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Kirk D. Falvay
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Kirk D. Falvay
Falvay Marcus & Weston, PC
74 W. Long Lake Road
Suite 203
Bloomfield Hills, MI 48304
Phone: (248) 642-5535 | Fax: (248) 645-1128
http://www.falvaylaw.com
Affordable and Professional Estate Planning.
Legal Topic
Wills, Trusts & Estates
Preferred New Clients
Individuals and business owners.
Sub-Categories
Taxes
- Estate Taxes & Gift Taxes
- Charitable Giving
- Charitable Trusts
- Drafting Trusts
- Drafting Wills
- Estate Administration
- Estate Planning
- Living Trusts
- Living Wills
- Asset Protection
- Guardianship
- Business Succession Planning
- Special Needs Trust
- Supplemental Needs Trust
- Revocable Trust & Irrevocable Trust
Bar Admissions
MI, Dec 1972
Bar Number: P13282
Other Court Admissions
All Michigan Courts; U.S. District Court; U.S. Court of Appeals.
Association Memberships
State Bar of Michigan; Oakland County Bar Association; WealthCounsel.
Continuing Education
I take continuing legal education courses offered by the Institute for Continuing Legal Education concerning estate planning, business and real estate. I also attend courses offered by WealthCounsel, and participate in Comerica Bank's bi-monthly video teleconferencing seminars on estate planning topics.
Example Cases
Well over one hundred estate plans were set up for clients who since died. Subsequent to virtually all of their deaths, their families have been able to settle their estates without probate, or the payment of any federal, state, or local taxes.
Education
Degree:
Juris Doctorate
School:
Indiana University
City:
Bloomington
State:
IN
Year:
1972
Degree:
Bachelor of Science
School:
Miami University
City:
Oxford
State:
OH
Year:
1969
Focus and Accomplishments:
Majored in Business Administration in Pre-law.
Number of Attorneys
3
State Licensed In
Michigan
Firm Focus and History
Our firm provides state-of-the-art estate planning services ranging from average estates to complex estates. We assist our clients in creating estate plans which will minimize taxes and expenses, and avoid court proceedings. We help clients set up new businesses in the form of limited liability companies and corporations, and handle their company's legal matters. We have extensive background in real estate matters. We assist in all areas dealing with real estate, including sale or purchase without agents and brokers.
I founded the firm in 1974. Kari Marcus and Trevor Weston joined the firm in 2005. Falvay Marcus & Weston has continually maintained offices in Bloomfield Hills and Ortonville since 1977.
Previous Employment Summary
I was employed by Lawyers Title Insurance Company and was a licensed real estate broker. I was formerly an assistant prosecuting attorney for Oakland County.
Activities and Awards
During law school, I was involved in Student Legal Services providing pro bono legal services to undergraduate students. I participate in the lawyer referral program offered to AARP members. I am listed in Madison's Who's Who, Who's Who of American Professionals, and in Outstanding Lawyers in America. I am rated AV by Martindale-Hubbell, their highest rating.
What is your opinion regarding clients educating themselves on legal issues?
I think it is important that my clients understand the legal issues involved in their cases. Many times they can gain a basic understanding of these issues by research on the internet or in self-help books. A better informed client helps me guide them through their situation.
Are you willing to review documents prepared by clients?
I will review documents prepared by my clients. Many times their documents are well-prepared. Other times, my legal assistance is advised. I believe that if a client desires a trust, it should be prepared by an attorney.
Are you willing to coach clients who want to represent themselves?
I will help clients represent themselves in legal matters, and provide ways they can minimize their legal costs and expenses.
Why did you decide to be a lawyer?
I became a lawyer because I enjoy working with people. Laws are always changing, and the challenge of staying current with those changes is rewarding. There is great satisfaction in having people use my services as clients for many years, and being able to call me as a friend to answer their questions.
What work experience and education helps you be a better lawyer?
My background makes me well-suited to work in the areas of law in which I am engaged in. I was trained and licensed as a life insurance agent, and as a real estate broker. My undergraduate studies were predominately in business. Dealing with people from all walks of life have made me uniquely qualified to relate well personally with all types of individuals.
Why did you decide on your primary area of practice?
Estate planning suits the personalities of all of our attorneys well. We enjoy helping people plan for their future and making life better for their families, minimizing expenses and conflict. Our firm does not engage in litigation. We prefer to help people avoid litigation, and to establish friendly, positive relationships with our clients.
What do you like best about your career?
Being an attorney affords a unique opportunity to help people. Our attorneys enjoy being part of a small firm which enables us to develop close personal relationships with many individuals and families.
Tell us about your law firm:
Each attorney in our firm is enjoyable to work with and has an outgoing and pleasant personality. Our legal assistant, Lori Middleton, has been with the firm for 17 years, is friendly to all clients, and has a wealth of knowledge. Our administrative assistant, Lynn Cox is friendly and knowledgeable.
What are your strengths and style?
I have a unique ability to communicate with my clients in a way which enables them to understand the concepts which are being explained. I enjoy getting to know my clients beyond their legal issues, and letting them share information about me and my family and background.
Personal Interests:
I enjoy outdoor activities, including golf and snow skiing. My wife and I enjoy travel and entertaining friends and family. We enjoy cultural events such as theatre, museums and live musical events.
Office Manager/Assistant
Lori Middleton
Fax
(248) 645-1128
Office Hours
Monday through Friday
9:00 a.m. to 5:00 p.m.
Evenings and Saturdays by appointment.
Emergency After Hours
Yes
Additional Offices
Ortonville, MI
875 S. Ortonville Rd.
Ortonville, MI 48462
(248) 627-2808
Fixed-Price Services and Fees
a) We have fixed-price fees for estate planning. All fees include durable powers of attorney, powers of attorney for health care and ancillary documents which supplement the plan:
Individual trust: $1,500
Married couple trust: $2,500
Will and Powers of Attorney: $750
b) To establish a single owner limited liability company: $500
c) To set up a single owner corporation: $700
Hourly Rates
Hourly fees are charged at the rate of $250 for services such as real estate matters, court matters, probate or trust administration, or formation of multi-owner businesses. For complex estate planning projects, a set fee is established on a case by case basis.
Free Initial Consultation?
We offer a free consultation to all new estate planning clients for up to one hour. There is no initial fee for new clients to review their case or legal issue.
Typical Retainer
On our estate planning matters one-half of the fee is paid as a retainer, and the balance is paid on completion. A retainer fee is paid on all hourly fee cases determined on the basis of the anticipated work involved.
Nolo's Licensing Check
Attorneys have passed a licensing check. Nolo has confirmed that every member attorney has a valid license and is in good standing with the applicable bar associations upon joining the directory.
Directory lawyers are required to notify Nolo immediately if they become the subject of any disciplinary action by any bar association.
