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Draft estate planning documents to facilitate inter-generational wealth transfers, including transfers of business interests, securities, real estate and art.
Assist clients to implement tax-savings strategies.
Assist nonprofit clients with tax and regulatory compliance, donor agreements, and other matters.
Prepared legal arguments for Offer in Compromise proceedings with IRS.
Involved in initial stage of energy project development, including drafting comments on proposed federal regulations.
Participated in all aspects of environmental litigation regarding historical contamination, including factual and legal research and drafting motions, facilitation summary, and arbitration brief. Assisted at arbitration hearing.
Prepared brief arguing against Michigan jurisdiction and attended evidentiary hearing where court found no jurisdiction and out-of-state defendant was relieved from defending action in Michigan.
Assist clients with various child custody issues, including inter-state disputes subject to UCCJEA.
REPRESENTATIVE CLIENTS
Individuals, couples, and families seeking to optimize their tax and personal planning
Nonprofit Organizations
AREAS OF PRACTICE EMPHASIS
Environmental
Estate Planning & Administration
Taxation
PROFESSIONAL INVOLVEMENT
Michigan Bar Association, Probate and Estate Planning Section and Taxation Section
Oakland County Bar Association, Probate, Estates and Trusts Committee
COMMUNITY INVOLVEMENT
Smith College Alumnae Association
University of Michigan Alumni Association
Detroit Country Day School Parents Association
Dartmouth Club of Detroit (Parent Member)
Experience
University of Michigan Child Advocacy Clinic (2004). Represented children in Genesee County and parents in Washtenaw County.
Judicial Internship with Honorable Paul J. Komives, United States District Court, Eastern District of Michigan (2002).
CBS Theatrical Films Division, Studio City, CA (1982-1986). Manager of Financial Planning. Prepared monthly forecast and annual budget. Performed cost analyses. Analyzed contracts for international distribution of films.
CBS Television Network, Hollywood & Studio City, CA (1979-1982). Financial Analyst. Prepared monthly profit and loss forecast. Determined financial feasibility of capital expenditures.
EDUCATION
Smith College, A.B. 1976
Medieval European history and English literature,
German and Russian languages, study tour of Soviet Union
University of Michigan Law School, J.D. 2004 (magna cum)
Order of the Coif.
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