FINANCIAL AND ESTATE PLANNING COUNCIL OF METRO DETROIT, INC.

THE FEPCMD ACKNOWLEDGES AND THANKS OUR 2023 SPONSORS!

 

BDO delivers assurance, tax, and financial advisory services to clients throughout the country and around the globe. We offer numerous  industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs.  BDO’s Core Purpose is helping people thrive, every day. It is, fundamentally, why we exist as a firm, and it applies as much to our clients as it does to our employees. Exceptional client service at BDO begins with exceptional people committed to exceptional endeavors. At BDO, we believe that our business, at its core, isn’t about clients won or dollars accounted for. It’s about helping people. It’s about creating a better culture for our employees, in and out of the office. It’s about giving back to our communities, and doing our part to preserve the environment. As one of the world’s largest accounting and advisory networks, BDO helps a diverse range of clients with a diverse range of needs. Our professionals are drawn from a variety of multidisciplinary backgrounds, allowing us to deliver insightful, innovative solutions – no matter the challenge, no matter the need.

 

Since its founding in 1926, the attorneys of Berry Moorman have provided a full range of estate planning services to provide for clients’ wishes, protect their families, and minimize tax consequences. Services include the preparation of wills, revocable and irrevocable trusts, generation-skipping trusts (dynasty trusts) and charitable trusts. Berry Moorman attorneys also provide advice on charitable and family gifting and custom-design programs for the transfer and protection of assets. Estate plans are designed to fit the specific circumstances of each client, including protecting retirement plan assets and planning for the transition of closely held businesses to the next generation. Berry Moorman attorneys also provide family law services, including divorce, child custody matters, and pre and post nuptial agreements.  

 

 Founded in 1854, Butzel Long has played a prominent role in the development and growth of several major industries.  Business leaders have turned to us for innovative, highly-effective legal counsel for over 165 years.  We represent individuals, fiduciaries and families in estate planning, probate and trust administration and gift and estate tax planning.

 

CIBC Private Wealth ensures that each advisor team includes professionals with deep and broad expertise in meeting clients’ wealth management needs.  Our teams work together and employ our creativity, understanding, experience and expertise to build the right wealth management solutions for clients.  This includes cohesive wealth planning and trustee services.  We commit to act in our clients’ best interests, with a goal of providing the highest-quality client experience in the industry.

 

Clayton & McKervey is a full-service CPA firm helping middle-market entrepreneurial companies compete in the global marketplace.The firm is headquartered in metro Detroit and services clients throughout the world. The closely held businesses and owners we serve represent the manufacturing, distribution, industrial automation and professional service industries.Our suite of services include tax, accounting, consulting, and wealth transfer strategies for entities, individuals and families.To learn more, visit claytonmckervey.com.

 

Couzens Lansky, a law firm located in Farmington Hills, Michigan, is dedicated to providing solutions for all the legal needs of its clients, including the full range of trust, estate and charitable planning, taxation, probate and trust administration, and any related litigation or dispute resolution. Estate planning documents include wills, living trusts, funding forms, asset protection arrangements, and irrevocable trusts involving life insurance, generation skipping, charitable transfers, and family gifting. All planning is custom-designed to meet the unique circumstances of each client, including protecting assets, transferring closely held businesses, gifting to charity, minimizing taxes, and facilitating estate administration. Couzens Lansky attorneys routinely involve a client's other professional advisors in the planning process. Couzens Lansky also provides real estate law, business and corporate law, employment and labor law, construction law, litigation, and banking and finance services. To learn more, call us at 248.489.8600 or visit www.couzens.com.

 

 

 

 

 

Effective estate planning can eliminate uncertainties for individuals, families, and nonprofit organizations, giving them peace of mind as they seek to retain, administer, and transfer their wealth and values. As a full-service law firm with 18 offices and nearly 500 lawyers across North America, Dickinson Wright has a nationally-renowned team of lawyers that seamlessly assists clients with tax and estate planning, trust administration, and business succession preparation. Understanding the often difficult and delicate nature of these matters, our team approaches each case holistically, resolving disputes over complex and factual concerns while achieving results that meet our clients’ specific needs.

 

 Founded in 1932, Doeren Mayhew is a leading group of CPAs and trusted advisors who go beyond traditional accounting to help mid-sized businesses grow and prosper. The firm’s Florida, Michigan, North Carolina, Texas and European CPAs serve industries such as manufacturing, construction, non-profit, financial institutions, dental, retail/restaurant and wholesale/distribution with a full range of accounting, audit, tax, merger and acquisition, litigation support, valuation and business advisory services. Combining a deeply rooted history with a progressive mindset, the firm offers insight into the business, oversight to ensure best practices and foresight for what’s ahead. Please visit www.doeren.com for more information.

