Private Wealth Law - Michigan
What the Team is Known For
Bodman's team advises high net worth individuals and families on the full range of trust and estate matters, including business planning and succession issues. It is also highly adept at dealing with transactions relating to rare personal property.
Strengths
"Bodman is a great strategic partner that we rely on to help us with simple and complex legal matters."
"They have a deep bench and senior-level talent that remains very involved in all matters."
Notable Practitioners
Andrew Curoe has particular experience advising closely held business owners on estate, tax and business structuring issues. Multiple sources praise his impressive client service. "Andrew can take complex matters and explain it in easy-to-understand terms so clients are comfortable and understand concepts."
David Larsen advises on a wide range of private client matters. Sources praise his business acumen, which complements his significant legal expertise in the area. "David is an excellent lawyer. He provides great insight and clarity in legal matters and is extremely effective." "He is brilliant at working with difficult family dynamics. He brings in super thoughtful advice and can handle bringing people together even with different views. That is something I admire about him." "What David Larsen does better than anyone is tying in business planning with personal planning. He can tie corporate governance structures with business succession planning, and he is great at that."
Anthony Cracchiolo advises high net worth clients on a range of wealth transfer issues, including business succession, trusts and charitable planning. He also handles estate and gift tax matters. "Anthony is an excellent lawyer. He is impressively knowledgeable and works very effectively."
Kelly Burnell has particular experience advising closely held business owners on a range of matters. "Kelly knows our family well, understands the dynamics and personalises her approach." "Kelly is very proactive and has the highest level of service from a client touchpoint perspective, and is responsive as well."
Marguerite Lentz has a wealth of experience advising clients on issues involving trusts, estates and probate. "Marguerite is very detail-oriented."
