Top best Estate Planning Lawyers Near me in ZIP 48439

Peter is licensed to practice law in Michigan and has been admitted to the U.S. Tax Court.  He graduated, magna cum laude and in the top of his class, from W.M.U. Cooley Law School with a J.D. in Transactional Law.    He also received the Distinguished Student Award in the term he graduated.  In 2020, he completed a LL.M. (Masters of Law) in Tax Law there too.. He has a few scholarly papers that have been published: one on tax (Comment on Limitations Periods and Return-Preparer Fraud, 36 W. Mich. U. T.M. Cooley L. Rev. 95) and one on real property (Comment on Golf-course Greens Fees: License fees or land income?, 34 W. Mich. U. T.M. Cooley L. Rev. 159).. Previously, Peter received a M.B.A. in Business Management from Eastern Michigan University, and he received a Graduate Degree in Banking from the University of Wisconsin, Madison.  And, following in a family tradition, he also graduated from the University of Michigan, Ann Arbor, with two B.A.s:  English Literature and Medieval History.. In his first career, he was a banker.  For over twenty years, he worked in banks and credit unions in Michigan and Indiana.  During this time, he worked in nearly every area within a financial institution (from a teller to an executive and everything in between).  From this career experience, Peter has learned how to listen to clients and hear their needs, to create a custom plan to resolve their issues, and to implement plans effectively.

I focus on personalized estate planning for families and individuals, and helping small businesses set the right foundations to best protect their businesses and scale for growth. I bring a high touch, relationship-based approach to create tailored estate and business plans for my clients, and I'm excited and grateful to be able to deploy that approach in serving the community that helped raise me.. At Gault Davison, we strive to be humans first, and lawyers second. My aim is to work together to create a plan that's tailored to your values, and customized to provide and protect for your loved ones no matter the situation. If you don't have an estate plan, or you have questions about your business (or starting a new one!) please contact me to schedule a complimentary meeting to discuss your goals.. When I'm not helping my clients, I can be found enjoying time with my wife and daughter, out on the roads of Genesee County (be it running or cycling), or mentoring young professionals and college students.

I am a partner with Waun & Parillo, PLLC in Grand Blanc, Michigan, and devote my practice to wide-ranging matters involving business law and estate planning.In the business arena, I have extensive experience representing clients across a broad array of issues, including formation of business entities; real property acquisition, divestiture, and leasing; purchase and sale of businesses, succession planning; commercial contracts and transactions; and for-profit and non-profit corporate issues. I also provide comprehensive and highly personalized estate planning counsel to individuals and families regarding wills and trusts, gift and estate tax planning, probate and trust administration. I am especially adept at helping affluent families navigate their unique planning challenges, and take a team approach to fully addressing clients’ interests and needs, collaborating with financial advisors, certified public accountants, and insurance professionals. On various occasions, I have obtained favorable IRS Private Letter Rulings for clients with challenging taxation issues and disputes.I frequently lecture on estate planning issues and have presented to and on behalf of banks, insurance companies, and financial advisors, and investment firms.

Bob Mannor is one of 20 Michigan Attorneys who are Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation, the only American Bar Association approved certification for Elder Law.  Bob practices in the areas of Long Term Care Planning, Elder Law, Medicaid Planning, Estate Planning, Asset Protection, Special Needs Planning and Veteran's Benefits Planning. Bob is on the Executive Board for the State Bar of Michigan Elder Law and Disability Rights Section and he is Past  President of the National Academy of Elder Law Attorneys Michigan Chapter.  Bob has been published in the Michigan Bar Journal and  is a frequent speaker on senior legal issues for community groups and organizations and for other professionals.

Experienced Estate Planning attorney serving clients in Romeo and surrounding areas.

Experienced Estate Planning attorney serving clients in Romeo and surrounding areas.

Experienced Estate Planning attorney serving clients in Romeo and surrounding areas.

Experienced Estate Planning attorney serving clients in Romeo and surrounding areas.

Experienced Estate Planning attorney serving clients in Romeo and surrounding areas.

Experienced Estate Planning attorney serving clients in Romeo and surrounding areas.