 

Dykema’s Estate & Tax Planning and Administration Practice Group attorneys pride themselves on their responsiveness and willingness to embrace new ideas with outside-the-box thinking. We do not adopt “faddish” planning just because others are doing it. Rather, we are extremely sophisticated in employing the latest techniques to reduce our clients’ tax burden while at the same time achieving their goals. We have an “organic” philosophy in that we take advantage of our clients’ lifestyles and the facts they present (businesses, portfolios, etc.) and rearrange them so that our clients can continue living their lives without disruptions due to estate and tax planning strategies.

 

 

 

 

 

 

Located in Troy, Michigan, Gordon Advisors, P.C., is one of Southeast Michigan’s leading public accounting and business consulting firms. For over 60 years, Gordon Advisors, P.C., has been respected and recognized for our expertise, dedication, and commitment to providing exceptional service to our clients.  Our firm prides itself on the extensive involvement of our shareholders and senior management throughout the performance of the services we provide to our clients. We provide efficient, cost-effective service by selecting team members with appropriate skills and experience to handle needs. At Gordon Advisors, P.C., we assist clients in developing strategies to meet their personal and financial planning objectives by providing tools they need to really add value to the businesses they own and manage.

 

Greenleaf Trust is a privately held wealth management firm with specialized disciplines in asset management, trust administration, qualified retirement plan administration, and family office advisory services. With assets in excess of  $14 billion in assets under advisement, we are among the nation’s largest independently owned wealth management firms; by virtue of our exemplary, client-first culture and depth of actionable expertise, we are also among the best. Our business model is predicated solely on our clients’ financial success. Client-aligned and talent-driven, we adhere to the highest standards of fiduciary excellence, while harnessing the most robust technologies, sophisticated investment platforms and comprehensive reporting tools. In 2020, we celebrated twenty-two consecutive years of mid-double digit growth while maintaining an outstandingly high level of client retention.

 

Hindman Auctions is recognized internationally as a leading fine art auction house. With an unyielding focus on client service, Hindman offers holistic solutions for clients and fiduciaries. Hindman operates more salesrooms in the United States than any other firm and conducts over 100 auctions annually in categories such as fine jewelry, fine art, modern design, books and manuscripts, furniture, decorative arts, couture, Asian works of art, arts of the American West, and numismatics, as well as special focus subjects as the need arises.  Don't hesitate to contact Pamela Iacobelli, Michigan Business Development Director, 313-774-0900.

 

The Huntington Private Bank is focused on one purpose: making life better for our clients, helping their businesses thrive and empowering them to strengthen their communities. Clients look to us for guidance and support throughout their lives and to help them navigate financial decisions, both big and small. We’re one of the few private banks that provides clients with their own local team of financial experts who work together to deliver meaningful insights and advice. We provide personalized services ranging from banking and lending services to wealth management, trust administration, legacy planning and insurance. We’re also one of the only private banks that automatically welcomes C-suite executives and business owners to join the Huntington Private Bank. And unlike most other private banks, we’re focused on serving anyone with the potential for $1 million or more in banking or investment needs. Visit Huntington.com/PrivateBank to learn more.

 

 

 

 

Aaron Sherbin leads the Estate & Wealth Planning practice group while also working closely with their Mergers & Acquisitions and Tax practice groups. He specializes in estate plan design, trust and estate administration, wealth preservation and transfer, and strategic business planning services for closely-held companies and family businesses. Aaron also serves as a transactional attorney.

Effective 12-31-22, Jaffe Raitt Heuer & Weiss, a Detroit-area firm with more than 120 attorneys representing over 25 practice areas, joined Taft.  The combination of Jaffe and Taft will offer greater benefits to their cients, bringing together two firms that value a client-first approach, commitment to culture, and collaborative mindset.  Founded 54 years ago in 1968, Jaffe has established itself as one of the most respected full-service law firms in Michigan - representating public and private clients throughout the Midwest and United States, and internationally, with a Midwestern rate structure.  This expansion not only welcomes nwe talent and resources to both firms, but it also creates a stronger overall presence across markets and further strengthens Taft's position as the modern law firm.

