ROBERT E. BOURNE, ESQ.

Education

Undergraduate Degree – Central Michigan University – Business 1977

Juris Doctorate Degree – Thomas M. Cooley Law School – 1980

Admitted to Practice in Michigan Trial and Appellate Courts, United States District and Bankruptcy Court, United States Court of Appeals, 6th Circuit.

Law Practice

Over 28 years experience in general practice and Estate & Business Planning. Mr. Bourne has written more than 1000 trust type estate plans since 1988.
Robert Bourne lectures frequently to professional and public groups on topics of Estate Planning, Special Needs Planning. and Nursing Home Spend-down Avoidance and Qualifying for Medicaid.

Mr. Bourne is a Continuing Education Instructor for Certified Public Accountants.

Professional Affiliations:

Wealth Council.
Founding Member of the National Network of Estate Planning Attorneys (NNEPA) and of the Michigan forum of Estate Planning Attorneys. Member of the Michigan Bar Association, of the Probate, Estate and taxation Sections of Michigan Bar and of the Northeastern Michigan Estate Planning Council. Fellow of the Esperti Peterson Institute (National think Tank for High Net Worth Planning). Mentor for NNEPA Mentoring Program: Continuing Education instructor for Michigan Licensed Life and Health Insurance Agents; Estate Planning Workshop instructor for NNEPA.

Publications:

Contributing Author of “Legacy,” published 1996 and Legacy Tax Reform Act ‘97 and ‘98 update as well as an update for 2003.
“Giving-Philanthropy for everyone” published 2002. Reviewing Editor for the Conspectus Current. Reviewing Editor Currents Online. Course Text for Wills & Probate, Estate & Wealth Strategies Institute, MSU.

Additional Publications

“Allocating GST Exemption to Inter Vivos Transfers”, p.24 Conspectus Current, Inaugural Issue 1998.

“How to Design A Charitable Lead Trust and The Taxation of Charitable Lead Trusts”, p80, Conspectus Current, Inaugural Issue 1998.

“Supporting Organizations, Advantages over the Private Foundation”, to be published February 99, Conspectus Current.

Robert E. Bourne assists clients with Elder Law, Medicaid, Estate Planning, Trusts, Wills, Powers of Attorney, Charitable Planning, Probate & Estate Administration, Tax Planning, Business Law, Entity Formation, and Succession Planning by meeting with our clients in Midland, Saginaw, Bay City, Flint, Traverse City, Lansing, Ann Arbor as well as all Michigan counties: Alcona, Alger, Allegan, Alpena, Antrim, Arenac, Baraga, Barry, Bay, Benzie, Berrien, Branch, Calhoun, Cass, Charlevoix, Cheboygan, Chippewa, Clare, Clinton ,Crawford Delta, Dickinson, Eaton, Emmet, Genesee, Gladwin, Gogebic, Grand Traverse, Gratiot, Hillsdale, Houghton, Huron, Ingham, Ionia, Iosco, Iron, Isabella, Jackson, Kalamazoo, Kalkaska, Kent, Keweenaw, Lake, Lapeer, Leelanau, Lenawee, Livingston, Luce, Mackinac, Macomb, Manistee, Marquette, Mason, Mecosta, Menominee, Midland, Missaukee, Monroe, Montcalm, Montmorency, Muskegon, Newaygo, Oakland, Oceana, Ogemaw, Ontonagon, Osceola, Oscoda, Otsego, Ottawa, Presque Isle, Roscommon, Saginaw, Sanilac, Schoolcraft, Shiawassee, St. Clair, St. Joseph, Tuscola, Van Buren, Washtenaw, Wayne, Wexford counties.