Mike uses his extensive prior experience as an attorney to help his clients solve complex financial, tax, investment, and other problems. Given this background, much of his work is for other attorneys, as well as for clients with family businesses or special education/special needs issues. Michael is a frequent author and speaker on his topics of expertise. He has been featured in numerous national media publications and has appeared as a guest on nationally syndicated radio shows. He has authored or edited treatises such as Settlement of Estates in Connecticut and Illinois Estate Planning, and articles such as “HEET Wave,” “Design GRATs to Reap Court-Approved Extra Tax Savings,” “Pecuniary Dynastic Offshore Trusts,” and “Financial Reporting for the Family Office.”
Partner at Day Berry & Howard, LLP (now known as Day Pitney, LLP)
Partner at Cummings & Lockwood, LLC
Former Adjunct Professor of Estate and Gift Taxation at Northwestern University School of Law
Former Faculty Member of the National Trust School and National Graduate Trust School of the American Bankers Association
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.