Michael Lum

Director, J.D.

+1 (972) 748 0135

Michael is a tax director with Baker Tilly in the national tax operations group. He has a diverse background working with high-net-worth individuals spanning more than a decade.

Before joining Baker Tilly, Michael worked in wealth management as a senior wealth planning strategist at a top bank. Before that, Michael practiced law in the Dallas office of an international law firm and a boutique estate planning firm in Las Vegas.

Michael has extensive experience with developing estate and wealth transfer plans and reviewing and drafting legal documents. Michael also has experience in representing beneficiaries and fiduciaries in trust and estate litigation.

Prior to becoming an attorney, Michael worked for over a decade in bank operations and lending.

Experience

Designs and implements comprehensive estate and wealth transfer plans for high-net-worth clients
Provides detailed education on the various estate and wealth transfer planning strategies
Helps clients set up and structure their family offices
Assists clients with gift tax reporting
Connects clients to other firm professionals and collaborates with those professionals to provide holistic advice
Advises clients on pre- and post-sale transactions
Advises on trust administrations
Researches complex gift and estate tax issues and succinctly conveys the results of that research to clients in a comprehensible fashion

Thought leadership

E-book: "The basics of estate planning”
“Boost family wealth with dynasty trusts”
“Spousal lifetime access trusts offer flexibility in asset protection and estate planning”
“Plan your estate before it’s too late”