Michael O. Hartz

Current View:

This content is provided by Michael O. Hartz.

Practice Areas

Michael's experience, attention to detail and care for his clients guide his handling of every matter. Primarily representing high net worth family business owners, including owners of some of the largest businesses in the Midwest, Michael helps them from the early stages of wealth creation through wealth transfer planning and charitable giving issues. He advises on all phases of estate planning, trust administration, ownership transition and risk management.

Michael also designs and administers family business succession plans. Many of his clients require sophisticated planning techniques to shift future wealth to the next generations in a fair and tax-efficient way. He helps his clients with integrating charitable planning strategies into their overall estate plans. Michael understands that many facets of his clients' lives will impact the design of their estate plans. Evaluating the various complexities, he assists clients to achieve their trust and estate planning goals.

A prolific author, Michael has written articles on tax and estate planning matters for publications such as the Journal of Taxation and TAXES, and he serves on the Estate Planning & Taxation Committee for Trusts & Estates magazine.