I am a partner with Waun & Parillo, PLLC in Grand Blanc, Michigan, and devote my practice to wide-ranging matters involving business law and estate planning.
In the business arena, I have extensive experience representing clients across a broad array of issues, including formation of business entities; real property acquisition, divestiture, and leasing; purchase and sale of businesses, succession planning; commercial contracts and transactions; and for-profit and non-profit corporate issues.
I also provide comprehensive and highly personalized estate planning counsel to individuals and families regarding wills and trusts, gift and estate tax planning, probate and trust administration. I am especially adept at helping affluent families navigate their unique planning challenges, and take a team approach to fully addressing clients’ interests and needs, collaborating with financial advisors, certified public accountants, and insurance professionals. On various occasions, I have obtained favorable IRS Private Letter Rulings for clients with challenging taxation issues and disputes.
I frequently lecture on estate planning issues and have presented to and on behalf of banks, insurance companies, and financial advisors, and investment firms.
|MI||Active And In Good Standing||1995||07/31/2022|
|Partner||Waun & Parillo PLLC||2008 - Present|
|Member||Wealth Counsel, LLC||2004 - Present|
|Association name||Position name||Duration|
|State Bar of Michigan||Member||N/A|
|State Bar of Michigan, Business Law Section||Member||N/A|
|State Bar of Michigan, Taxation Section||Member||N/A|
|State Bar of Michigan, Probate & Estate Planning Section||Member||N/A|
|Genesee County Bar Association||Member||N/A|
|Wayne State University Law School||Masters of Law (LL.M.)||1998|
|Detroit College of Law||JD - Juris Doctor||1994|
|University of Michigan||BA - Bachelor of Arts||N/A|
|Citizens Bank, Private Banking||Estate Planning for Business Women||2010|
|First of Michigan Client Meeting||The Truth About Estate Planning||2009|
|Financial and Estate Planning Seminar||Empowering Women||2009|
|Northwestern Mutual Training Course||Taught Estate Planning Course||2006|
|Private Letter Ruling Request||Favorable|
Posted by Deryl
March 20, 2017
Posted by Jon
March 20, 2017