Todd D. Schmitz

Todd D. Schmitz

5.0
Rating: 9.7

Licensed for 33 years

Estate planning Lawyer Practice Areas: Estate Planning, Elder Law, Trusts, Medicaid & Medicare

About Todd

Practice Areas

4

Practice Areas

Elder Law 25%

Will make referrals to help people find the right nursing home, get good care there, and pay for it without going broke. Will also make referrals to help veterans and veterans' widows get benefits to pay for home care or assisted living care. So many times clients come to our office under the mistaken impression that there is nothing that can be done to protect assets from nursing home costs. The answer depends upon the specific facts of your case.

28 years

25%
Estate Planning 25%

Will make referrals for a proper estate plan, to avoid probate court, minimize estate taxes, prevent a son-in-law from spending your daughter’s inheritance, provide divorce protection for your children, and provide Medicaid triggers or Veterans benefits triggers for yourself. Will make referrals for revocable living trusts, Wills, powers of attorney, health care directives, quit claim deeds, and Lady Bird deeds.

28 years

25%
Medicaid and Medicare 25%

Will make referrals to help people find the right nursing home, get good care there, and pay for it without going broke.

28 years

25%
Trusts 25%

Will make referrals for living trust packages that include "Medicaid triggers" as well as pour over wills, durable powers of attorney, medical powers of attorney and funding documents. An empty trust doesn't work!

28 years | 1,000 cases

25%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Michigan for 33 years

State: Michigan

Acquired: 1992

Active in Good Standing

No misconduct found

Location

No contact information is available for this lawyer

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Todd D. Schmitz's Reviews

Avvo Review Score

5.0 /5.0

69 Client Reviews

5 star (67) 4 star (2)
3 star (0)
2 star (0)
1 star (0)

Posted by Jennifer | November 18, 2016 | Hired Attorney

This review is from a person who hired this attorney.

Estate Planning

I hired Attorney Todd Schmitz to assist us with applying for Medicaid for my ill father. Todd took the time & patience to explain the plan to us. For the well-being of my father, as the POA, I decided to change the plan. Todd was very amenable to the change of plans. This past year both Todd & Attor...ney Nick Pittman have taken a lot of time to get my father's estate organized and ready for Medicaid. They both have responded promptly to my phone calls & emails, which I truly appreciate! Until I personally had to go through this process, I never imagined how much tedious work these gentlemen have to do. Thank you Todd & Nick for all of your assistance during our difficult time. Jennifer

Posted by Emerson | August 20, 2016 | Hired Attorney

This review is from a person who hired this attorney.

Review of Todd Schmitz

We were very pleased with Mr. Schmitz and his whole team. He is very professional, patient and took the time with us to explain the whole process of creating a trust. We were never rushed or made to feel obligated to do anything we were not comfortable with. All our paperwork was completed in a profe...ssional and timely manner. After everything was completed, he followed up with phone calls and written correspondence to make sure we were satisfied with the whole process.

Posted by Lesa | May 2, 2016 | Hired Attorney

This review is from a person who hired this attorney.

Estate planning assistance..

Mr Schmitz assisted me with my mother's estate. This was a very traumatic time for us. He went out of his way to be sure her estate was in order and relieve our stress. He was there to answer any of our questions..

Posted by Jill | January 26, 2016 | Hired Attorney

This review is from a person who hired this attorney.

Trust & Estate Attorney

Todd is a very knoweldgeable and highly effective trusts and estates attorney with great integrity. Todd did a great job of helping me update my estate planning documents ensuring that my young children would be protected and cared for in the event of my passing. All work was delivered as promised... and Todd is always available to answer any follow up logistical questions. I highly recommend Todd to anyone looking to get their estate planning in order.

Posted by Henry | October 30, 2015 | Hired Attorney

This review is from a person who hired this attorney.

Trust

I was very nervous about setting up a trust for my wife and I. I was afraid that the wrong lawyer would just be out to get money from me in any way possible and not worry about my best interest, or just go through the motions and give me a will that didn't protect my family. Todd was very profess...ional and walked us through the process. He took his time with us and explained the Truast in terms we understand. I am sure we have a Trust that will protect my family and the assets we've worked so hard to obtain.

See All Client Reviews

Todd D. Schmitz's Lawyer Endorsements

Endorse Todd
William E. Westerbeke headshot
William Westerbeke

Elder law lawyer | Dec 10

Relationship: Fellow lawyer in community

"Todd is a top notch Elder Law and Medicaid Planning attorney. From my experience, he has a thorough understanding of technical issues and a gift for finding practical solutions for clients. I am sure clients appreciate his down-to-earth, approachable, and friendly demeanor. I endorse Todd’s work and would not hesitate to recommend his services."

