Ask David Mammel why he chose estate planning and administration as his career, and he’ll say it goes back to his physician father’s death from cancer. More to the point, it was what his family’s estate planning attorney didn’t do that spurred him.
He recalls that even though a financial plan was in place for his mother, this attorney was unresponsive, often failing to return messages for weeks while charging exorbitant rates.
“As a result, my mother’s mourning was compounded by financial frustration arising from an attorney who didn’t care,” David recalls. “That experience has driven me to work with my clients’ interest first.”
David’s nearly three-decade career in estate planning involves crafting and administering wills, trusts, and probate matters, as well as defense of medical malpractice and civil lawsuits. He is licensed in both Michigan and Indiana, as well as select federal districts.
He cites compassion, organization, and drive as the most crucial characteristics for his livelihood.
“Creating plans for my clients isn’t just a matter of preparing a set of documents,” David explains. “I work closely to first define their needs and goals, then implement them by ensuring their assets are properly funded into their trusts. Doing so means wealth preservation and family financial security, while avoiding probate court on death.”
As part of his practice, David serves as Special Fiduciary at the Oakland County Probate Court, handling guardianships and conservatorships of those who require court supervision.
David holds a Certificate of Completion in the areas of Probate and Estate Planning issued by the Institute of Continuing Legal Education and the Probate and Estate Planning Section of the State Bar of Michigan. He also is dedicated to educating the public on issues in estate planning, including providing assets and care for loved ones, limiting taxes, and establishing health care protocols.
With respect to defense litigation, David has successfully defended numerous lawsuits through dismissals or “no cause” jury verdicts.
Outside of his estate planning practice, David is highly active at Lutheran Church of the Redeemer in Birmingham, Michigan, where he is a church elder and served as its president. David enjoys playing and watching sports and has a strong interest in performance arts, inspired by his children’s involvement over the years.