Business Details
Your Trusted Estate Planning & Business Law Partner in Bloomfield Hills
We are a full-service estate planning law firm dedicated to empowering clients through personalized legal solutions. Our practice emphasizes a client-centered process called LifeFocus Planning, which ensures your estate plan evolves with life and legal changes. We collaborate closely with your financial advisors, accountants, and insurance agents to create comprehensive strategies that protect your assets and family. Our team provides ongoing education through workshops and maintains your plan's relevance with annual reviews.We prioritize transparency, avoiding cookie-cutter approaches, and focus on building long-term relationships rooted in trust and expertise. Our services extend beyond document creation to include trust administration, business succession planning, and proactive elder law guidance, ensuring your legacy is preserved according to your wishes.
Services
Estate Planning
Business Planning
ProActive Elder Law
Estate Administration
Trustee Services
Business Formation
Succession Planning
Trust Administration
Life Care Planning
Asset Preservation
Highlights and features
- We offer a client-centered LifeFocus Planning process for ongoing estate updates
- Our team collaborates with your financial advisors for comprehensive planning
- Recognized by Super Lawyers for excellence in estate planning
- We provide 24/7 access to emergency medical information through DocuBank
- Ongoing educational workshops to keep your plan current
Associations and certifications
- Martindale-Hubbell AV Preeminent
- Super Lawyers
- VA Accreditation
What people say
Very professional
Knowledgeable and patient
Excellent service
Highly recommended
Compassionate and fair
Services
Estate Planning
We create customized estate plans that protect your assets and ensure your wishes are honored. Our process includes personalized counseling, document creation, and ongoing maintenance through LifeFocus Planning. We educate clients on legal requirements and implement strategies to safeguard family interests during disability or death.
Business Planning
Our business planning services cover entity formation, succession strategies, and contract management. We help establish LLCs, corporations, and nonprofit organizations while ensuring compliance with state regulations. Our team develops buy-sell agreements and succession plans to maintain business continuity during ownership transitions.
ProActive Elder Law
This service addresses aging-related legal needs through coordinated estate and elder law planning. We assist with long-term care strategies, healthcare directives, and special needs trusts. Our approach emphasizes family collaboration and ongoing education to navigate complex elder care challenges effectively.
Estate Administration
We provide comprehensive estate and trust administration services to execute your wishes posthumously. Our team serves as trustee, co-trustee, or successor trustee while maintaining family harmony. We manage asset distribution, tax compliance, and special asset administration while avoiding conflicts of interest inherent in corporate trustee arrangements.
Life Care Planning
Our life care planning integrates legal and healthcare strategies for long-term needs. We create medical powers of attorney, living wills, and special needs trusts while coordinating with care professionals. This service ensures your healthcare preferences are documented and accessible through 24/7 emergency medical information systems.
People
Matthew Ferri
Attorney
Matthew Ferri is an AV Preeminent-rated attorney specializing in estate planning and business law. He holds a JD and MBA, with certifications from WealthCounsel and ElderCounsel. Recognized as a Super Lawyer Rising Star, he lectures nationally on estate planning and digital asset management.
Questions
What areas do you serve?
We serve clients in Bloomfield Hills, Shelby Township, and throughout Michigan.
How does your estate planning process work?
Our process includes initial education workshops, personalized counseling, document creation, funding, and ongoing maintenance through LifeFocus Planning.
Do you offer free consultations?
Yes, we offer a free initial consultation to discuss your estate planning needs.
How do you handle trust administration?
We offer professional trustee services, including co-trustee roles, special needs trusts, and administration of unique assets.
What sets you apart from other firms?
Our client-centered approach, LifeFocus Planning program, and collaborative team strategy with your existing advisors.
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