Reviews

Everyone is still talking about the event...
You have this wonderful way of imparting information in an easy,
understandable and entertaining style. Your handouts are terrific!...
We are really grateful for your participation in our planned giving activities.

Lorri M. Greif
National Director of Planned Giving
Women's American ORT

An outstanding presentation!
You were masterful at simplifying complex [estate planning and planned giving]
topics, and illustrating planning opportunities through your skillful use of
magic kept everyone's attention. As a non-profit, I was most impressed
with the time you took to get to know us, and your ability to create
linkage with our donors and potential donors by highlighting
our organization, its mission, and its needs.

Rick Lowenstein, President
Gleaners Community Food Bank of Metropolitan Detroit

"One of the best presenters you have ever had!"
"One of the best, if not THE best, speaker I've seen at a legal seminar."
"Really knew his stuff and gave great examples."
"Would like to see him do more."

Participant reviews of a recent seminar on Estate Planning for Second Marriages,
presented for the Institute of Continuing Legal Education

I wish I had a penny for every time your presentation
[to our joint Boards of Directors] has been commended...
People were moved by your organization,
your deliberate sincerity, and your commitment!

Bradley Host
Past President
Goodwill Industries Foundation

Your planned giving presentation to our overflow crowd was wonderful!
The group had varying degrees of financial sophistication.
Not only did you satisfy the needs of all the participants
-- as evidenced by the great evaluations --
but your presentation was humorous and entertaining.
You are really knowledgeable on topics of estate planning and able
to convey the information is a manner which is readily understandable.
We've had several requests to bring you back to Ann Arbor for more!

Judith Lax
Endowment Director
Washtenaw Jewish Community Endowment Fund