Michael is a leader on the firm’s estate & trusts planning team. He assists with firm education and consulting on estate planning, with a focus on complex generational wealth planning strategy. He also leads a group that consults on structural transactions and information issues with revocable and irrevocable trusts. Michael’s team also focuses on the implementation and creation of gifting strategies with “dynasty trusts,” which are structured to focus on both children and grandchildren.

The estate planning & trust group produces the “DHG Estate Plan Playbook,” which Michael is heavily involved in both writing and reviewing. The playbook provides analysis on current and future estate tax exposure issues, helps clients gain a clear understanding of current trust documents and offers specific action-step recommendations.

Michael remains a leading partner in the non-profit tax arena, providing unique support for charitable organization tax issues. He works directly with families and business owners to provide guidance on relevant tax regulations that pertain to business and family wealth transfer, helping incorporate charitable aspirations into their plans.