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Estate Planning by James R. Modrall III
Things Change.  When was the last time you looked at your estate plan?
For most of our lives, we spend time thinking only about the aspects of daily life.
Our golf game, our kid’s soccer game, or whether we can afford that tropical
vacation. But, as years pass, it's time to focus on conserving our wealth and
ensuring our loved ones are taken care of in the long term. That includes
planning for long-term care if needed, as well as transfers of property at death
without payment of unnecessary taxes.

Estate planning is the development and implementation of a comprehensive strategy to conserve your
assets in conjunction with transferring your estate to your intended beneficiaries. Proper estate planning
is a team effort involving your lawyer and other financial advisors. Brandt Fisher Alward & Roy has the
experience and resources to assist you in this most important undertaking.

JAMES R. MODRALL, III joins Brandt Fisher Alward & Roy, P.C. with a practice focused on estate
planning, elder law, Medicaid planning and related business matters. Jim is a recognized leader in
there areas of practice and authors a monthly newsletter for professionals in the field.  He has been certified by the National Elder Law Foundation to practice as an Elder Law Attorney.

Jim is a magna cum laude graduate of Harvard Law School and is a Certified Public Accountant. He
graduated with highest honors in business administration and engineering from the University of
Colorado, and served as an officer in the U.S. Navy.

Jim has been practicing since 1959, and is licensed to practice law in Wisconsin, Illinois and Michigan.
He is also admitted to practice before the Supreme Court of the United States. He is a member of the
Michigan Bar Section of Probate and Estate Planning, and is active in civic and community affairs. Jim
has served on the Village Council of Suttons Bay, and as Chair of the Grand Traverse Regional
Community Foundation Board. He is a member of the Estate Planning Council - Traverse City Area, the
Northern Michigan Planned Giving Council, and the Economics Club of Traverse City.

 

 

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Brandt, Fisher,
Alward & Roy, P.C.
Attorneys at Law