These are the benchmarks Michael Wald brings to every case he handles. Unfortunately, they are not an easy combination to find. But they are his brand.
Michael Wald focuses on building flexibility into every wealth plan he undertakes. Many estate planning techniques use irrevocable methods of achieving goals that are not only irreversible but are also very expensive and complicated. If your planner is using family limited partnerships, charitable trusts, "intentionally" defective trusts, long term notes, or even life insurance trusts, there may be other, less expensive techniques to achieve your goal. See Michael Wald first.
Michael Wald's goal is to use the most economical method of achieving your goals that can be used. He uses a long term viewpoint. Where some planners use techniques that cost a lot of money to get into and are even more costly to unwind, Michael Wald can frequently accomplish the goal with a technique that you like AND built in flexibility to change as your situation, your family, or the law changes.
When somebody thinks about planning his or her estate, that person should think of going to see Michael Wald. Not only is he an attorney who practices in the area of estate planning, but he has also worked heavily with financial planners and non-attorney estate planners throughout the country. There are things that only an attorney can handle in the estate planning process. Michael Wald focuses his practice on these aspects but likes to work in conjunction with other estate planning professionals as a team to accomplish a client's estate planning goals.
Michael H. Wald, 2006 Director