Estate Planning Attorney
Chris is a partner and the chair of Varnum's Estate Planning Practice Team. Chris regularly advises clients regarding complicated estate planning, succession, and tax planning, recognizing that such advice requires an intimate understanding of the client's hopes, desires and concerns in order to achieve the client's goals. As such, he works intimately with clients and their advisors to create estate plans that enable families to plan for the immediate concerns of today, as well as for future generations.
Chris prepares sophisticated estate plans, focusing on probate avoidance, estate tax planning and business succession planning. In addition, Chris regularly assists families with cottage succession planning and navigating both the emotional, interpersonal and legal complexities of maintaining a family cottage. Chris also maintains a significant focus on post-death planning, and estate and trust administration.
For more information, please contact Chris Caldwell at 616/336-6951 or firstname.lastname@example.org
Advising multiple second-generation members of a significant farming operation on estate planning, focusing on estate tax minimization, business succession planning, and philanthropic planning. Implementing structure to involve next generation members in business operations.
Working with the majority owner of a large food-service operation to take advantage of tax minimization strategies while also simplifying a complex structure for maximum efficiency and flexibility for future planning.
Representation of an individual trustee regarding the settlement of a complex estate following the death of both parents; assisting in probate litigation regarding validity and interpretation of estate plan documents.
With several generations of multiple families involved in a variety of businesses, working to establish consistent business succession plans within context of very individualized estate plans, and with an emphasis on transfer tax minimization, asset protection for future generations, and business operation efficiency.
Working with a couple owning eight-figure qualified retirement plans to prepare an estate plan with a goal to maximize benefits to individual beneficiaries and charities in the context of income tax, estate tax, and cash flow concerns.
Representing holding valuable Lake Michigan real estate to address property tax concerns while creating a cottage management structure for future generations.
Representing owners of an automotive supplier to implement various irrevocable trusts and transfers; Coordinating various irrevocable trusts and establishments of agreements among beneficiaries to reallocate ultimate disposition of various trust held assets.
Representing owner of business in medical support field regarding sale of nine-figure ownership interest to "dynasty" trust to maximize generalized wealth transfer for many generations while minimizing estate tax.
Honors & Recognitions
Best Lawyers in America® since 2013
Grand Rapids Magazine's Top Lawyers, Trusts and Estates, 2019 and 2020
Leading Lawyers, Trust, Will & Estate Planning Law
Grand Rapids Bar Association
Michigan Institute for Continuing Legal Education (ICLE)
State Bar of Michigan: Probate and Estate Planning Section, Council member; Charitable and Exempt Organizations Committee, chair
West Michigan Estate Planning Council, past president and Board member
West Michigan Planned Giving Group, past Board member
Fountain Street Church Foundation, past chair and Board member
Home Repair Services, past chair and Board member
Porter Hills Planned Giving Committee, past committee member
Widowed Persons Service, past Board member
News & Publications
- December 9, 2020
- September 22, 2020
- December 2, 2019
- August 15, 2019
- August 27, 2018
- August 16, 2017
- August 26, 2016
- August 20, 2015
- August 27, 2014
- August 15, 2013
- September 24, 2012
- December 10, 2009
ICLE, Planning Techniques for the Taxable Estate, "Overview of the Estate and Gift Tax," December 5, 2019
Varnum's Annual Institute for Tax Practitioners, Grand Rapids, 2017, 2018, 2019
ICLE, Fundamentals of Estate Administration, "Information Gathering and Commencement of Proceedings," October 9, 2018
MICPA, West Michigan Tax Symposium, "Laying a Strong Basis for Your Estate Planning," November 29, 2017
ICLE, Planning Techniques for the Taxable Estate, "Overview of the Estate and Gift Tax," December 1, 2016
- Governor Whitmer Signs Legislation Ratifying Remotely Witnessed, Notarized, and Signed Documents Through End of 2020Estate Planning Advisory, November 11, 2020
- Estate Planning Advisory, April 13, 2020
- Estate Planning Advisory, January 9, 2020
- Preparing a Fiduciary AccountingICLE Top Tips in Ten Minutes, 2019
- Estate Planning Insights, August 27, 2019
- Estate Planning Advisory, December 11, 2017
- Michigan Probate and Estate Planning Journal, Summer 2017
- Estate Planning Blog Post, August 17, 2015
- Cottage Law Blog Post, June 24, 2015
- Cottage Law Blog Post, October 22, 2014
- Estate Planning Blog Post, July 14, 2014
- Cottage Law Blog Post, June 16, 2014
- Estate Planning Blog Post, June 10, 2014
- Happy National Healthcare Decisions Day: Why an Advance Directive is a Crucial Part of Estate PlanningEstate Planning Blog Post, April 16, 2014
- Cottage Law Blog Post, March 26, 2014
- Cottage Law Blog Post, December 23, 2013
- Cottage Law Blog Post, December 2, 2013
- Cottage Law Blog Post, September 18, 2013
- Cottage Law Blog Post, July 25, 2013
- Estate Planning Blog Post, July 15, 2013
- Cottage Law Blog Post, July 1, 2013
- Estate Planning Blog Post, June 28, 2013
- Cottage Law Blog Post, June 27, 2013
- Cottage Law Blog Post, March 27, 2013
- Cottage Law Blog Post, March 18, 2013
- Cottage Law Blog Post, February 20, 2013
- Michigan Probate & Estate Planning, Winter 2013
- Estate Planning Blog Post, January 16, 2013
- Cottage Law Blog Post, January 2, 2013
- Estate Planning Blog Post, November 30, 2010
- Michigan Lawyers Weekly, November 11, 2010
- Cottage Law Blog Post, October 1, 2010
- Estate Planning Advisory, July 13, 2010
- Michigan Lawyers Weekly, November 1, 2009
- Estate Planning with Retirement Assets: Trusts, Taxes and Other Common IssuesMichigan Bar Journal, 2006
University of Pittsburgh School of Law
J.D., magna cum laude, 2002
B.A., cum laude, History, 1998
- All Michigan state courts