focus on the Client’s Long Term Care Needs,” Master’s Thesis
• “Estate Planning Newsletter, prepared for clients and friends of Jaffe, Raitt, Heuer and Weiss, Professional Corporation,” Co-Editor and Author
• “Michigan Tax Lawyer, A tax journal published by the State Bar Tax Council” Editor
• Task Force to Study Enactment of the Uniform Principal and Income Act,” Chair
• After-Hours Tax Law Series – Coordinator, Taxation Council for State Bar of Michigan
• “Inside the Minds: Elder Law Trusts and Estate Strategies, “Working with the Elderly Client and Their Family in Estate Planning,” Aspatore Books (2008)