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 clients with family businesses, special education/special needs issues, and complex estate planning structures. 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.”

Previous Experience

  • 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

Education & Credentials

  • JD, The University of Chicago – The Law School
  • Indiana University: BS, Biology (highest honors), Geology (high honors), BA, Chemistry (highest honors)

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