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Design customized estate plans for married couples, unmarried couples, individuals, and high net worth clients, that achieve client goals including:
tax savings strategies and estate tax avoidance
probate avoidance
educational planning for children
planning strategies for special needs children/individuals
charitable giving
second marriages and blended families
end of life care and life-sustaining treatment
inter-generational wealth transfers
real estate, life insurance, and retirement planning strategies
religious values, including compliance with Islamic law
Represent personal representatives, trustees, and beneficiaries in probate and trust administration and litigation.
Advise individuals and families about guardianship and conservatorship matters.
Counsel individuals and families about post-mortem tax and estate planning.
REPRESENTATIVE CLIENTS
Individuals, couples and unmarried couples
Multi-generational families
Trustees and Personal Representatives
Shareholders and Members of closely-held businesses
Nonprofit corporations
AREAS OF PRACTICE EMPHASIS
Estate Planning & Administration
Taxation
PROFESSIONAL INVOLVEMENT
State Bar of Michigan - Probate and Estate Planning, Taxation and Litigation Sections, Member
Oakland County Bar Association, Member
COMMUNITY INVOLVEMENT
Michigan Senate Committee on Families, Mental Health, and Human Services, Former Committee Clerk
St. Malachy Church, Sterling Heights, Board Member
Sterling Heights Community Foundation, Former Board Member
PUBLICATIONS AND PRESENTATIONS
Speaker, Renaissance Weekend, Kiawah Island, SC Fall 2006 "Charitable Giving and Succession Planning for Families" and "Estate and Tax Planning for the Here and Now"
EDUCATION
Michigan State University, B.A. 1998
Legislative Aide for State Representative Frank Fitzgerald and State Senator Beverly S. Hammerstrom
Wayne State University Law School, J.D. 2002.
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