James L. Moore, JD; CExP; CEPA
Counsellor At Law | Law Offices of James Moore, PC
James L. Moore, JD, Counselor at Law, principal and founder of The Law Ofﬁces of James L. Moore, PC, is known as the “expert’s-expert.” Moore’s reputation as a practical problem solver and bottom-line communicator provides an environment that allows him to connect with the audience due to his extensive personal, legal, and practical business experience. Moore has 30 years of experience as an estate planning, business succession, and tax attorney helping hundreds of clients plan for, protect, and preserve their personal estates and businesses. Moore’s focus provides a proven system that allows individuals and business owners to pass along their wisdom and legacy values with their wealth and business.
As a Senior Contributing Fellow with the National Network of Estate Planning Attorneys and a former member of the National Advisory Council of the US Small Business Administration appointed by then President Ronald Regan, Moore is a sought-after speaker and legal strategist. He has spoken to groups of tax, legal, ﬁnancial, and other business professionals ranging from small business owner retreats to 5,000 participant weekend personal development seminars.
Moore obtained his Juris Doctorate after completing a tour of duty in Vietnam as a Marine Corp infantry ofﬁcer. Since then, he has added to his professional education by obtaining the Advanced Estate and Business Succession Planning designation through the National Network of Estate Planning Attorneys. Moore has also earned the CExP designation (Certified Exit Planning Professional) from the Business Enterprise Institute and was recently selected by the State Bar of Michigan as a “Master Lawyer.”
TOPICS OF INTEREST TO BUSINESS OWNERS
- Stage 2 Business Solutions™ Objective Review
- Strategic Planning for Business Owners
- Tax Reduction Strategies
- Succession Planning Strategies
- Advanced Estate Planning Strategies
- Family and Business Wealth Protection Planning
- Business Relationships, Roles and Succession
- Blueprinting Client-Centered Counseling and Design Programs
Richard Kerbawy JD
“A servant’s heart.”
Richard Kerbawy has served the Mid-Michigan community for more than four decades. He was an Assistant Ingham County Prosecuting Attorney for four years before being appointed Chief Attorney Referee for the Ingham County Circuit Court Family Division, where he heard abuse and neglect, delinquency and custody cases for 23 years. He has decades of serving as faculty for the Michigan Supreme Courts Judicial Institute, Lansing Community College’s Police Academy, the State Court Administrators Office and Children’s Charter for the Courts of Michigan. Richard has also served on the Board of Director’s of the Boys and Girls Club of Lansing for over 38 years as well as many other community boards. Richard will serve your legal needs.
COMMENTS FROM PARTICIPANTS
“I gave the presentation a ‘9’ on a scale of 1 to 10 in terms of clarity and practical and useful content.”
Jeff Rodgers, President and CEO;
Matrix Manufacturing, Inc.
“We found Mr. Moore’s presentation “Stage 2 Business Solutions”™ to be of tremendous value in getting us to “begin the planning process”. Great job!
Matt Metzger; COO,
Metzger Trucking, Inc.
“Prior to attending the workshop “The Truth About Estate Planning In An Era of Tax Reform “ we were both confused and concerned about a lot of information we thought we knew in this area especially things we had been told regarding what Mr. Moore calls “family and business wealth protection planning” and “business succession planning”. The workshop provided clear, down to earth ideas and strategies and a clear path to follow”.
Cathy Gildner, CFO,
Cheboygan Cement Products, Inc.