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I am an associate practicing in Butzel Long’s Bloomfield Hills office. I concentrate my practice in the areas of estate planning and succession planning, counseling individuals and business owners on the various aspects of estate and wealth transfer planning. I have extensive experience in sophisticated tax planning techniques, including planning for dynasty trusts, life insurance trust planning, charitable trust planning, family limited partnerships and limited liability companies. I also have extensive experience in probate, and trust administration and the formation and operation of public charities and private foundations.
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Practice Areas
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Chat withState: New York
Acquired: 2008
No misconduct found
State: Michigan
Acquired: 2006
No misconduct found
41000 Woodward Ave, Bloomfield Hills, MI, 48304
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2008
Fellow, ABA Real Property, Trust & Estate
2007 - Present
Shareholder, Butzel Long
2003 - 2004
Legal Intern, Judge Bernard A. Friedman, U.S. District Court for the Eastern District of Michigan
2011 - Present
American Bar Association, Real Property, Trust and Estate Law SectionVice Chair, Business Planning Group, Committee
2012 - 2013
American Bar Association, Real Property, Trust and Estate Law SectionChair, Young Lawyers Network
2011 - 2012
American Bar Association, Real Property, Trust and Estate Law SectionVice-Chair, Young Lawyers Network
2007
LL.M.
2006
JD - Juris Doctor
2012
Hot Topics
2012
Hot Topics and Business Entities Owning Investment Portfolios
2011
Estate Tax Legislation Affecting 2010 Decedents, Existing Estate Plans, and Life Insurance Strategies
2011
Estate Tax and Planning Opportunities for 2010 and Beyond
2011
Uplifting Gifting - Using Additional Gift, Estate and Generation-Skipping Tax Exemption to Maximize Business Succession Planning
2010
The Lifecycle of a Family Business Owner: Birth, Midlife Crisis, Death and Beyond!
2009
Legislative Update: The Stimulus Act and Other Developements
2009
Planning with Tenancies in Common – An Alternative to an FLP?
2008
Sunset Provision Planning: Take Advantage of these Techniques Before they Fade Away
2008
Recent Developments in Estate Planning and Estate Administration with Closely-Held Businesses
2012
2011
Spanish