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Chat withState: Michigan
Acquired: 1972
No misconduct found
40950 Woodward Ave., Ste 303, Bloomfield Hills, MI, 48304
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2014
AV Peer Review Rating, Martindale-Hubbell
2014
AEP - Accredited Estate Planner, National Association of Estate Planners & Councils
2014
Accredited Estate Planner, Nat'l Assoc of Est Planning Councils
2013
AV Peer Review Rating, Martindale-Hubbell
2012
AV Peer Review Rating, Martindale-Hubbell
2011
AV Peer Review Rating, Martindale-Hubbell
1988
CFP, Certified Financial Planner Bd of Standards
2000 - Present
Partner, Gourwitz and Barr, PLLC
1995 - Present
Financial and Estate Planning Council of Metropolitan DetroitPres./Bd. Member
1987
Personal Financial Planning Certification
1972
JD - Juris Doctor
1965
BA - Bachelor of Arts
2012
A Brief Discussion of Grantor Trusts, Including IDGTs, GRATS and QPRTs
2009
Lifetime Gifting Strategies or Tis Better to Give…Lifetime Gifting Strategies or Tis Better to Give…
2016
1985
1984