Bourjaily joins Plunkett Cooney’s Trusts, Estates Group

Attorney Ryan P. Bourjaily is the newest member of the Trusts & Estates Practice Group of Plunkett Cooney – one of the oldest and largest law firms in the Midwest.

Bourjaily, who recently joined the firm as an associate in the firm’s Bloomfield Hills office, focuses his practice on litigating probate, trust and estate matters. He represents a range of clients in claims involving alleged breach of fiduciary duty, undue influence, lack of mental capacity, fiduciary removal and surcharge, as well as will/trust contests. He also advises clients regarding trust and estate administrations, protective proceedings and estate planning.

Selected as a “Rising Star” in estate and trust litigation by Michigan Super Lawyers magazine in 2019, Bourjaily received his law degree from Western Michigan University Cooley Law School in 2014. He is also a member of the Probate & Estate Planning Section of the State Bar of Michigan. Bourjaily received his undergraduate degree from Albion College in 2011.

The members of Plunkett Cooney’s Trusts & Estates Practice Group focus their practice exclusively in the area of estate planning. They have particular expertise in drafting trusts and wills, managing estates, administering trusts, preserving assets, addressing tax sensitive distribution of assets to beneficiaries, planning for retirement and planning for effective asset protection. They assist with the selection process for guardians, and they utilize sophisticated techniques for tax and succession planning to the benefit of their clients.

Established in 1913, Plunkett Cooney is a leading provider of business and litigation services to clients in the private and public sectors. The firm employs approximately 140 attorneys in eight Michigan cities, Chicago, Illinois, Columbus, Ohio and Indianapolis, Indiana. Plunkett Cooney has achieved the highest rating (AV) awarded by Martindale-Hubbell, a leading, international directory of law firms. The firm was also recently selected by Crain’s Detroit Business as its inaugural Law Firm of the Year.

For more information about Ryan Bourjaily joining Plunkett Cooney, contact the firm’s Director of Marketing and Business Development John Cornwell at (248) 901-4008; jcornwell@plunkettcooney.com.

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Dickinson Wright Attorney James Spica Published in ACTEC Law Journal

An article by Dickinson Wright Attorney James P. Spica, entitled “Means to an End,” appears in the most recent issue of The ACTEC Law Journal, the scholarly journal of the American College of Trust and Estate Counsel.

The article concerns electively forcing future interests to vest, under the laws of states that have enacted liberal perpetuities reform, in order to comply with federal tax rules against perpetuities. Mr. Spica, an ACTEC Fellow, is a nationally recognized authority on the article’s subject, having drafted the perpetuities reform proposal enacted as the Michigan Personal Property Trust Perpetuities Act of 2008, having published several articles on tax rules against perpetuities in the American Bar Association’s (ABA’s) Real Property, Trust and Estate Law Journal (2006, 2009, and 2013) as well as The Wayne Law Review (2014), and having spoken on the rule against perpetuities in estate planning as a featured speaker, sponsored by Brown Brothers Harriman Trust Company, at the North Carolina Bar Association’s 34th Annual Estate Planning and Fiduciary Law Program (2013) and as a regular member of the faculty of the Annual Probate and Estate Planning Institute of the Michigan Institute of Continuing Legal Education (ICLE).

In addition to being a member of the ACTEC State Law Committee, Mr. Spica is the ABA Advisor to the National Conference of Commissioners on Uniform State Laws’ Drafting Committee on Divided Trusteeships, a member of the Michigan ICLE Probate and Estate Planning Advisory Board, and a recent past member (2006-2015) of the Council (governing body) of the Probate and Estate Planning Section of the State Bar of Michigan. He clerked for Hon. Richard C. Wilbur on the United States Tax Court (1985) and taught taxation, trusts, and decedents’ estates as an Assistant/Associate Professor of Law at the University of Detroit Mercy (1989-2000, tenured 1996).

About Dickinson Wright PLLC
Dickinson Wright PLLC is a general practice business law firm with more than 400 attorneys among more than 40 practice areas. Headquartered in Detroit and founded in 1878, the firm has fifteen offices, including six in Michigan (Detroit, Troy, Ann Arbor, Lansing, Grand Rapids, and Saginaw) and eight other domestic offices in Columbus, Ohio; Lexington, Ky.; Nashville, Tenn. (2); Las Vegas, Nev.; Phoenix, Ariz.; Reno, Nev.; and Washington, D.C. The firm’s Canada office is located in Toronto.

The firm offers clients a distinctive combination of superb client service and exceptional quality. Dickinson Wright lawyers are known for delivering commercially-oriented advice on sophisticated transactions and have a remarkable record of wins in high-stakes litigation. Dickinson Wright lawyers are regularly cited by Chambers, Best Lawyers, Super Lawyers, and other leading independent law firm evaluating organizations.

