Jan M. Calvert

Jan M. Calvert

Associate Attorney
Location:
Bloomfield Hills, Michigan
Phone:
248-494-4486
313-757-4724
866-775-5987
Fax:
248-335-3346
Email:
Jan M. Calvert is an associate attorney with Hertz Schram. Jan practices primarily in the areas of estate and tax planning, as well as post-mortem estate and trust administration.

Whether a client wants to avoid probate, avoid estate and gift taxes, create a dynastic plan which ensures tax-free distributions for generations to come, provide creditor protection (for him/herself or others), protect a loved one with a disability, or fulfill charitable aspirations, Jan works with her clients to ensure that their estate planning objectives are met.

In 1994, Jan graduated magna cum laude and Order of the Coif (top 10%) from the University of Toledo College of Law. While there, Jan served as a Technical Editor of the Toledo Law Review. Prior to that, Jan graduated summa cum laude in 1991 from Wayne State University. A criminal justice major, Jan attended law school with aspirations of becoming a prosecuting attorney or an FBI agent, but she was quickly drawn to the detail-oriented and exacting world of tax and estate planning. In 2001, Jan left Hertz Schram (and private practice in general) in order to raise her family. Jan rejoined the legal fold in 2012, and was thrilled to return to Hertz Schram in 2014.

Areas of Practice

  • Estate Planning
  • Tax Planning
  • Trust Administration
  • Probate Administration
  • Elder Law

Bar Admissions

  • Michigan, 1994

Education

  • University of Toledo College of Law, Toledo, Ohio
    • J.D. magna cum laude - 1994
    • Honors: Order of the Coif
  • Wayne State University, Detroit, Michigan
    • B.S. summa cum laude - 1991
    • Major: Criminal Justice

Published Works

  • Don’t Skip Learning About Generation-Skipping Transfer Taxes: What You Don’t Know Can Hurt You (and Your Clients), Laches Oakland County Bar Association, June 2000

Professional Associations and Memberships

  • Michigan Bar, Member
  • Probate & Estate Planning Section of the Michigan Bar, Member
  • Elder Law & Disability Rights Section of the Michigan Bar, Member

Past Employment Positions

  • Gaggos Law Firm, Associate Attorney, 2012 - 2014
  • Hertz Schram PC, Associate Attorney, 1999 - 2001
  • Law Office of Patricia Dudek, Associate Attorney, 1994 - 1999