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Professional Advisors
It is important to deal with a legal professional who has an expertise in helping individuals with special needs. These professionals can establish the appropriate trusts to meet your family’s unique needs. Your attorney’s knowledge of methods of obtaining additional benefits, state-specific requirements and special needs law updates are all critical to the planning process.
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Tim Dugan
Denewith, Dugan & Parfitt
1175 West Long Lake Rd.,
Suite 200
Troy, MI 48098
248-290-0400 Voice
248-290-0415 Fax
tdugan@ddp-law.com
Jon P. Everly, PC
Apap & Everly, PLLC
30700 Telegraph Road,
Suite 3475
Bingham Farms, MI 48025
248-644-7500 Voice
jpeverly@everlylaw.com
Debra Grace
Dickinson Wright PLLC
2600 W. Big Beaver,
Suite 300
Troy, MI 48084
48303-0509
248-433-7217 Voice
248-433-7274 Fax dgrace@dickinson-wright.com
Christopher Kelly
Comerica Bank V.P.
Charitable Service Group
P.O. Box 75000
Mail Code: MC9413
Detroit, MI 48275
734-930-2409 Voice
734-930-2420 Fax christopher.l.kelly@comerica.com
James Lampertius
James P. Lampertius & Assoc. PLC
31731 Northwestern Hwy.,
Suite 170
Farmington Hills, MI 48334
248-538-5480 Voice
248-538-5481 Fax jameslampertius@msn.com
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Steven F. Milbeck, JD
The Private Bank Managing Director & Senior Trust Officer
38505 Woodward Ave.,
Suite 1300
Bloomfield Hills, MI 48304
248-644-2301 Voice
248-644-7107 Fax
steve.milbeck@privatebank.com
Robert A. Moore, CFA
Senior Vice President
Investment & Trust Planning Advisor
U.S. Trust, Bank of America Private Wealth Management
Merrill Lynch, Pierce, Fenner and Smith, Inc.
2600 West Big Beaver Road,
MI8-900-02-90
Troy, MI
48084
248-631-0562 Voice
248-417-1177 Cell
804-262-9015 Fax robert.a.moore@ustrust.com
Denise M. Oughton
Vice President
Trust Officer
U.S. Trust, Bank of America Private Wealth Management
2600 West Big Beaver Road,
MI8-900-01-50
Troy, MI 48084
248-631-0577 Voice
248-631-0416 Fax denise.oughton@ustrust.com
Tom Payne
Chairperson
AP Planned Giving Committee Payne, Payne, Broder & Fosse, PC
32100 Telegraph Road,
Suite 200
Bingham Farms, MI 48025
248-642-7733 Voice
248-642-7557
Fax
treed@vlpb.com
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Minoti H. Rajput
Secure Planning Strategies
40 Oak Hollow,
Suite 315
Southfield, MI 48033
248-827-2580 Voice
mrajput@rajputsps.com
Duke Scrafano
Scrafano & Associates
2155 Butterfield,
Suite 102 S
Birmingham, MI 48084-3401
248-530-1300 Voice
248-530-1305 Fax
duke@scrafano.com
Mary T. Schmitt Smith
Theresa Law Center, PC
800 West Long Lake Rd,
Suite 220
Bloomfield Hills, MI 48302
248-282-7700 Voice
248-282-7707 Fax
www.theresalaw.com contact@theresalaw.com
Peter Treboldi
Doeren Mayhew Co, PC
755 West Big Beaver,
Suite 2300
Troy, MI 48084
248-244-3006 Voice
248-709-1275 Cell
248-244-3010 Fax
treboldi@doeren.com
John Williamson
Cranbrook Insurance Agency
43636 Woodward,
Suite 200
Bloomfield Hills, MI 48302
248-335-0000 Voice
jwilliamson@cranbrookinsurance.com |
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