Henry Devos Lawrie Jr. headshot
Henry Lawrie

Elder law lawyer | Jan 25

Relationship: Worked together on matter

"I endorse Todd Schmitz. He was extremely helpful in assisting me in qualifying my father for Medicaid. I have been a successful tax and corporate partner with a national law firm for many years, but was lost in this technical area. He managed the submission to the Agency, designed the trust to protect my mother, dealt with Medicare on behalf of my father and stayed in constant contact with us. Our submission had several complicating factors. Very knowledgeable and efficient with a helpful staff."

Charles Alan Amen headshot
Charles Amen

Estate planning lawyer | May 26

Relationship: Worked together on matter

"I endorse this lawyer. We are both members of the American Academy of Estate Planning Attorneys and have corroborated on estate plans and Medicaid Applications. Todd is an excellent attorney who cares about his clients."

Stephen A. Unsworth headshot
Stephen Unsworth

Estate planning lawyer | May 26

Relationship: Other

"I endorse this lawyer."

Wesley Alan Gersh headshot
Wesley Gersh

Estate planning lawyer | May 25

Relationship: Friend

"I endorse this lawyer. I have known Todd for close to 20 years. In the roughly 40 years I have been an estate planning attorney I have found him to be a lawyer of superb intellect who does a great job for his clients."

Michelle P. Biddinger headshot
Michelle Biddinger

Estate planning lawyer | Aug 08

Relationship: Fellow lawyer in community

"I endorse this lawyer. They are an expert in the field of estate planning."

Rupinder Singh Gill headshot
Rupinder Gill

Elder law lawyer | Jul 08

Relationship: Other

"I have known Todd for many years. He is an excellent Elderlaw attorney and a wonderful person to boot. He's the one I go to when an Elderlaw issue has me stumped."

Michael Davidov headshot
Michael Davidov

Elder law lawyer | May 04

Relationship: Fellow lawyer in community

"I endorse this lawyer. Todd wad a great resource for elder lae and Medicaid Planning when I first joined the American Academy of Estate Planning Attorneys. Todd did a wonderful presentation on Medicaid Planning that I still turn to today as a reference guide. He knows Elder Law and Estate Planning and I highly recommend him."

Eric Alan Yeaster headshot
Eric Yeaster

Estate planning lawyer | Jun 06

Relationship: Worked together on matter

"Attorney Schmitz and I worked together on an estate planning matter for a client facing financial difficulties due to a spouse suffering from Alzheimer’s disease. Attorney Schmitz effectively structured and implemented an estate plan for this client, while at the same time exhibiting patience and compassion for a client who was grieving, frustrated and heartbroken. Attorney Schmitz is an exceptional attorney."

Kenneth Gabriel Heiser headshot
Kenneth Heiser

Elder law lawyer | Jan 07

Relationship: Worked together on matter

"I endorse this lawyer. Todd is the co-author with me of the Michigan edition of "How to Protect Your Family's Assets from Devastating Nursing Home Costs: Medicaid Secrets" (www.MedicaidSecrets.com). See him for copies of the MI edition."

Farrah Christeena Ramdayal headshot
Farrah Ramdayal

Elder law lawyer | Aug 18

Relationship: Worked for lawyer

"I had the pleasure and honor of working with Todd for almost two years. Todd has been a wonderful role model and mentor. He is extremely knowledgeable and dedicated to providing honest and accurate advise to his clients. I highly endorse this lawyer."

Nickolas Pittman headshot
Nickolas Pittman

Elder law lawyer | Jul 11

Relationship: Worked for lawyer

"I endorse this lawyer. I have worked for Todd and his law firm's clients from Autumn 2010 to the present. He is a hard-working family man with a tremendous grasp of the myriad issues involved in elder law and estate planning. He also has all of the intellect and experience that you would want from your attorney, but without any of the arrogance and flash that is too often exhibited by legal practitioners. Working with Todd has been a great educational experience which has made me a far better attorney."

Brett A. Howell headshot
Brett Howell

Elder law lawyer | Feb 25

Relationship: Worked together on matter

"I highly recommend and endorse Todd Schmitz. I have had the pleasure of working with Todd and have personally known him for approximately 12 years. He is extremely knowledgeable and a powerful advocate for his clients. Todd has the utmost integrity and is a credit to the legal profession. You can be certain that when Todd is your attorney, your matter will be handled professionally, promptly and to your satisfaction."

