Michael is a director in Baker Tilly’s private wealth practice. He has a diverse background working with high-net-worth individuals spanning over a decade.
Before joining Baker Tilly, Michael worked in wealth management as a senior wealth planning strategist at a top bank. Before that, Michael practiced law in the Dallas office of an international law firm and a boutique estate planning firm in Las Vegas.
Michael has extensive experience with developing estate and wealth transfer plans and reviewing and drafting legal documents. Michael also has experience in representing beneficiaries and fiduciaries in trust and estate litigation.
Prior to becoming an attorney, Michael worked for over a decade in bank operations and lending.
- Designs and implements comprehensive estate and wealth transfer plans for high-net-worth clients
- Provides detailed education on the various estate and wealth transfer planning strategies
- Helps clients set up and structure their family offices
- Assists clients with gift tax reporting
- Connects clients to other firm professionals and collaborates with those professionals to provide holistic advice
- Advises clients on pre- and post-sale transactions
- Advises on trust administrations
- Researches complex gift and estate tax issues and succinctly conveys the results of that research to clients in a comprehensible fashion
- One Big Beautiful Bill Act: Key individual tax, trust and estate provisions
- Gift or inheritance from a foreigner: what you need to know
- The Corporate Transparency Act: what you need to know in 2025
- The ABC’s of making gifts: what clients need to know
- Give it away now? The sunset of the gift and estate tax exemption is around the corner
- The day after: What to do with redemption agreements funded with life insurance after the Supreme Court’s decision in Connelly
- IRS targets certain charitable remainder annuity trust transactions
- Actionable federal tax insights for individuals and private wealth in 2024 – Tax Strategy Playbook
- The Corporate Transparency Act: What you need to know now
- Double whammy! Be careful to properly time pre-sale gifts of appreciated stock to charity
- California eliminates ING trust planning strategy for California residents
- IRS: No basis step-up at death for irrevocable grantor trust assets
- Proposed regulations would “claw back” gift tax exemption for certain gifts
- State income tax planning with ING trusts
- The basics of estate planning
- Volatile economic signals present opportunity for beneficial re-evaluation of estate and business plans
- Options for funding a buy-sell agreement: the case for life insurance
- Boost family wealth with dynasty trusts
- Spousal lifetime access trusts offer flexibility in asset protection and estate planning
- Plan your estate before it’s too late – 2021 year-end tax letter