Attorney James Spica Addresses Regional Conference of the American College of Trusts and Estates Counsel

TROY, Mich., December 18, 2015 – On Saturday, December 12, 2015, Dickinson Wright Attorney James P. Spica addressed the Great Lakes Regional Conference of the American College of Trusts and Estates Counsel (ACTEC) in Chicago as a member of the Conference’s CLE faculty. Mr. Spica’s topic was Michigan’s “trust-decanting” legislation, a subject on which he is eminently qualified to speak as the principal author of the tripartite decanting regime enacted as 2012 Michigan Public Acts Nos. 483, 484, and 485. He also authored an article on the subject published by the American Bar Association (ABA): “Spilt to Last: Longevity Planning for Tax Advantaged Trusts under a New Statutory Decanting Regime in Michigan,” 48 Real Prop. Tr. & Est. L.J. 35 (2013).

Mr. Spica, an ACTEC Fellow, is a member of the ACTEC State Laws Committee. He is the ABA Advisor to the National Conference of Commissioners on Uniform State Laws’ Drafting Committee on Divided Trusteeship and served on the ad hoc committee of the ABA Real Property, Trust and Estate Law Section that drafted the Section’s response to the Treasury Department’s request (IRS Notice 2011-101) for comments on the tax implications of trust decanting. He is a former member of the Council (governing body) of the Probate and Estate Planning Section of the State Bar of Michigan (2006-2015) and a current member of the Michigan Institute for Continuing Legal Education (ICLE) Probate and Estate Planning Advisory Board. He clerked for Hon. Richard C. Wilbur on the United States Tax Court (1985) and taught taxation, trusts, and decedents’ estates as an Assistant/Associate Professor of Law at the University of Detroit Mercy (1989-2000, tenured 1996).

As a Member in Dickinson Wright’s Troy office, Mr. Spica focuses his practice on estate and tax planning, trust banking, and trust litigation. In addition to drafting the 2012 Michigan trust-decanting legislation mentioned above, he was the principal author of the perpetuities reform proposal enacted as the Michigan Personal Property Trust Perpetuities Act of 2008. Listed in The Best Lawyers in America, Michigan Super Lawyers, Leading Lawyers and DBuisiness’ Top Lawyers, he is a coauthor of the Michigan Estate Planning Handbook (2nd ed. 2006 & Supp.) and Trust Administration Under the Michigan Trust Code (2010 & Supp.), both published by ICLE. His most recent article is “Means to an End: Electively Forcing Vesting to Suit Tax Rules Against Perpetuities,” 40 ACTEC L.J. 347 (2014).

ACTEC is a nonprofit association of lawyers established in 1949. Its members are elected to the College by demonstrating the highest level of integrity, commitment to the profession, competence and experience as trust and estate counselors. Membership in ACTEC is by election of the regents of the College. Individual lawyers meeting the criteria for membership are nominated for membership by fellows of the College, and subjected to careful review by both state and national membership selection committees, prior to consideration by the regents of the College. To learn more about ACTEC, please visit www.actec.org.

About Dickinson Wright PLLC
Dickinson Wright PLLC is a general practice business law firm with more than 400 attorneys among more than 40 practice areas. Headquartered in Detroit and founded in 1878, the firm has fifteen offices, including six in Michigan (Detroit, Troy, Ann Arbor, Lansing, Grand Rapids, and Saginaw) and eight other domestic offices in Columbus, Ohio; Lexington, Ky.; Nashville, Tenn. (2); Las Vegas, Nev.; Phoenix, Ariz.; Reno, Nev.; and Washington, D.C. The firm’s Canada office is located in Toronto.

The firm offers clients a distinctive combination of superb client service and exceptional quality. Dickinson Wright lawyers are known for delivering commercially-oriented advice on sophisticated transactions and have a remarkable record of wins in high-stakes litigation. Dickinson Wright lawyers are regularly cited by Chambers, Best Lawyers, Super Lawyers, and other leading independent law firm evaluating organizations.

Walsh College Offers Free Estate Planning Seminars at its Novi Campus in April

Walsh College presents Daniel S. Hoops, associate professor, Accounting and Taxation, and a frequent lecturer and expert on estate planning issues, in two free seminars on estate planning at 10 a.m. and 1 p.m., Friday, April 24, at the College’s Novi Campus, 41500 Gardenbrook, Novi.

The sessions will be held in conjunction with the Federal Reserve Bank of Chicago’s Money Smart Week, a public awareness campaign aimed at helping consumers better manage their finances. The events are open to the public but registration is required at www.walshcollege.edu/moneysmart.

The Chicago Federal Reserve Bank supports financial education in the belief that consumers greatly benefit from making informed decisions about their money. When consumers save, spend, and invest wisely, their impact is two-fold: a contribution toward their long-term financial well-being and a positive impact on the economy as a whole.

Hoops has been engaged in the practice of law and business consulting since 1995. His professional expertise includes tax law, estate planning, and business consulting.

Hoops’ tax and estate planning expertise have led to appearances on WXYZ Channel 7 News, CW50’s “Street Beat,” “The Craig Fahle Show” on WDET 101.9 FM, and “Internet Advisor” on News/Talk WJR 760 AM. In addition, he has recently been featured in articles appearing in the Detroit Free Press and USA Today.

Hoops received a BMA degree with a major in trumpet performance from the University of Michigan in 1991. He earned a J.D. degree cum laude from the Michigan State University School of Law (formerly Detroit College of Law) in 1994, and an LL.M. in estate planning from the University of Miami School of Law in 1995.

For additional information, visit www.walshcollege.edu.