Marilyn A. Knak headshot
Marilyn Knak

Elder law lawyer | Feb 20

Relationship: Fellow lawyer in community

"A Lawyer's Lawyer."

James Schuster headshot
James Schuster

Elder law lawyer | Feb 19

Relationship: Fellow lawyer in community

"Todd is one of the leading Elder Law Attorneys in his area."

Esther Chen Wang headshot
Esther Wang

Elder law lawyer | Jul 11

Relationship: Other

"I have kown Todd for a few years through my membership with the American Academy of Esate Planning attorneys. Todd is an outstanding elder law attorney whose legal opinions are highly valued by his peers. His expertise in Medicaid planning and VA benefit planning is beyond impressive. In addition to his thorough knowledge of the law, Todd is creative and an effective advocate for his clients. I highly recommend him."

Douglas Charles Michie headshot
Douglas Michie

Estate planning lawyer | May 04

Relationship: Fellow lawyer in community

"Todd is the kind of lawyer every client seeks. He is extremely knowledgeable in the area of law he practices, and has saved countless clients from excessive taxes and court fees. You could not have a better lawyer on your side"

James Morgan Vitt headshot
James Vitt

Estate planning lawyer | Apr 28

Relationship: Worked together on matter

"I absolutely endorse Todd Schmitz. Recently one of my favorite clients needed some prompt estate planning that involved Michigan specific matters. I contacted Todd and asked him to assist. Todd completed the project the right way, without delay, and my client was happy. That made me happy. Plus, he's a great guy to work with, and he's a member of the American Academy of Estate Planning Attorneys. I'll gladly work with Todd again."

Amy S. Hartman headshot
Amy Hartman

Elder law lawyer | Feb 23

Relationship: Worked together on matter

"I endorse this lawyer's work. Todd Schmitz is hard working and truly cares about the best possible outcome for his clients. He is knowledgeable about his practice area, and always innovative in finding solutions to unique problems that clients may have. I have recommended him to my own family, and will continue to recommend him to others."

Robert R. Florka headshot
Robert Florka

Estate planning lawyer | Feb 22

Relationship: Worked together on matter

"I've known Todd professionally for over ten years. His work has always been excellent and innovative -- he's been willing to take on tough elder law issues that most lawyers run away from. And he's also been exceptionally thorough -- hiring professionals in other disciplines to help his clients with every aspect of their needs. I continue to rely on him to help all my clients with Medicaid and Veterans Benefits issues."

View All Endorsements
Brandie L. Luis headshot
Brandie Luis

Estate planning lawyer

Charles Alan Amen headshot
Charles Amen

Estate planning lawyer

Barry David Horowitz headshot
Barry Horowitz

Estate planning lawyer

Philip V Keenan headshot
Philip Keenan

Elder law lawyer

Saul Henry Kobrick headshot
Saul Kobrick

Estate planning lawyer

Bradley B Anderson headshot
Bradley Anderson

Estate planning lawyer

Michele P. Fuller headshot
Michele Fuller

Elder law lawyer

Eric Alan Yeaster headshot
Eric Yeaster

Estate planning lawyer

Mark Shaban Eghrari headshot
Mark Eghrari

Estate planning lawyer

Robert R. Florka headshot
Robert Florka

Estate planning lawyer

Don L. Rosenberg headshot
Don Rosenberg

Elder law lawyer

James Schuster headshot
James Schuster

Elder law lawyer

Stuart A. Fraser headshot
Stuart Fraser

Social Security & Disability lawyer

Chester Martin Przybylo headshot
Chester Przybylo

Estate planning lawyer

Michael P. Robinson headshot
Michael Robinson

Estate planning lawyer

Dean Richard Hedeker headshot
Dean Hedeker

Estate planning lawyer

Cheryl K. David headshot
Cheryl David

Estate planning lawyer

John Marion O'Drobinak headshot
John O'Drobinak

Estate planning lawyer

Dan R Morris headshot
Dan Morris

Estate planning lawyer

Rial R. Moulton headshot
Rial Moulton

Estate planning lawyer

Experience

Rating:  9.7 (Superb)

Honors

2016

36 hours Continuing Legal Education Received, American Academy of Estate Planning Attorneys

2015

36 hours Continuing Legal Education, American Academy of Estate Planning Attorneys

2014

36 hours Continuing Legal Education met, American Academy of Estate Planning Attorneys

2013

36 hours Continuing Legal Education met, American Academy of Estate Planning Attorneys

