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PROFESSIONAL ACCOMPLISHMENTS

AWARDS

  • Five Star Award Winner: 2012-2019
  • 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 National Network of Estate Planning Attorneys
    • State Bar of Michigan
    • Probate and Real Estate Section
    • Business Law Section
    • Taxation Section
  • Member of the National Association of Christian Financial Consultants
  • Wayne County Probate Bar Association
  • 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-Present
  • 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
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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures.
2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria). 9. Education and professional designations/industry and board certifications. 10. Pro Bono and community service work. This year, we honored 15 Detroit-area investment professionals with the Five Star Investment Professional award.