Robert Delisi

I am the senior partner and shareholder at the firm, focusing my practice on estate planning and succession planning. I counsel individuals and business owners on various aspects of estate and wealth transfer planning. My experience includes sophisticated tax planning techniques such as dynasty trusts, life insurance trust planning, charitable trust planning, family limited partnerships, and limited liability companies. Additionally, I am well-versed in probate, trust administration, and the formation of private foundations. I have been licensed to practice law in Michigan since 1981.

My transactional experience is extensive, particularly in the areas of commercial and residential real estate and business law.

I am both a CPA and an attorney, with thirty years of experience in public accounting and legal practice. I graduated with honors from Wayne State University in 1973 and practiced public accounting from 1973-1978 with Coopers & Lybrand, a major international firm. I became certified as a CPA in 1976. I attended law school at Wayne State University, graduating cum laude, participating in Law Review, and receiving the Gold Key Certificate for superior achievement during the 1980-1981 academic year. Post-graduation, I have held multiple positions in law firms, including shareholder, Board of Director member, and Chief Financial Officer.

Wayne State University Law School

J.D. (1981)

1981

Mr. Delisi is both a CPA and an attorney with thirty (30) years of experience in both public accounting and legal practice. Robert is an honors graduate from Wayne State University in 1973 and practiced in public accounting from 1973-1978 with Coopers & Lybrand, a major international firm. In 1976 he became certified as a CPA. He attended law school at Wayne State University with cum laude honors together with being on Law Review and awarded the Gold Key Certificate for superior achievement during the 1980-1981 academic year. Post graduate, Mr. Delisi has had multiple law firm experiences including shareholdership, Board of Director member and Chief Financial Officer.

Activities: Wayne State Law Review

Wayne State University

B.S. (1973) | Accounting

Senior Partner and Shareholder

DELISI & ASSOCIATES

1992 - Current

Certified Public Accountant

National Association of State Board of Accountancy

FIVE STAR Wealth Managers SM

FIVE STAR Wealth Managers SM

Robert D. Delisi was recognized as one of Detroit 2013 Five Star Wealth Managers as a result of a survey completed by HOUR Detroit magazine, DBusiness magazine and Five Star Professional. A listing of 2013 Five Star Wealth Managers appears in the June edition of HOUR Detroit magazine. This is the FOURTH year that Mr. Delisi has been named to the list of Five Star Wealth Managers.

Michigan State Bar  # 33184

Member

Current

Michigan

Oakland County

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