Practice Expertise
- Estate, Trust & Wealth Preservation
Areas of Practice
- Estate, Trust & Wealth Preservation
- Estate, Trust & Wealth Preservation
Profile
High-net-worth estate planning and wealth preservation
Michele Malis guides high-net-worth entrepreneurial and family-business clients on sophisticated estate planning, wealth preservation and philanthropy. In particular, she advises them on estate and trust administration; income, estate, gift and generation-skipping transfer tax planning; closely held business planning; and other issues related to preserving and transmitting wealth within families. Michele also has extensive knowledge in the drafting and construction of wills and estates.
Bar Admissions
- Illinois
Education
- Pepperdine Caruso School of Law (J.D., 1996)
- University of Southern California (B.A., 1992)
Areas of Practice
- Estate, Trust & Wealth Preservation
- Estate, Trust & Wealth Preservation
Professional Career
Articles
- "Opportunities, Challenges Exist for Estate Planning"
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