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Carl W.
Dufendach

  • Of Counsel

Drawing on my extensive experience and practical informed knowledge, I help people deal with the personal, legal, tax and financial issues that arise at the intersection of life and death. I’m able to help clients navigate circumstances that are new and often daunting to them because I’ve likely seen and worked through such situations before. I truly care about my clients, their lives, relationships and their future — and that genuine concern motivates me to deliver the best service I can.

The recipient of dozens of honors and recognitions from prominent organizations, including membership in the prestigious American College of Trust and Estate Counsel, Carl Dufendach counsels a wide range of clients on issues involved in estate and trust planning and administration related tax matters. Carl listens closely to his clients, cultivates strong relationships and helps them solve their problems, seize opportunities and reach their objectives. This includes everything from basic estate planning and guardianships to tax-saving trust arrangements, charitable gifts, trusts, foundations and supporting organizations and sophisticated transfer and succession strategies.

  • Works with the owners of all types of closely held businesses to provide for continuation of business into the next generation.
  • Assists fiduciaries of large estates in resolving complex disputes in a tax-wise manner.
  • Provides trust and estate administration services.
  • Works with the owners of all types of closely held businesses to provide for continuation of business into the next generation.
  • Assists fiduciaries of large estates in resolving complex disputes in a tax-wise manner.
  • Provides trust and estate administration services.
  • “Highlights of the 2009 Heckerling Institute,” Lake Michigan Estate Planning Council, Grand Haven, Michigan, February 19, 2009
  • “Highlights of the 2009 Heckerling Institute,” Lake Michigan Estate Planning Council, Grand Haven, Michigan, February 19, 2009
  • Contributing author of Michigan Estate Planning Handbook, Michigan Institute for Continuing Legal Education, 1999-2021
  • Contributing author of Michigan Estate Planning Handbook, Michigan Institute for Continuing Legal Education, 1999-2021

Testimonials

“He’s a calming influence. He’s emollient. If you have a difficult client situation and you want to introduce someone avuncular without being condescending, who seems like the client’s friend without being a therapist, he’s perfect to do that.”

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Carl W.
Dufendach

  • Of Counsel
Grand Rapids

My admin

Drawing on my extensive experience and practical informed knowledge, I help people deal with the personal, legal, tax and financial issues that arise at the intersection of life and death. I’m able to help clients navigate circumstances that are new and often daunting to them because I’ve likely seen and worked through such situations before. I truly care about my clients, their lives, relationships and their future — and that genuine concern motivates me to deliver the best service I can.

The recipient of dozens of honors and recognitions from prominent organizations, including membership in the prestigious American College of Trust and Estate Counsel, Carl Dufendach counsels a wide range of clients on issues involved in estate and trust planning and administration related tax matters. Carl listens closely to his clients, cultivates strong relationships and helps them solve their problems, seize opportunities and reach their objectives. This includes everything from basic estate planning and guardianships to tax-saving trust arrangements, charitable gifts, trusts, foundations and supporting organizations and sophisticated transfer and succession strategies.

  • “Highlights of the 2009 Heckerling Institute,” Lake Michigan Estate Planning Council, Grand Haven, Michigan, February 19, 2009
  • “Highlights of the 2009 Heckerling Institute,” Lake Michigan Estate Planning Council, Grand Haven, Michigan, February 19, 2009
  • Contributing author of Michigan Estate Planning Handbook, Michigan Institute for Continuing Legal Education, 1999-2021
  • Contributing author of Michigan Estate Planning Handbook, Michigan Institute for Continuing Legal Education, 1999-2021

Testimonials

“He’s a calming influence. He’s emollient. If you have a difficult client situation and you want to introduce someone avuncular without being condescending, who seems like the client’s friend without being a therapist, he’s perfect to do that.”