AWARDS

• Accredited Estate Planner
• Five Star Award Winner: 2012-2023
• Coauthored Unintended Consequences Effect of No Federal Estate Taxes August 2010
• Participant on the Jalbert Financial Show WMUZ, January - February 2010
• Guest on Ask the Lawyer on WJR, February, 2009
• Coauthored Spousal Gifting Trust Journal of Practical Estate Planning, April, 2008
• Coauthored Avoiding Unintended Disinheritance Journal of Practical Estate Planning, August, 2007
• Completed InKnowVision Studies for Estates in the range of 10 -50 Million Dollars, 2007
• Board of Directores Financial and Estate Planning Council of Metropolitan Detroit, Inc.
• Contributing Author for Love, Money, Control: Reinventing Estate Planning published in February, 2004
• Board of Director Wayne County Probate Bar Association, 1995 - 2010
• President of Wayne County Probate Bar Association, 1999 - 2000
• Mediator for the Wayne County Probate Court, 1998 - Present
• Speaker for the National Network of Estate Planning Attorneys 2000 - Present
• Speaker for several major financial institutions 2000-Present
• Speaker for the Michigan Association of Certified Public Accountants
• Mentor Coach/ Presenter -Practice Builder Program, National Network of Estate Planning Attorneys, 2000-2006
• Completed National Network of Estate Planning Attorneys Practice Coaching Program, 2000 - 2001
• Vice President of Wayne County Probate Bar Association, 1998 - 1999
• Treasurer of Wayne County Probate Bar Association, 1997 - 1998
• Chairman of Lawyer Admission Committee, 1992 - 1993, Oakland County Bar Association
• Vice Chairman of Young Lawyers Committee, 1989 - 1990, Oakland County Bar Association
• Industrial Hygienist in Training
• American Society of Clinical Pathologist Certified Microbiologist
• Papers authored:
• Doctors Dilemma1983
• Coke Ovens1979
• Problems in Medical Entomology: Canine Dirofilariasis, 1977
• The Adele T. Grosebeck Foundation Award for Excellence in the
• Study of Law for the Academic Year 1984 - 1985
• American Jurisprudence Award in Administrative Law, 1984
• American Jurisprudence Award in Constitutional Law, 1982

Education

• Detroit College of Law, Juris Doctorate, 1985, Cum Laude
• Wayne State University, Master of Science, 1979, Occupational and Environmental Health
• Michigan State University, Bachelor of Science, 1976 Microbiology

Professional Associations

• Member of the Wealth Council
• State Bar of Michigan
• Probate and Real Estate Section
• Member of the National Association of Christian Financial Consultants
• Wayne County Probate Bar Association
• Vice President Financial and Estate Planning Council of Metropolitan Detroit

 

Community and Service Organizations

• Eagle Scout January, 1968
• Member YMCA Foundation Board for Metropolitan Detroit 2015-Present
• Chairman - Birmingham Family YMCA Board of Managers 2004 -2006
• Assistant Pack Master, Assistant Den Leader and Den Leader, 1999-2006
• Troop Volunteer Boy Scout Troop 1006 2003 -2016
• Volunteered at Boy Scout National Jamborees 2005, 2010 100th Anniversary of Scouting in the USA
• Member Karmanos Cancer Institute 2017-Present
• Member Metropolitan Detroit YMCA Foundatioin 2016-Present
• Led a Boy Scout Expedition to Philmont, New Mexico, June 2007
• Led a Boy Scout Expedition to Islamorada, Florida July 2008
• Led a Boy Scout Expedition to Ely, Minnesota, Boundary Waters July 2009
• Co Lay Leader Metropolitan United Methodist Church 2002 -2004
• Trustee Metropolitan United Methodist Church 2014-2021
• Member Board of Managers-Birmingham Family YMCA 2001-2008
• Volunteer of the Year-Birmingham Family YMCA 2001
• Coach, YMCA Youth Sports: Soccer, Basketball and Baseball, Football 1997-2008
• Co Head Usher Metropolitan United Methodist Church 1991 -2001
• Organized and lead a Handbell Choir Tour to Latvia, Lithuania and Estonia, 1999
• Organized and lead a Work Mission to Liepaja, Latvia 1997
• Habitat For Humanity Volunteer various years
• Member of Board of Directors and Legal Counsel for Contact Life Line, 1987-1990
• Common Ground - Free legal assistance to indigents 1985 -1991