Bar Fellowship
of the American College of Trust and Estate Council (ACTEC) (2013-Present)
• Achieved an AV© peer review rating by Martindale-Hubbell
• Named "Michigan Super Lawyer" by the publishers of Law & Politics Magazine (2010 - Present), Estate Planning & Probate, Estate and Trust Litigation
• Listed in The Best Lawyers in America, Trusts and Estates 2010-2014
• Completed Probate and Estate Planning Certificate Program, Probate and Estate Planning Section, State Bar of Michigan and The Institute of Continuing Legal Education (2006)
Publications and Presentations
• Co-Editor, Trust Administration in Michigan, Institute of Continuing Legal Education (2010, 2012, 2013)
• Article Author, "A Summary of Michigan's New Durable Power of Attorney Law 2012 PA 141 - MCL 700.5501,"Michigan Probate and Estate Planning Journal (2012)
• Article Author, "MTC: New Court Forms and Rules" (2010), Michigan Probate and Estate Planning Journal, State Bar of Michigan
• Chapter Author, "Overview of Estate Planning" and "Getting Started," (2008-2013), and "Tax Considerations" (2008-2010), Michigan Estate Planning Handbook, The Institute of Continuing Legal Education
• Michigan Supreme Court Judicial Conference, Faculty Member, "Financial Issues in Conservatorships that May Involve or Require Review by the Probate Court" (2010)
• "Probate Update on SCAO Forms and Michigan Court Rules," Ingham County Bar Association, Probate and Trust Law Section (2010)
• "Special Needs Trusts," Ingham County Bar Association, Probate and Trust Law Section (2008)"
• Update on the Michigan Trust Code and Highlights of Relevant SCAO Forms and Michigan Court Rules," Greater Lansing Estate Planning Council (2009)
• Michigan Supreme Court Judicial Conference, Faculty Member (2010)
• Lecturer for The Institute of Continuing Legal Education
- 21st Annual Drafting Estate Planning Documents, "Drafting Durable Powers of Attorney 2012" (January and February 2012)
- Administration of Trusts under the Michigan Trust Code, "Trustee's Duty to Inform and Report to Beneficiaries" (October, 2010)
- 50th Annual Probate and Estate Planning Institute, "Michigan Trust Code Rules and Forms" (May and June, 2010)
- 19th Annual Drafting Estate Planning Documents Seminar, "A Drafting Perspective on the Michigan Trust Code" (January and February, 2010)
- Fundamentals of Estate Administration Seminar, "Overview of Taxes and Returns" (February, 2009)
• Upper Michigan Legal Institute, "Probate and Estate Planning Update" (June 2013, June 2014)
Community Activities
• Boy Scouts of America Troop 645, Grand Ledge, Michigan, Committee Member, Outdoor/Activity Chair (2007-2012), Secretary (2012-Present)
• Mission Trip, Dominican Republic (Summer 2011)
• Open Door Ministry, Volunteer (2012)
• Habitat for Humanity Volunteer (2009)
Outside Activities
• Michigan Supreme Court Administrative Office
- Forms Committee, Estates and Trusts Work Group Section (2009-2014)
- TimeGuidelines Work Group, Probate Section (2009)
• Panelist, Estates and Protected Individuals Code Q&A Panel (2010-Present) Member: Ingham County (Member, Probate and Trust Section) and American (Member, Sections on: Real Property, Trust and Estate Law; Taxation) Bar Associations; State Bar of Michigan (Member, Sections on: Probate and Estate Planning; Taxation; Chair, Court Forms and Rules Committee; Member: Charitable Giving/Exempt Organizations Committee; Michigan Trust Code Committee); Michigan Supreme Court Forms Committee (Member, Probate Section); Greater Lansing Estate Planning Council (Board Member, 2007-2010; Secretary, 2008-2009; President, 2009-2010).