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OUR MISSION

OUR MISSION:

Our goal is to provide comprehensive solutions in the realm of elder care. From Estate Planning, Estate Taxes, and Retirement Planning to Business Planning, Long-Term Care, Special Needs, and Medicaid, we cover a wide spectrum of needs.

Our team employs specialized estate planning tools, expert tax planning strategies, and thoughtful life-care planning approaches. By working closely with our clients, we diligently evaluate all available options, carefully assessing their merits. We then craft a customized course of action, skillfully safeguarding the interests of our clients while prioritizing the well-being of their cherished families.

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Estate Planning

 Specialized Medical Durable Powers of Attorney/ HIPAA Release
 Specialized Financial Durable Powers of Attorney
 Wills
 Revocable Living Trusts
 Special Needs, Trusts, and Gift Trusts
 Charitable Trusts

Special Needs
Planning

 Special Needs Trusts & Administration
 Social Security Disability and SSI-Medicaid
 Plans of Care and Caregiving Contracts
 IEP Conferences and Appeals
 Developmental Disability Guardianship and Conservatorship

Business
Planning

 Limited Liability Companies
 Formation and Dissolution of Business Entities
    for Profit and Non-Profit

 Purchase and Sales of a Business
 Succession Planning

 Buy/Sell Agreements

Real Estate
Planning

 Commercial Purchases & Sales
  Residential Purchases & Sales

  Fiduciary & Trustee Sales

  Private Sales

  Closings

  Title Work
 Rentals and Leasing

Estate Tax
Planning

 Estate Tax Returns
 Strategic Gifting
 Gift Tax Returns
 Charitable Remainder Trusts
 Grantor Retained Annuity Trusts (“GRATs”)
 Trusts to Reduce Estate Taxes

Long-Term
Care Planning

 Medicaid Planning
 Medicare Advocacy
 Care Plans and Home Care Arrangements
 Group Home Assisted Living
 Nursing Home Placement Advocacy
 VA Aid & Attendant Help Benefit Planning
 Caregiving Contracts & Arrangements

Retirement
Planning

 Conduit Trusts
 Beneficiary Designations
 Exit Planning
 Roth Conversion Strategies
 Tax Planning

Administration
of Wills and Trusts

 Estate/Trusts Disputes
 Probate Court Proceedings
 Accountings for Estates and Trusts
 Estate & Trust Settlement Agreements
 Form 1041 Estate & Trust Tax Returns

Guardianship/
Conservatorship

 Multi-disciplinary Capacity Evaluations
 Minors, Adults and Development Disability Guardianship
    and Conservatorships

 Navigating Court Interventions
 Accountings

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AREAS OF PRACTICE:
WHO WE ARE
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WHO WE ARE:

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James P. Lampertius, Esq.

ATTORNEY & COUNSELOR

James P. Lampertius is the Managing Attorney with expertise in estate planning, special needs planning, business planning, estate tax and trust income tax, real estate, probate and trust administration, and elder law. With over thirty years of experience in the field, James has made significant contributions to various organizations and communities. Here's how he actively engages in charitable and community activities: SPEAKING ENGAGEMENTS: James participates regularly as a speaker in events hosted by organizations such as the Alzheimer's Association, Angels' Place, the Institute of Continuing Legal Education (ICLE) and the State Bar of Michigan. LECTURER and WRITER: He has been frequent lecturer and writer for ICLE, and the State Bar of Michigan, sharing insights on topics like "Financial and Estate Planning for People with Disabilities and Elders," and drafting medical and Financial durable powers of attorney, and real estate issues as "handling the house." For 15 years he has authored and maintained the chapter on "handling the house," treating real estate title, family caregivers, property taxes, and special needs planning. CERTIFICATIONS: James holds a Certificate of Completion in Probate and Estate Planning from the Institute of Continuing Legal Education and the Probate and Estate Planning Section of the State Bar of Michigan. He also holds a graduate certificate as a "Specialist in Aging" with the Wayne State Institute of Gerontology. PROFESSIONAL MEMBERSHIPS: He is a Fellow with the Oakland County Bar Foundation and long-time member of the Oakland County Bar Association. COMMUNITY LEADERSHIP: James served as the Chairperson of the 41st Annual Conference on Issues in Aging, a joint initiative by Wayne State University, Madonna University, and Blue Cross Blue Shield of Michigan and has assisted with The Oakland County SAVE Commission treating elder abuse. CHARITABLE CONTRIBUTIONS: James actively supports charitable organizations such as Liberty Riders, and the Planned Giving Committee of Angels' Place, making a positive impact on therapeutic horseback riding programs, and homes for adults with developmental disabilities. ADOPTION and CULTURAL EXCHANGE: James and his wife have embraced a multicultural perspective by adopting their children, Jeanne Marie, Ana Terese, Carlos, and Perry, from Guatemala, fostering a bond with their heritage and exploring shared cultures through travel. James' commitment to his profession and community is based upon his desire to make a meaningful difference in the lives of those he serves and the broader community. EDUCATION: • Bachelor of Arts, Philosophy & Spanish (minor: Economics) University of Detroit-Mercy, 1989 (with honors, Valedictorian) • Juris Doctorate, University of Michigan Law School, 1992 • Graduate Certificate from Wayne State University Institute of Gerontology, 1995

