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Michael D. Holmes

Kalamazoo, Michigan

Michael D. Holmes specializes in providing a trust perspective to all wealth management discussions and coordinating planning strategies with other professional advisors, such as tax advisors and estate planning lawyers. He is responsible for trust administration and holistic wealth management planning for clients. Before his current role, Mr. Holmes practiced law for 20 years, specializing in the areas of drafting estate planning documents, estate and trust administration, and preparation of estate tax returns.

Featured ICLE Contributions:
Administer a Decedent's Estate - Supervised Administration (How-To Kit)
Administer a Decedent's Estate - Unsupervised Administration (How-To Kit)
Appoint a Personal Representative in a Formal Proceeding (How-To Kit)
Appoint a Personal Representative in an Informal Proceeding (How-To Kit)
Establish Attorney-Client Relationship with Personal Representative (How-To Kit)
Estate Administration in Michigan, Second Edition (Book)
Obtain Access to a Decedent's Safe Deposit Box (How-To Kit)
Administration of Trusts Under the Michigan Trust Code (Seminar)
Drafting Estate Planning Documents, 32nd Annual (Seminar)