Michael Lum

Michael Lum

Director, J.D.

+1 (972) 748 0135

Leave a messagearrowCreated with Sketch.

Michael is a tax director with Baker Tilly’s national tax operations group. Michael is a former practicing estate planning attorney. He joined Baker Tilly from the Wells Fargo Private Bank, where he was a senior wealth planning strategist. In that role, he advised high and ultra-high-net-worth clients on estate and wealth transfer planning.

Prior to Wells Fargo, Michael worked in the Dallas office of the international law firm of Foley & Lardner, LLP (formerly Gardere Wynne Sewell, LLP), and before that at the boutique estate planning firm of Jeffrey Burr, Ltd. in Las Vegas, Nevada.

In addition to his legal experience, Michael has over 10 years of banking experience.

  • Designed and implemented estate plans for high and ultra-high-net-worth clients
  • Advised on trust administrations
  • Represented fiduciaries in trust litigation
  • Researched complex gift, estate, and goods and service tax (GST) issues

Location

Dallas – Plano, TX

Education

University of Nevada – Las Vegas
Doctor of Law (J.D.)

University of Nevada – Las Vegas
Master of Science, accounting with an emphasis in tax

University of Nevada – Las Vegas
Bachelor of Science, finance

Expertise

Michael's upcoming events