Estate Planning Focus – Summer 2017
Education and Commendations
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Education
- Sean Cook hosted a radio spot called “Legal Issues that Arise with Business Succession Planning” on WJR Radio
- Daniel Borst presented “Estate Planning Nuts and Bolts” for the Grand Rapids Community Foundation's series on Estate Planning and Charitable Giving
- David Skidmore presented “Anatomy of a Lawsuit: Practice and Procedure in Probate Litigation” at the Institute of Continuing Legal Education’s 57th Annual Probate and Estate
- Planning Institute
- Jennifer Remondino and Daniel Brick presented “In Trust, or Not in Trust: An Overview on When Trusts Should Hold Retirement Assets” at the Michigan Bankers Association
- David Klippert presented “The Basics of Estate Planning” at the Academy of Dental CPAs Summer Conference
- Jay Kennedy presented “Distributions of S-Corporations”
- at the Tax Professionals & the IRS: Successfully Working Together Conference
- Mark Harder presented “Selecting the Right Trustee: Know Your Options” at the Family Exchange Trustees and Beneficiaries Workshop, and authored and presented a ten part webinar series titled “Bank Director Training for Trusts and Estates” for the Michigan Bankers Association
- Gregory Demers presented “Planning for Life” workshop at the Mackinac Center for Public Policy
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Commendations
- Jennifer Remondino has been elected as a Fellow to the American College of Trust and Estate Counsel and as the Chair of the Warner Norcross Trust & Estates Practice Group
- Susie Meyers has been elected to the Warner Norcross Management Committee
- Daniel Borst was elected as Partner of Warner Norcross in 2017
- Laura Jeltema joined the Trusts and Estates Practice Group of Warner Norcross in May 2017