Attorneys & Counselors

Jamie Barwin

Senior Counsel

Phone: 248.205.2766
Office: Bloomfield Hills, Michigan

Jamie Barwin

Jamie Barwin

Senior Counsel

Phone: 248.205.2766
Office: Bloomfield Hills, Michigan

Practice Areas:

Jamie Barwin is an attorney and a CPA devoted to helping clients achieve their goals.  Jamie is part of Strobl Sharp’s Trust and Estate Practice Group and she serves a wide range of clients from middle-class individuals through ultra-high net worth families and is able to provide all of her clients with a unique perspective given her diverse background in accounting, taxation and law.  Jamie counsels clients on life-time and post-mortem estate planning, including trust planning and charitable planning, as well represents and advises fiduciary and beneficiary clients on estate and trust administration, including probate.

Jamie has spent 7 years in Big 4 public accounting, most recently managing private clients in the Deloitte Tax private wealth group as a tax attorney in the era of Tax Reform and also auditing private equity firms and hedge funds, and performing buy-side due diligence as a transaction advisory senior associate.  Jamie began her legal career at family law firm Grund & Leavitt, P.C., in Chicago, where she worked for 3 years, and then became an estate planning attorney at Sugar Felsenthal Grais and Hammer.  She also spent a number of years in the position of Controller at the family office of a prestigious Chicago family.

Experience

  • Drafts wills, trusts, powers of attorney and other documents to achieve client estate planning goals.
  • Represents fiduciaries and beneficiaries with all aspects of the administration of estates and trusts, including probating wills, handling intestate estates, and estate tax returns following the death of a decedent or settlor.
  • Advises clients and implements various estate planning practices designed to minimize estate taxes, including techniques designed to shift wealth down to future generations. Prepares the requisite documents and necessary gift and generation-skipping transfer tax returns to effectuate such planning.
  • Advises clients on charitable planning and charitable organizations, including both public charities and private foundations.
  • Counsels individuals on their legal rights prior to marriage and thereafter and drafts pre-marital and post-marital agreements.

Community Organizations

  • Lakes Area Chamber of Commerce

Published Articles/Seminars

  • Featured interview by Gary Heldt on podcast, “Grow Your Business and Grow Your Wealth”, 2020
  • Blog Article, “High-Income Non-Filers Have Been Identified by IRS”, 2020
  • Blog Article, “Estate Planning in the Time of COVID-19”, 2020
  • Newsletter Article, “CARES Act and Michigan Relief Guide for Business Owners”, 2020
  • Seminar, Lakes Area Chamber of Commerce, “Estate Planning and Administering and Estate During COVID-19”, 2020
  • Seminar, Deloitte Tax, “Introduction to Individual Income Tax”, 2019

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