Trust administration, including coordinating services with insurance providers and financial institutions.
Draft estate planning documents to facilitate inter-generational wealth transfers, including transfers of business interests, securities, real estate and art.
Assist clients to implement tax-savings strategies.
Assist businesses and individuals with tax appeals.
Assist nonprofit clients with tax and regulatory compliance, donor agreements, and other matters.
Assist businesses with employee benefit compliance and issues.
Involved in initial stage of energy project development, including drafting comments on proposed federal regulations.
Participated in all aspects of environmental litigation regarding historical contamination, including factual and legal research and drafting motions, facilitation summary, and arbitration brief. Assisted at arbitration hearing.
Prepared brief arguing against Michigan jurisdiction and attended evidentiary hearing where court found no jurisdiction and out-of-state defendant was relieved from defending action in Michigan.