Jeffrey impressed me from the very beginning. You often go into a consultation with trepidation that your best interest won’t be the priority. Not so with Jeffrey- there is an immediate warmth in his approach, and he takes time to listen. From that point his knowledge just shines through. To have a lawyer that clearly cares and clearly knows his business- is a huge peace of mind.
His vast experience and passion for justice and helping people manage complicated financial circumstances have proved consistently pivotal in high-profile cases.
Born and raised in Detroit, Michigan, he attended Eastern Michigan University and later Stetson University College of Law, where he earned top honors in his Federal Income Tax and Legal Writing Seminar courses.
At his last position, he served as the lead attorney servicing Florida and Michigan clients for one of the largest independent finance companies in the nation.
Now, as a member of the Florida Bar, Jeffrey has gained a reputation for developing and maintaining these client relationships throughout Florida. Jeffrey has also worked for the Social Security Administration and as an adjunct professor for Henry Ford Community College.
In addition to his roles in Estate Planning, Probate & Elder Law, Jeffrey is respected for his practice in:
Trusts, Wills, Powers of Attorney, Living Wills and Business Entity Formation.
He has drafted and reviewed hundreds of estate plans involving Revocable Trusts, Irrevocable Trusts, Special Needs Trusts, Wills, Durable Powers of Attorney, Restatements of Trust, Certifications of Trusts,
Trust Amendments, Deeds, and LLC documents. While also consulting and advising clients regarding estate planning, asset protection, and Medicaid planning. He has also established hundreds of corporations and limited liability companies.
His experience in attending local and national networking events with third-party brokers and financial institutions to develop business relationships and generate income makes him a highly trusted and successful part of our firm.
Jeffrey offers 30-minute complimentary consultations for first-time clients and makes house and hospital calls upon request.
Jeffrey is an associate with the firm specializing in the areas of Estate Planning, Probate & Elder Law.
ESTATE & BUSINESS PLANNING SERVICES
- Will Preparation
- Trust Formation & Funding
- Revocable Trusts
- Irrevocable Trusts
- Dynasty Trusts
- Family Trusts
- Lady Bird Deeds
- Supplemental Needs Trusts
- Medicaid Eligibility Planning
- Charitable Trusts and Donative Planning
- Life Insurance Trusts (ILITs)
- Business Succession Planning
- Family Limited Partnerships
- Limited Liability Companies
- Intra-Family Loans & Installment Sales
- Homestead & Real Estate Issues
Educational Background & Training
Jeffrey has over a decade of experience in the areas of Estate Planning, Probate & Elder Law. Jeffrey has been a member of The Florida Bar since May 2012 and the State Bar of Michigan since 2013.
Jeffrey earned a Juris Doctor (the highest education available in the legal profession) with the highest grade awards in Federal Income Tax, Legal Writing Seminar, Contracts I and Contracts II at Stetson University College of Law in Florida. Before that, he earned a Bachelor of Science, Criminal Justice degree at Eastern Michigan University.
After leaving college, he quickly worked hard to get hands-on experience in the areas of law and finance in Florida – moving from an intern at Aegon Financial Services in St. Petersburg to a Law Clerk at the offices of Darrin T. Mish in Tampa. He later returned to his native Michigan, shining as a Document Review Attorney while reviewing thousands of documents for relevant and privileged materials related to antitrust and residential mortgage-backed security disputes. He then displayed his expertise and speaking skills as an Adjunct Professor at Henry Ford Community College in Michigan.
This was followed by gaining crucial experience as a Claims Representative before becoming an Associate Attorney at The Lawmaster Law Firm in Michigan. Here he utilized his passion and expertise to manage all phases of medical mergers & acquisitions and establish hundreds of corporations and limited liability companies throughout Michigan and Florida.
Finally, at his previous position at Brook and Wendt, PLLC, Jeffrey was a Partner and Estate Planning Attorney. Here he consulted and advised clients regarding estate planning, asset protection and Medicaid planning, alongside assistance with all aspects of funding Revocable and Irrevocable Trusts.
Stetson University College of Law
Bachelor of Science, Criminal Justice
Eastern Michigan University
Juris Doctor in Federal Income Tax, Legal Writing Seminar, Contracts I and Contracts II
Honors and Awards
Federal Income Tax
Professional Associations and Memberships
State Bar of Michigan