A seasoned and experienced attorney with over 40 years of hands on experience working with clients and their other professionals to achieve their business and estate planning objectives on a multi-generational basis.
I have over 40 years of experience assisting my clients and their other professionals in guiding their business and personal matters. I have dedicated my career to working with my clients to understand their goals and ambitions and employ my knowledge of their individual situation to achieve the best possible outcome for them. My knowledge of their company, their industry and the multitude of legal and tax matters impacting their business and their personal planning has enabled my clients to maximize the outcome of any situation they confront. My experience and education as a CPA and my LL.M. (in Taxation) uniquely qualifies me in this regard.
My accumulated knowledge of business, tax, and estate planning matters brings a multi-disciplinary solutions-based approach to my clients, enabling them to achieve results that are enhanced by the understanding of how income, gift and estate tax benefits maximize these outcomes.
My background and approach to problem solving has resulted in numerous successes in all phases of my clients’ business and personal affairs in achieving tax-advantaged outcomes in their business and personal investments.
Business organization formation, operation and sales
Real estate formation, financing and dispositions
Income, Gift and Estate Tax planning for entities, individuals, trusts and estates
Estate and trust administration
Business owner disputes (shareholders, members and partners)
LL.M (in Taxation), New York University
Juris Doctor, Wayne State University
BA (in economics) University of Michigan, Ann Arbor
Michigan Association of CPA’s
Martindale-Hubbell Rated AV Preeminent for 30 years
M&A Advisor Mergers & Acquisitions “Deal of the Year” Award (2013) ($75-100 Million)
We have used Hertz Schram for over a decade. They know our corporation inside and out, understand the automotive market and support our HR Dept in legal support with employee/401K/Insurance/Payroll concerns. I find them an invaluable resource especially in this country where you need the best legal support. Any of our people can contact them for concerns relating to contract, HR, tax or other items of concern. They are also experienced in dealing with public companies.
Our family has relied on Jeffrey to guide us through multi-generational matters for over three decades. In that time, we have sought his counsel if all facets of our business and personal tax and estate planning issues, culminating in the sale of our company and continuing to represent us in all personal and business matters. He has been with us even as we moved our entire family and operations to the East Coast over 20 years ago.