Brandon is passionate about helping individuals, families, and business owners achieve peace of mind by developing and implementing creative cost effective plans tailored for each client. He aims to be his clients' attorney for life, helping to develop strategies that minimize risk, maximize returns on investment, and create legacies that last for generations to come.
Brandon received his undergraduate degree with honors from Michigan State University in History with a concentration in Mandarin Chinese, and his JD from Case Western Reserve University School of Law in 2011. While at Case, he focused his studies on Federal income, estate, gift, and generation skipping taxation.
As part of the estate planning process, he prepares documents for clients and works to educate them on the importance of titling assets to ensure their estate planning documents work the way they intend. Brandon's goal is to make this process as accessible, efficient and streamlined as possible so that individuals are more motivated to develop and complete their plan, and families do not have to deal with the fallout from a lack of planning.
In addition to estate planning, Brandon has extensive experience in elder law, including planning for long term care and Medicaid, and in disability rights and planning for individuals with special needs. Brandon also represents families and elderly individuals in guardianship and conservatorship matters.
Brandon is actively involved in the Estate Planning and Probate Section of the State Bar of Michigan, where he serves on the ad hoc committee for the proposed Community Property Trust Act, and the Elder Law and Disability Rights Section of the State Bar of Michigan. Brandon holds a certificate in Estate Planning from the Institute of Continuing Legal Education. Brandon often gives presentations and writes articles on estate planning and elder law topics, and is a member the Estate Planning Council of the Grand Traverse Area.