 

The group of individuals that work at the Kercheval Financial Group of Wells Fargo Advisors are a wealth

management team who focus on providing advanced, holistic wealth management strategies to

primarily high net worth and ultra-high net worth families and foundations. Every relationship is managed through a team based family office approach.  Advanced planning requires a collaborative effort. The Kercheval Financial Group works with their client’s most trusted advisors in order to provide sound and effective advice. The team specializes in full discretion asset management, advisory investment management, and also provides brokerage services as appropriate. Furthermore, through our Wells Fargo affiliates, clients have access to trust services, lending and banking products and services, including: securities-based financing, residential mortgages, home equity financing, business financing and credit cards.*

Andrew Camden, Managing Director-Investments             Mark Wojtas, Managing Director-Investments

Eric Machus, Managing Director-Investments                    Blake Ellis, Managing Director-Investments

Noah Robinson, Financial Advisor                                      Rob Robinson, Client Associate

Maureen Tarquinio, Sr Registered Client Associate            Ariana Dickerson, Sr Client Associate

Mary Cox, Sr Registered Client Associate

*Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

Investment and Insurance Products are:

· Not Insured by the FDIC or Any Federal Government Agency

· Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

· Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a Registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

 

At Lifetime Financial Growth we take pride in delivering cutting edge strategies.  We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future.

The focus of Lifetime Financial Growth centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, Lifetime Financial Growth envisions and enhances our clients’ goals through purposed macro-management, informed fiscal education, and experienced asset servicing solutions.

Our commitment to the community is to accomplish all of our objectives while serving as a good citizen within the community through our charitable endeavors and by our leadership.

 

  We are, first and foremost, an advocate for the employers with which we work and the well-being of their employees.  LoVasco is committed to helping HR teams, plan sponsors, and executive teams offer benefit and retirement programs that foster positive company culture, increase engagement, and promote the health and financial wellness of their employees and executives.  After over 60 years of experience in the industry, we know that successful, growing companies are built by happy, healthy, worry-free employees. Our team of independent consultants couples years of industry expertise and time-tested strategies with an entrepreneurial, service-focused approach to each emplyer's unique goals and company culture.  For us, it is not enough just to provide a service.  We become part of your team, champion your success, and take care of the people you care about.

 

Maddin, Hauser, Roth & Heller, P.C. is a multi-specialty law firm serving individuals, businesses and governmental entities. The firm's estate planning and probate practice group has extensive experience in providing lifetime and post-mortem estate, financial, and tax planning, as well as probate and trust administration services.  Members of the practice group are able to provide a full range of services in connection with the accumulation, preservation, and transfer of assets to families and other beneficiaries.  Typical matters in which the firm is asked to help include the following:

• Business Succession Planning
• Charitable Planning and Foundations
• Elder Law
• Estate Planning and Probate
• Estate and Trust Litigation
• Fiduciary Advice

Our firm's other core practice areas include:

• Real Estate
• Financial Services
• Insurance Defense and Coverage
• Employment, Employee Benefits, and Workforce Management
• Corporate and Tax
• Bankruptcy and Restructuring
• Complex Litigation

At Maddin Hauser, our clients expect a high level of performance from us, and we expect the same from one another.  Our attorneys and support staff apply an abundance of energy, skill, and enthusiasm to every task.  We listen, we respond with clear and thoughtful communication, and we help our clients persevere through every challenge. Our approach means we alsays strive to out-perform your expectations.

 

 At MassMutual Great Lakes, we believe every individual, small business owner and corporation deserves the right to a comprehensive financial services and strategies designed to create stability. Our commitment is to develop meaningful relationships that reshape the financial wellbeing and success, for both individuals and institutions, in the communities we serve. Visit us at greatlakes.massmutual.com.

Securities, Investment advisory and financial planning services offered through qualified representatives of MML Investors Services, LLC, Member SIPC. Supervisory Office: 3000 Town Center, Suite 3100, Southfield, MI 48075-1102. Phone: (248) 357-7600.

CRN202412-1414009

 

 

Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses. It is recognized for its innovative technology, service excellence and depth of expertise and ranks among the top 10 U.S. wealth managers, with $276.7 billion in assets under management as of March 31, 2020. The Northern Trust Company is an Equal Housing Lender.  Member FDIC.

Anthony Costanzo, Wealth Strategist, Northern Trust Wealth Management Eastern Michigan

 

 

Jim Smallegan is a Wealth Management Advisor who is affiliated with Northwestern Mutual. Jim helps clients with comprehensive financial planning. Over the past 20 years this has included working with and coaching business owners. Recognizing each for their individual stories, thoughtfully thinking through and documenting their dreams, goals and objectives. Working with clients he develops financial plans that guide clients through a customize approach to reaching their goals and objectives. Experience and resources are presented in an exacting blend which can include; Wealth Management, Life insurance planning, disability insurance planning, Long term Care Insurance planning, Retirement Planning, Retirement accumulation strategies, Retirement distribution strategies, Estate planning strategies, Business Succession Planning, Key person planning, and Employee benefits planning. Goals and dreams are the central focus of the decisions and structure for the financial plan that is customized for each client.

