Joan Cripe Skrzyniarz
Member
PROMINENT ASSIGNMENTS
Design customized estate plans for married couples, unmarried couples, individuals, and high net worth clients, that achieve client goals including:
- Tax savings strategies and estate tax avoidance
- Probate avoidance
- Educational planning for children
- Planning strategies for special needs children/individuals
- Charitable giving
- Second marriages and blended families
- End of life care and life-sustaining treatment
- Inter-generational wealth transfers
- Real estate, life insurance, and retirement planning strategies
- Religious values, including compliance with Islamic law
Represent personal representatives, trustees, and beneficiaries in probate and trust administration and litigation.
Advise individuals and families about guardianship and conservatorship matters.
Counsel individuals and families about post-mortem tax and estate planning.
REPRESENTATIVE CLIENTS
Individuals, couples and unmarried couplesMulti-generational familiesTrustees and Personal RepresentativesShareholders and Members of closely-held businessesNonprofit corporationsPROFESSIONAL INVOLVEMENT
- State Bar of Michigan - Probate and Estate Planning, Taxation and Litigation Sections, Member
- Oakland County Bar Association, Member
COMMUNITY INVOLVEMENT
- Michigan Senate Committee on Families, Mental Health, and Human Services, Former Committee Clerk
- St. Malachy Church, Sterling Heights, Board Member
- Sterling Heights Community Foundation, Former Board Member
PUBLICATIONS AND PRESENTATIONS
- Speaker, Renaissance Weekend, Kiawah Island, SC Fall 2006
"Charitable Giving and Succession Planning for Families" and
"Estate and Tax Planning for the Here and Now"