Matthew Ferri, J.D., M.B.A., is a licensed attorney in the State of Michigan.  During law school, Matt focused his studies on business law while simultaneously earning his MBA.  Shortly after graduation, Matt started his own firm with the goal of helping individuals and their families develop estate plans that work.  Matt’s primary practice areas include estate planning, business formation and succession planning, and wealth transfer planning.


He earned a certificate in Probate and Estate Planning from the Institute of Continuing Legal Education.  Matt continues his legal education by attending the National Network of Estate Planning Attorneys’ semi-annual collegiums. This is an experienced, cutting-edge group of forward thinking lawyers who collaborate and educate on the latest estate planning laws and techniques.  He is VA accredited and is an instructor for Certified Financial Planner (CFP) programs and Insurance continuing education credit.  He offers several programs that discuss ILITs, qualified plans, and estate planning.


Matt lectures frequently both locally and nationally.  Locally, he has spoken to various groups on estate planning related topics such as disability planning, estate planning for women, and using powers of attorney. He also holds monthly estate planning workshops at his office titled The Truth About Estate PlanningTM. Nationally, he presented on: Digital Assets, how to protect them and how to transfer them to family members, Providing Value to Financial Advisors, and Generational Issues in Marketing.


Matt is a member of the National Network of Estate Planning Attorneys,


Education:

  1. University of Detroit Mercy School of Law, JD

  2. University of Detroit Mercy College of Business Administration, MBA

  3. John Carroll University, BSBA Finance


Admitted to Practice:

  1. State of Michigan

  2. U.S. District Court for the Eastern District of Michigan

  3. U.S. Bankruptcy Court for the Eastern District of Michigan

  4. VA Accreditation


Memberships:

  1. State Bar of Michigan

  2. Probate and Estate Planning Section

  3. National Network of Estate Planning Attorneys

  4. Member Input Board

  5. Michigan Forum of Estate Planners

  6.   President

  7. Italian American Bar Association of Michigan

  8. Sterling Heights Regional Chamber of Commerce & Industry


Susan Goodman



Is our client service coordinator. 


Annie



Annie is our beloved Chief Canine Officer. She ensures all clients are welcomed properly.










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Matthew Ferri

Our Team