Nancy Welber
Of Counsel at Mall Malisow & Cooney PC
- Role
- of Counsel at Mall Malisow & Cooney Pc
- Location
- West Bloomfield, MI, US
- LinkedIn followers
- 500 followers
About Nancy Welber
Nancy has worked in the areas of estate and retirement planning for over 30 years. A frequent lecturer to professional groups including the Institute of Continuing Education, the Michigan Association of CPAs, and others, Nancy was a speaker at the 43rd Annual Heckerling Institute on Estate Planning in 2009, speaking on planning for a special needs child using retirement benefits. Based on that presentation, Nancy is the co-author of two articles in the American Bar Association Probate & Property Law Journal on the same topics. Nancy is also the author of a chapter in the ICLE Estate Planning Handbook concerning estate planning with retirement benefits.Specialties: Estate Planning with Retirement Benefits, TIAA planning, retirement benefit planning for a child with special needs, consultant on difficult estate planning situations with retirement benefits, general estate planning, probate and trust administration
Experience
of Counsel
Dec 2015 — Present · Farmington Hills, MI, US
Education
University of Michigan - Stephen M. Ross School of Business
BBA
1975 — 1979
University of Michigan Law School
JD
1979 — 1982
Skills
- Trusts
- Elder Law
- Retirement
- Wills
- Employee Benefits
- Estate Tax Planning
- Estate Law
- Probate
- Estate Administration
- Estate Planning
- Retirement Planning
- Powers of Attorney
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