Areas of Practice Emphasis

Representative Clients

  • Center for Financial Management I, LLC
  • Willow Creek Dental, P.C.
  • Gastrointestinal Specialists P.C.
  • MSA Delivery Service
  • Hurricane Consulting Inc.
  • Zatkoff Seals & Packings

Prominent Assignments

  • Wealth transfer planning for high net-worth individuals
  • Business and tax counsel to professional athletes
  • Counsel to medical practices in structure, compensation planning, and asset protection matters
  • Business succession planning for closely held and family-owned businesses
  • Business acquisition and dispositions
  • Drafting shareholder agreements, operating agreements, employment agreements and non-disclosure and non-compete agreements

Education

  • L.L.M. in Taxation, New York University, 1982
  • J.D. (cum laude), University of Detroit, 1981
  • B.A. in Economics, University of Michigan, 1977

Admitted to Practice

  • Michigan, 1982
  • U.S. Tax Court, 1982

Publications and Presentations

  • Presenter of seminars relating to estate planning, retirement planning, asset protection planning, wealth transfer and business succession planning