Northwestern Mutual is a premier national financial services leader. Northwestern Mutual has been helping families and businesses achieve financial security for 160 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident so they can live life differently. Northwestern Mutual Investment Services is the fifth largest independent broker dealer in the country as of 2019 (investment news).

 

With roots in one of the nation’s largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management is a leading provider of investment advisory, trust, tax, and insurance services. Established more than 40 years ago, PMWM has 250+ wealth management professionals specializing in investments, estate planning, business transition, strategic philanthropy, trust, insurance, and personal tax. Our practice delivers a holistic range of innovative solutions and strategies that are tailored to clients’ needs and objectives — from business challenges to personal finance and family goals. With our collaborative, client-centric focus, working with us is like having your own personal CFO to help navigate the complexity of wealth management and achieve financial success.

 

Pugh Moak P.C. is a third generation estate planning law firm focusing on making estate planning document understandable and efficient.  Our services include estate planning, special needs planning, small business planning, probate and trust administration.  https://www.pughmoak.com/

 

 

 Established in 1913, Plunkett Cooney is home to approximately 140 attorneys in seven Michigan cities, Chicago, Indianapolis and Columbus, Ohio. Our attorneys advise their clients in a range of areas, including business formations and licensing, contract law, mergers and acquisitions, estate planning and probate litigation, franchise law, government relations, real estate, regulatory law, employment law and a host of other areas key to the success of any business.

 

 

Rehmann’s Estate and Trust Advisory services team brings an encompassing approach to financial planning and management, marshaling the combined strength of our tax, financial and legal professionals with the goal of providing confidence and financial health for generations to come. Our collective skills and commitment to client service help distinguish Rehmann as one of the Midwest’s prominent wealth advisory firms.

A fully integrated financial services and advisory firm with offices in Florida, Michigan and Ohio, Rehmann is one of the top 50 largest firms in the U.S. We provide a broad suite of services ranging from accounting and assurance, comprehensive technology, accounting and human resource solutions, specialized consulting and wealth management. As a member of Nexia International, a leading worldwide network of accounting firms, we can help our clients do business around the globe.

 

 The Schluter & Hughes Law Firm, PLLC is a multi-faceted probate and estate planning boutique law firm that understands life is a journey that needs a village to support it. Our team of professionals have come together with an intentional and common purpose – helping individuals and families architect experience at every intersection of their lives. Our dedicated professionals, in the areas of Estate Planning, Elder Law, Probate, Estate & Trust Administration, Care Coordination, and Fiduciary Tax & Accounting, are ready to help. We recognize everyone has a unique set of circumstances. This is why we are set up as a boutique style firm, offering customized service with a coordinated effort for our clients. To learn more, visit our website www.schluterhugheslaw.com

 

 Varnum is a full-service law firm with a roster of experienced and creative estate planning professionals across Michigan and Florida.  Our Southeast Michigan attorneys include Tom, Bergh, Kathleen Cieslik, Robert Kass, David Thoms and Rebecca Wrock.  We work in close coordination with other members of our estate planning team in additional locations across Michigan and Florida, providing a rich reservoir of talent and experience.

In addition to traditional estate planning and drafting, our clients and friends have access to creative charitable and tax solutions, as well as resources for preserving closely-held business interests and legacy properties such as lakefront cottages, including the efficient transition of interests to new generational owners.  We have a large and experienced tax planning and controversy practice, featuring several former IRS trial attorneys and others with unique credentials, who handle contested matters both administratively and in court. Our tax team has extensive experience with regard to transfer tax issues in addition to traditional civil and criminal income tax disputes.

We look forward to continuing our collaborative work with other professionals. Please feel free to contact any member of the team directly.

 

 

As one of the largest and most successful law firms in Michigan, Warner Norcross + Judd LLP has the expertise to handle your business and legal matters, whether simple or complex, from start to finish. The firm’s diverse team of trusts and estates attorneys provides individuals, couples, fiduciaries, family-owned businesses, high net-worth individuals and their related family offices with an array of sophisticated trust, estate and succession planning services. With respect to tax planning, Warner counsels individuals and businesses in all aspects of federal, state and local taxation, including estate, gift, generation-skipping and income taxes, whether applicable to individuals, entities or fiduciaries. With over 230 attorneys working in 14 industry groups and 26 specialized practice areas, Warner meets the legal needs of clients operating throughout North America and around the world.