T: 248-433-7221
F: 844-670-6009

Education

Oakland University

B.A., Political Science
  • Academic Dean’s List
  • Kaviuk Scholarship recipient

University of Michigan Law School

J.D.
  • Dean’s Scholarship recipient
  • Full tuition scholarship from private company

University of Florida Levin College of Law

LL.M, Taxation
  • Research Assistant to Professor Steven J. Willis

Bar Admission

Michigan

Nicholas J. Monterosso

Associate

Overview

Nick is an experienced, thoughtful estate planner and tax strategist. He revels in the complexity of generational wealth and business transfers. He is gifted in taking that complexity and making it plain for his clients. His background in social work gives him empathy to go hand-in-hand with his expertise in the intricacies of trusts and tax law. He gets to the right solution with the right approach.

Prominent Assignments

Planned and executed sales to defective grantor trusts to maximize discount opportunities

Served as primary tax counsel to trustee of $30M trust including an operating family business

Modeled after-tax proceeds from various options in a sale of a family-owned printing business

Performed charitable contribution analysis for a professional athlete

Drafted complete estate plans for clients whose net worth exceeds $10M

Professional Involvement

  • Chair of Estates & Trusts Committee, Taxation Section, State Bar of Michigan
  • Member, Probate & Estate Planning Section, State Bar of Michigan

Community Involvement

  • Former Strategic Planning and Governance Committee Member, Board of Directors, The Children’s Center of Wayne County

Publications/Presentations

  • Co-authored with Jay Kennedy, Tax Basis Optimization Under the New Estate and Gift Tax Regime, Michigan Tax Lawyer, Volume XLI, Issue 2, Summer/Fall 2015
  • Editor, Harvard Journal of Law and Public Policy, Summer Symposium 2013

Court Admissions

  • Michigan, Oakland County
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Acknowledgements

  • Super Lawyers Rising Star, 2017