Practice Expertise

  • Estate, Trust & Wealth Preservation
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Areas of Practice

  • Estate, Trust & Wealth Preservation
  • Estate, Trust & Wealth Preservation
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WSG Practice Industries

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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