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Areas of Practice Emphasis Estate Planning & Trusts Estate & Gift Taxation Taxation Nonprofit Organizations Representative Clients Individuals, couples, and families seeking to optimize their tax and personal planning Owners & managers of family businesses Executives of publicly-traded companies Unmarried couples Private & Public Charities Corporate, professional and individual fiduciaries Prominent Assignments Advising individuals and families about inter-generational wealth transfers including transfers of business interests, securities, real estate, and art Advising individuals and families about tax-saving strategies, including family limited partnerships, qualified personal residence trusts, grantor retained annuity trusts, and sales involving grantor trusts Advising individuals and professional fiduciaries in connection with tax matters and probate and trust administration Advising donors about charitable giving strategies, including creating and operating public and private foundations, supporting organizations, and charitable trusts Advising nonprofit and charitable organizations about tax and regulatory compliance and effective operation Education J.D., University of Michigan, 1977 B.A. (with honors), University of Michigan, 1970 Admitted to Practice Michigan, 1978 Professional and Community Involvement Fellow, American College of Trust and Estate Counsel Former Chair, Probate and Estate Planning Council, Probate and Estate Planning Section, State Bar of Michigan, 2003-2004 Member, State Bar of Michigan, Sections of Taxation and Probate and Estate Planning Member, American Bar Association, Section of Real Property, Probate and Trust Law Member, Probate and Estate Planning Advisory Board, Institute of Continuing Legal Education, Ann Arbor, Michigan Member, Legal & Financial Network, Community Foundation for Southeast Michigan Secretary-Treasurer, Detroit Club Preservation Foundation Education Chair, Visiting Committee for European Sculpture and Decorative Arts, Detroit Institute of Arts Development and Grants Committees, The Hope Fund, a component fund of The Community Foundation for Southeast Michigan Financial & Estate Planning Council of Metropolitan Detroit Publications and Presentations Lexis Publishing, Michigan Estate Planning, Will Drafting and Estate Administration Forms and Practice (2-volume treatise), 1992 Events and Seminars Henry M. Grix to Address ICLE Seminar "Planning Techniques for the Taxable Estate", December 11, 2007 Acknowledgments Listed in Best Lawyers in America 2007-2008 Top 100 Michigan Super Lawyers 2007.
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