EXPERIENCE

Mr. Julius H. Giarmarco, J.D., LL.M., is chair of the firm’s Trusts and Estates Practice Group. Julius received his law degree from Wayne State University, and his master of laws from New York University. He is licensed to practice law in both Michigan and New York. Mr Giarmarco’s primary practice areas include estate planning, business succession planning, wealth transfer planning and life insurance applications. He is a former instructor in both the Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP) programs.

He also lectures frequently on a national basis, including speeches before the American Law Institute – American Bar Association (ALI-ABA), the International Forum, the Association for Advanced Life Underwriting (AALU), the Million Dollar Round Table (MDRT), the American Institute of CPAs (AICPA), the Life Insurance and Market Research Association (LIMRA), the Financial Planning Association (FPA), Strafford CLEWebinars and numerous life insurance companies, brokerage firms and trade associations.

Mr. Giarmarco has published a number of articles on estate planning appearing in professional journals such as the Estates, Gifts and Trusts Journal (BNA), The Practical Tax Lawyer (ALI-ABA), the Journal of Practical Estate Planning (CCH), the Journal of Financial Service Professionals, the Michigan Bar Journal and Advisor Today magazine. Mr. Giarmarco is also the author of the nationally-acclaimed brochure, The Five Levels of Estate Planning, and is a featured columnist on estate planning topics for producersweb.com. He is the author of the chapters on succession planning in Advising Closely Held Businesses in Michigan and The Michigan Business Formbook published by the Institute of Continuing Legal Education (ICLE).

Mr. Giarmarco has been selected by his peers as a Michigan Super Lawyer in estate planning; Top 10 Leading Lawyers in Michigan in All Areas of Law, Top 10 Leading Consumer Lawyers in Michigan and Top 10 Trust, Will & Estate Lawyers in Michigan; as one of the Best Lawyers in America in Trusts and Estates; and as a “Top Lawyer” by dBusiness magazine. He also enjoys the highest possible rating in both legal ability and ethical standards by Martindale-Hubbell.

ARTICLES

Julius has published a number of articles on estate planning appearing in journals such as:

•  Estates, Gifts and Trusts Journal (BNA) 
•  The Practical Tax Lawyer (ALI-ABA)
•  Journal of Practical Estate Planning (CCH)
•  Michigan Bar Journal
•  Advisor Today magazine

He is the author of the nationally-acclaimed brochure, The Five Levels of Estate Planning, and is a featured columnist on estate planning topics for producersweb.com.

He is the author of the chapters on succession planning in Advising Closely Held Businesses in Michigan and The Michigan Business Formbook published by the Institute of Continuing Legal Education (ICLE).

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