All Posts By

Michael Delgass, J.D.

mental health trustee

Navigating Mental Health Issues When Serving as Trustee

By Guides & Whitepapers
A Conversation with an Experienced Estate Attorney and Trustee At Wealthspire Advisors, there are several senior advisors who also serve as trustee for their clients. Mike Delgass is one such advisor. Mike is a Managing Director and has been with the firm since 2005. Before Wealthspire, Mike practiced as a trusts and estates attorney and was a partner at two nationally recognized law firms. Mike draws from his extensive legal experience not only to help his clients navigate complex tax planning, but also in his role as personal trustee for some of the families with whom he works. Though there…
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planning partners law

Planning Challenges for Rising Partners at Top Law Firms

By Blog
Attorneys at the largest, most selective law firms work in a rarefied space. They serve leading companies, advise top officials, and walk hallowed hallways alongside the nation’s elite. And a select few may eventually become partners – both a professional and financial triumph that promises status and other rewards. Years of creating complex financial plans for legal professionals has highlighted that the transition to partner can be financially difficult. While making partner can seem to be the key to financial success, in the short-term many new partners are not prepared for the transition to partner – grabbing the golden key…
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Special Needs Planning & Special Education Planning

By Blog
An Introduction It’s hard to believe that the beginning of a new school year will soon be upon us. However, those of us with children who receive special education services may look upon it with more dread than anticipation. For some, the school year evokes thoughts of PPTs and due process complaints, not back-to-school shopping. The personal aspects of advice around special needs and education — the constant feeling that you must fight tooth and nail to protect your child — combine with my professional role as an advisor to parents in a similar position, moving me to do more…
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