2012

36 hours Continuing Legal Education met, American Academy of Estate Planning Attorneys

2011

36 hours Continuing Legal Education met, American Academy of Estate Planning Attorneys

2009

36 hours Continuing Legal Education met, American Academy of Estate Planning Attorneys

2008

Probate and Estate Planning Program Certificate, Michigan State Bar Association Probate and Estate Planning Sections

2008

36 hours Continuing Legal Education Requirement Met, American Academy of Estate Planning Attorneys

Work Experience

2003 - 2016

Of Counsel, The Elder & Disability Law Firm, PLLC

Associations

2016 - Present

Michigan Association for Justice

Member

2014 - Present

Macomb County Bar Assoc. Real Property Committee

Member

2006 - Present

National Association of Elder Law Attorneys

Member

2006 - Present

Macomb County Probate Bar Association

Member

2003 - Present

American Academy of Estate Planning Attorneys

Member

1994 - Present

Macomb County Bar Association

Elder Law Committee, Real Property Committee

1992 - Present

Michigan Bar Association

Member

2008 - 2010

AARP Legal Services Network

Member

Sample of Legal Cases

Divorce asset protection provided to trust beneficiary

Assets were protected.

Medicaid approval despite SBO Trust policy change

Medicaid approval

Stretch IRA with living trust named as beneficiary

Stretch IRA payments for client while his trust was the beneficiary

Successful Medicaid payment to nursing home after client's death

Victory for client's family and the nursing home

Medicaid qualification of married client

Medicaid approval by MI DHS

Medicaid qualification for unmarried client

DHS approval

See More Legal Cases

Education

1992

Wayne State University Law School

JD - Juris Doctor

1989

Michigan State University

BA - Bachelor of Arts

1985

Mount Clemens High School

Diploma

Speaking Engagements

2016

EDLF Client Seminar

Avoid common estate planning mistakes

2015

Oakland County Bar Association Real Property Committee

Real estate and deed issues

2012

Macomb Kennel Club membership meeting

Pet Trusts: "To my dog, Lucky, I leave $10,000"

2010

Medicaid Planning Seminar

Medicaid Planning

2010

Living Trust Seminars Throughout Macomb, Oakland, Wayne Counties

Revocable Living Trusts

2010

Estate Planning Myths

Estate Planning

2009

Medicaid Planning Seminar

Medicaid Planning

2009

Living Trust Seminars Throughout Macomb, Oakland, Wayne Counties

Revocable Living Trusts

2008

Revocable Living Trusts

Revocable Living Trusts

2008

Medicaid Planning Seminar

Medicaid Planning

2007

Medicaid Planning Seminar

Medicaid Planning

2007

Living Trust Seminars Throughout Macomb, Oakland, Wayne Counties

Revocable Living Trusts

2006

Medicaid Planning Seminar

Medicaid Planning

2006

Living Trust Seminars Throughout Macomb, Oakland, Wayne Counties

Revocable Living Trusts

2005

Medicaid Planning Seminar

Medicaid Planning

2005

Living Trust Seminars Throughout Macomb, Oakland, Wayne Counties

Revocable Living Trusts

2004

Medicaid Planning Seminar

Medicaid Planning

2004

Living Trust Seminars Throughout Macomb, Oakland, Wayne Counties

Revocable Living Trusts

2003

Medicaid Planning Seminar

Medicaid Planning

2003

Living Trust Seminars Throughout Macomb, Oakland, Wayne Counties

Revocable Living Trusts

2002

Medicaid Planning Seminar

Medicaid Planning

2002

Living Trust Seminars Throughout Macomb, Oakland, Wayne Counties

Revocable Living Trusts

2001

Medicaid Planning Seminar

Medicaid Planning

2001

Living Trust Seminars Throughout Macomb, Oakland, Wayne Counties

Revocable Living Trusts

2000

Medicaid Planning Seminar

Medicaid Planning

2000

Living Trust Seminars Throughout Macomb, Oakland, Wayne Counties

Revocable Living Trusts

1999

Living Trust Seminars Throughout Macomb, Oakland, Wayne Counties

Revocable Living Trusts

1998

Living Trust Seminars Throughout Macomb, Oakland, Wayne Counties Revocable Living Trusts

Publications

2013

Phylius Press Medicaid Secrets: MI Edition - How to Protect Your Family's Assets from Devastating Nursing Home Costs

2013

Macomb County Bar Briefs Which Came First: The Liber or the Page? Finding real estate records and the recording date with the new Super Index

Languages

English

Activity

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