Plunkett & Cooney, P.C., Attorneys, Mt. Clemens, Michigan office 1994-1999 (head of the Estate Planning Practice Group);
Principal, Wealth Strategies Collaborative, LLC 1999 to present;
Principal, John M. Donaldson, PLC, 2000 to present;
Of Counsel, Dold, Spath, McKelvie & DeLuca, P.C., Attorneys, Grosse Pointe, Michigan office, 2000 to present;
Officer and Director, Oak Pointe Development Company and Oak Pointe Holdings, Ltd.
Publications and Presentations:
Contributing author, Giving: Philanthropy for Everyone, Quantum Press, LLC (2002);
co-presenter (with Thom Rogers), “Advanced Planning with Irrevocable Life Insurance Trusts”;
“Basic and Advanced Planning with Family Limited Partnerships”, Esperti Peterson Institute Advanced Studies Program and National Network Specialty Workshops;
“Family Partnership Planning After Strangi III — Where Are We Now?”, The Institute for Dynamic Wealth Preservation, Chicago, Illinois 2004; (with Stan Miller),
“Family Limited Partnership Practice After Strangi, Kimbell and Stone – Where Do We Go From Here?”,
WealthCounsel Semi-annual Conference, Las Vegas, Nevada 2004; presenter, “Family Partnerships – Do These things Still Work?”,
Southern California Institute, San Diego, California, January, 2005; and
InKnowVision Institute, Chicago, Illinois, March, 2005; co-presenter (with Scott Hamilton, J.D. and Randy Fox, CFP), “When to Use SCINs, Private Annuities and Installment Notes in Large Case Design”, InKnowVision Institute, Chicago, Illinois, October 2005.
Co-presenter (with Randy Fox) “Current Developments in Family Limited Partnership Planning Year 2006 – ‘What Do We Do Now?’” InKnowVision Institute, Chicago, Illinois, March 2006.
