Beluzo, William A. Jr.

Current Employment Position(s)

Partner, since 1983

Year Joined Organization: 1973

Lawyer Overview

William A. Beluzo, Jr. focuses his practice in the areas of probate and estate planning, trusts, wills, estate and trust administration, probate and trust litigation, tax law, wealth strategy planning, asset protection planning, and family and elder law. In 2010, the Institute of Business & Finance awarded Mr. Beluzo with the prestigious estate planning designation of Board Certified in Estate Planning.

Prior to joining Plunkett Cooney, Mr. Beluzo worked as an estate and gift tax attorney for the Internal Revenue Service.

He has over 30 years of experience in a wide-ranging personal service law practice, designing and implementing tax and wealth strategies for individuals, estates and trusts. Peers call upon him to serve as an expert witness and to consult in probate and trust litigation. Mr. Beluzo also frequently lectures and provides seminars to CPAs, financial planners and advisors, physicians, elders and community groups.

Mr. Beluzo is also frequently retained by affluent individuals in domestic relations matters. He drafts and designs unique pre- and post-marital agreements and has represented clients with substantial marital estates.

He is also active in the following community organizations:
Financial and Estate Planning Council of Oakland County (former director); National Network of Estate Planning Attorneys (former member); and International Association of Financial Planner (former director).

Areas of Practice

• Banking, Bankruptcy & Creditors' Rights Law
• Business Enterprises Law
• Estate Planning
• Family Law
• Financial Services Liability

Bar Admissions

• Michigan, 1971

Certification/Specialties

• Real Estate Broker, State of Michigan

Professional Associations and Memberships

• Financial and Estate Planning Council of Metro Detroit, Inc. (Member)
• North Oakland County Board of Realtors (Member)
• Oakland County Bar Association (Member, Probate and Trust Committee)
• State Bar of Michigan, Probate and Trust Law Section (Member)
• American Bar Association (Probate and Trust Law Section) (Member)
• Wealth Counsel L.L.C. (Member)

Honors and Awards

• Certification Recipient of Probate and Estate Planning Section – State Bar of Michigan
• Michigan Certificate – Estate Planning – Michigan Insurance Code
• Licensed Real Estate Broker, State of Michigan
• Board Certified in Estate Planning (BCEP), Institute of Business & Finance, 2010
• “Detroit Five Star Wealth Manager,” FIVE STAR Professional, 2011
• Certificate of Achievement Thriving in Estate Planning Before & After Tax Reform

Classes and Seminars

• Lecturer, Michigan Association of Certified Public Accountants
• Lecturer, Independent Accountants Association of Michigan
• "From the Basic to the Complex: Strategies to Confound Creditors and Conserve Your Wealth", Ophthalmologist Group Seminar, Farmington Hills, MI, 2006 - Present

Past Employment Positions

• Internal Revenue Service, Estate and Gift Tax Attorney

Education

• Wayne State University Law School, Detroit, Michigan, 1984
  LL.M.
  Major: Taxation
• Wayne State University Law School, Detroit, Michigan, 1970
  J.D.
• Wayne State University, Detroit, Michigan, 1968
  B.A.

Published Works

• "Why Every Person Needs an Estate Plan", Plunkett & Cooney Business Advisor Newsletter, April, 2006
• "Why Every Person Needs an Estate Plan", Plunkett & Cooney Healthcare Industry Newsletter, October, 2005

Address

38505 Woodward Avenue
Suite 2000
Bloomfield Hills, MI 48304

Phones

(248) 901-4037

Faxes

(248) 901-4040

Emails

Contact Us

Websites

http://www.plunkettcooney.com