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Education
- State University of New York at Buffalo School of Law (J.D., 1985)
- State University of New York, Stony Brook (B.A., 1981)
Bar and Court Admissions
- All State Courts in Michigan
- U.S. District Court, Western District of Michigan
- U.S. District Court, Eastern and Southern Districts of New York
Professional Associations
- American Bar Association
- Real Property, Trust and Estate Law Section
- Taxation Section
- State Bar of Michigan
- Probate and Estate Planning Section
- Council Member (2006-Present)
- Charitable Giving/Exempt Organizations Committee
- Court Forms and Rules Committee, Chair
- Michigan Trust Code Michigan Court Rules Subcommittee, Chair
- Michigan Trust Code Committee (2005-Present)
- Taxation Section
- Ingham County Bar Association, Probate and Trust Section
- Greater Lansing Estate Planning Council
- Board Member (2007-2010)
- Secretary (2008-2009)
- President (2009-2010)
Distinctions and Certifications
- Achieved an AV© peer review rating by Martindale-Hubbell
- Best Lawyers in America, Trusts and Estates (2010)
- Completed Probate and Estate Planning Certificate Program, Probate and Estate Planning Section, State Bar of Michigan and The Institute of Continuing Legal Education (2006; recertified 2007-2010)
Publications
- Chapter Author, "Overview of Estate Planning," "Tax Considerations," and "Getting Started," Michigan Estate Planning Handbook, The Institute of Continuing Legal Education (2008, 2009, 2010)
- Co-Editor, "Trust Administration in Michigan," Institute of Continuing Legal Education (2010)
- Lecturer for The Institute of Continuing Legal Education
- Fundamentals of Estate Administration Seminar, "Overview of Taxes and Returns" (February, 2009)
- 19th Annual Drafting Estate Planning Documents Seminar, "A Drafting Perspective on the Michigan Trust Code" (January and February 2010)
- 50th Annual Probate and Estate Planning Institute, "Michigan Trust Code Rules and Forms" (May and June 2010)
- Frequent lecturer to community groups on estate planning
Community Activities and Organizations
- Immanuel Lutheran Church of Grand Ledge, Vice President (2006)
- Boy Scouts of America Troop 645, Grand Ledge, Michigan, Committee Member, Outdoor/Activity Chair (2007-2010)
- Grand Ledge Emergency Assistance Program (GLEAP), General Counsel
Outside Activities
- Michigan Supreme Court Administrative Office
- Forms Committee, Probate Section (2009-2010)
- Time Guidelines Work Group, Probate Section (2009)
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