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DEPARTMENT PROFILE

Bodman PLC

Private Wealth Law

5 ranked individualsBand 1MichiganHigh Net Worth 2021 View ranking table

Chambers Review

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Bodman offers the full range of estate planning and administration services to high net worth individuals and families. "They are top tier in Michigan - they have a deep team and are very experienced," says a market insider. Another enthuses: "They are our gold standard for a law firm."

"They are brilliant, they are extremely bright lawyers and have an attitude where they put their clients first," states a local wealth manager, who adds: "I love working with them, I never think twice about making a referral to them if a client needs help."

Notable practitioners

Andrew Curoe is described as "highly expert" and "very well respected" in the Michigan private wealth community by a source, who adds: "He is very collaborative and is able to be very practical regardless of how complex the situation is." Curoe advises high net worth individuals and families on estate planning and tax matters. "He has clear ability to think through problems and reach a solution," notes one interviewee; "he can think a problem from beginning to end." Another states: "He is very very personable, he is very adaptable to any situation and clients love working with him."

Anthony Cracchiolo handles estate planning, business succession planning and trust administration work. "He is a very approachable person - he takes complicated topics and distils in a way the client can understand and builds confidence with the client," says a source.

David Larsen "is an adviser in the truest sense of the word," says a source, who explains: "He is comprehensive in his advice, and understands clients' businesses and all of the issues that can affect them. He is a phenomenal adviser." Another interviewee describes him as a "superb technician" who is "skilled at the interpersonal relationships and helps clients navigate difficult family relationships." "David has a really high regard in the community, especially among the wealthiest families in Michigan," states a market insider; "when a client asks for his opinion, it is valued greatly."

Kelly Burnell is praised for being "very knowledgeable, experienced, personable, and having an ease working with clients," by one source. She advises clients on all matters related to business succession planning, tax planning and estate administration. "She is very prepared and she is very thoughtful and thinks two steps ahead," reports an interviewee, who continues: "Her responsiveness is outstanding and she is very strong technically."

Marguerite Lentz has significant experience assisting clients with estate planning and probate matters. "I have very high regard for her technical and drafting skills," reports a peer. Another states that "Meg is super super sharp," adding: "She is very good on both the technical side and the client side."

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Ranked Individuals

Chambers Research is conducted by 200 Research Analysts, across 200 jurisdictions and provides nearly 6,000 rankings tables. Annually we collect hundreds of thousands of responses from clients, the majority via in-depth interview. Learn more about our methodology.

Michigan

Private Wealth Law


Andrew Curoe
Band 2
Anthony Cracchiolo
Band 3
David P Larsen
Band 1
Kelly Burnell
Up and Coming
Marguerite Lentz
Band 2