In a Wealth Management Magazine article titled “Justice Ginsburg Left Entire Estate to her Children…and Housekeeper”, Lipson Neilson Shareholder Sandra D. Glazier is quoted as she explains that it’s not uncommon for individuals to leave money for housekeepers as these relationships were of particular importance and meaning to the deceased.
Sandra D. Glazier’s discussion in the article:
“It’s not uncommon for individuals who have long term caretakers or housekeepers, drivers or assistants to decide to leave money to them. In the United States, providing a bequest is often used by individuals to demonstrate to those who survive them that the relationship was one of particular importance and meaning”, says Sandra D. Glazier, equity shareholder in Lipson Neilson P.C., in its Bloomfield Hills, Mich. office.
“When the bequest to a care provider is more than nominal, it may be suspect. For example, in some jurisdictions, it may even be presumed to be either invalid per se or presumed to be the product of undue influence. Some jurisdictions limit the amount that can be provided to a caregiver”, adds Glazier.
However, she says, that’s not likely the case with Justice Ginsburg, who herself was well acquainted with the law and had been married to a distinguished tax attorney, after all.
With over 38 years of experience, Ms. Glazier has handled a multitude of complex cases. In the probate litigation arena, Glazier has represented parties in some of the largest estates subjected to litigation in Michigan. Her experience includes, but is not limited to, complex litigation relating to claims of breach of fiduciary duty, will and trust contests, and claims of undue influence or lack of capacity.
Lipson Neilson has offices in Michigan, Nevada, Arizona, and Colorado, and provides counsel and representation to clients across the country.