Christina Borowicz

Christina L. Borowicz, Esq.

ATTORNEY OF COUNSEL

With a strong focus on estate planning, elder law, probate, trust administration, and long-term care planning, Christina brings a wealth of expertise to her legal practice. Her journey in the legal field began in 1995 at Specialized Care Services, where she immersed herself in geriatrics and case management. Christina pursued her undergraduate education at Taylor University, earning a bachelor's degree in Psychology in 2002. She furthered her education at Thomas M. Cooley Law School, where she obtained her juris doctorate in January 2006. During her tenure at Cooley, Christina's involvement at the Sixty Plus Elder Law Clinic significantly enriched her experience in elder law, estate planning, and probate work. Christina's career spans 17 years of practicing law, during which she has made notable contributions as a Guardian ad Litem and a Court-appointed attorney through the Oakland County Probate Court. Her dedication to dispute resolution is underscored by her certification as a General Civil Mediator, where she skillfully aids individuals in resolving conflicts while preserving their valuable relationships. Outside her legal practice, Christina finds joy in spending quality time with her family, exploring new destinations through travel, and maintaining an active lifestyle through running. EDUCATION: Bachelor of Arts in Psychology Taylor University, 2002 Juris Doctorate Thomas M. Cooley Law School, January 2006

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Janine E. Johnson

PARALEGAL

Before becoming a valued member of our firm, Janine devoted her time to serving individuals with disabilities and the elderly within assisted living and nursing homes, particularly those impacted by Alzheimer's. Her commitment to making a difference is evident in her educational background and experience. EDUCATION: Bachelor of General Studies (Concentrations: Psychology, Communications, Business) University of Michigan (Dearborn) Graduate Certificate in Gerontology Eastern Michigan University

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Margaret Roty, Esq.

ATTORNEY & COUNSELOR

Margaret Roty is a distinguished professional who blends her rich medical background with legal expertise in estate planning. Her journey began with a Bachelor's in Nursing from the University of Michigan, marking the genesis of her impactful career. Initially, she devoted herself to oncological nursing, providing compassionate care to patients facing challenging circumstances. Driven by a passion for broader impact, Margie embarked on a transformative path, acquiring a Juris Doctorate from the University of Michigan Law School and becoming a member of the State Bar of Michigan. Throughout her time at the Detroit Medical Center, she developed a profound understanding of medical and hospital risk management, strengthening her insights into the intricate landscape of healthcare. Bringing her unique blend of medical care proficiency and legal acumen to the estate planning realm, Margie plays a pivotal role within the firm. She expertly navigates trust, estate, and special needs planning, leveraging her healthcare background to offer holistic solutions. Her invaluable insight into care planning issues enhances the firm's ability to cater to diverse client needs. Margie's commitment to bridging the worlds of healthcare and estate planning underscores her dedication to serving the community. Her multifaceted expertise brings a nuanced perspective to the practice, enriching the firm's offerings and reaffirming her commitment to making a meaningful difference in the lives of those she serves.

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Rochelle R. Nelson

ADMINISTRATIVE ASSISTANT

Rochelle brings an impressive 42 years of experience to the realm of small business bookkeeping. Her dedication to providing top-notch financial services has significantly contributed to numerous businesses. As our adept administrative assistant, Rochelle plays a pivotal role in ensuring our firm's financial stability and success.

ENDORSEMENTS

WHAT OUR CLIENTS ARE SAYING...

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I can’t thank you enough for your years

of faithful service to my mother… and to

myself and my siblings.     Linda M.

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CONTACT:

Mon - Fri

8:00 am – 8:00 pm

CONTACT:

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Address:

Hours:

31884 Northwestern Hwy.

Farmington Hills, MI

48334

m-th: 9:00 am — 5:00 pm

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