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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.
Representative Client
Work
- Retained by counsel
for taxpayer to handle an IRS estate tax audit seeking
over $1,000,000 in taxes, interest and penalty. The
matter was resolved with an $800,000 tax savings to
the client.
- Represented a taxpayer
on appeal from an IRS estate tax audit seeking $750,000
in tax, interest and penalty. The matter was resolved
with a refund to taxpayer.
- Represented a trustee
in a removal petition for a trust with assets in excess
of $1,000,000. The case was dismissed with prejudice.
- Represented beneficiaries
in an undue influence claim seeking more than $1,000,000.
The matter was resolved with the petition being withdrawn.
- Implemented a post-death
estate plan strategy to secure tax savings for a spouse
and family, resulting in a $500,000 tax savings to
the family.
- Implement beneficiary
controlled trusts, in which the beneficiary has all
the rights, benefits and control over trust property
that a person has with outright ownership. However,
the trusts provide tax, creditor, predator and divorce
protection.
- Implement numerous
special needs trusts for disabled and elderly clients
to secure an inheritance and prevent the impoverishment
of community and/or their surviving spouse.
- Represented numerous
individuals prior to and following marriage to secure
marital estates.
Professional
Affiliations
- Metropolitan Financial
and Estate Planning Council of Detroit
- North Oakland County
Board of Realtors
- Oakland County Bar
Association (Member, Probate and Trust Committee)
- State Bar of Michigan
(Probate and Trust Law Section)
- State of Michigan
Real Estate Broker
- American Bar Association
(Probate and Trust Law Section)
- Wealth Counsel L.L.C
Community
Involvement
- Financial and Estate
Planning Council of Oakland County (former director)
- National Network
of Estate Planning Attorneys (former member)
- International Association
of Financial Planner (former director)
Publications
and Lectures
- “Why Every Person
Needs an Estate Plan,” Plunkett & Cooney
Business Advisor Newsletter, April 2006
- “From the Basic
to the Complex: Strategies to Confound Creditors and
Conserve Your Wealth,” Ophthalmologist Group
Seminar, Farmington Hills, MI, April 2006
- “Why Every Person
Needs an Estate Plan,” Plunkett & Cooney
Healthcare Industry Newsletter, October 2005
Publications
Why
Every Person Needs an Estate Plan
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Areas of Practice
Banking, Bankruptcy &
Creditors' Rights Law
Business Enterprises Law
Estate Planning
Family Law
Financial Services Liability
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