20+ years

Contributed to Michigan's renewable energy reform package, which overhauled the state's siting process for utility-scale wind, solar, and storage projects and established a clean energy standard of 100% by 2040.

Contributed to Michigan's public safety legislation package addressing firearm background checks and safe storage requirements.

Secured one of Michigan's largest housing grant appropriations on behalf of an economic development client, enabling substantial new attainable housing development and directly addressing a critical regional housing shortage.

Negotiated over $40M in capital outlay renovation and maintenance projects.

Planned legislative event for New York private equity firm to promote public-private partnership relationships in Michigan and to develop relationships with department directors, the Governor's office, and the Legislature.

Negotiated $120M multi-year contract with Department of Management and Budget for client.

Negotiated $100M contract extension for with Department of Management and Budget and developed strategic plan to position client for winning bid in state data warehouse contract.

Worked with Michigan Governor's Office, Legislature, Attorney General's Office, and state departments on joint projects, legislative proposals, and programs affecting DMB priorities; responsible for legislative and legal oversight of DMB's agenda including the Michigan State Fair, Office of the Children's Ombudsman, Veterans Memorial Commission, and Law Enforcement Memorial Commission.

Worked with Legislature, governor's legal counsel and various interest groups to craft legislation enabling transfer of Michigan State Fairgrounds from Department of Agriculture to Department of Management and Budget.

Successfully developed and implemented strategy for legislative approval of construction of the new Michigan State Police Headquarters.

Mediated landlord contract disputes between Department of Management and Budget Real Estate Division constituent landlords and key state officials.

Responsible for relationship development between Department of Management and Budget staff and Legislative members of Joint Capital Outlay committee.

Assists environmental and mining companies build relationships with Michigan's legislature and the governor's office.

Citizens Research Council of Michigan, Director

UM Sparrow Health System, Board Member

Lansing Regional Chamber Public Policy Committee, Member

MI-ACE Public Policy Committee, Member

National Black Professional Lobbyists Association, Member

15-20 years

Successfully secured recent state approval of the largest public and private partnership for a 45 block redevelopment in Detroit, including a world class event center and mixed use development, valued at $650 million;

Helped design and execute a successful strategy to expand early childhood funding, including $65 million in additional funding opportunities for 14,000 preschoolers to attend Great Start Readiness Program (GRSP);

Successfully achieved approval of KENO for the Michigan State Lottery, which has generated hundreds of millions of dollars into the school aid fund;

Recently negotiated an economic development package with the MEDC to allow for a $100 million expansion, creating 1,000 new jobs for a Mid-Michigan based client;

Played an instrumental role in reshaping debate and the political environment on behalf of a major business organization by helping pass key policy initiatives which include: major business tax restructuring and incorporating fiscal discipline and performance metrics;

Obtained Legislative authority for the start up of the Biosciences Research & Commercialization Center at Western Michigan University including $10 million in state start up funds, creating over 33 life science companies, 240 high tech jobs and leveraged an additional $160 million in private sector investment;
Helped negotiate an incentive package, on behalf of a large international IT company, with the State of Michigan to bring a unique global software development center to the campus of Michigan State University, creating over 500 jobs to date;

Effectively secured hundreds of millions of dollars in capital outlay projects for our university and community college clients;

Assisted several clients in successfully navigating through the procurement process in areas such as Michigan State Lottery, Department of Corrections, IT, and Real Estate, resulting in several hundred million dollars in opportunities;

Negotiated a comprehensive economic development package for an international client, including infrastructure dollars for $84.4 million in investment in 1,600 new jobs in West Michigan;
Facilitated the donation of a retired 747 Jetliner from a major airline to a university client's aviation and engineering programs for the training of future pilots and engineers;

Secured $100 million in state funding for the construction of the McNamara Terminal at Detroit Metropolitan Wayne County Airport;

Passed legislation that raised the cap that a Michigan based beer manufacturer could produce each year, allowing it to continue to grow and invest in southwest Michigan while hiring dozens of new employees.

Bret Marr joined MHSA in 2003, and became a member of Muchmore Harrington Smalley & Associates, LLC in 2015. Prior to that, he successfully served as Director of Legislative Affairs for former Governor John Engler. Bret served as the primary contact between the Michigan Legislature and Governor Engler on legislative and appropriations issues. Bret coordinated Michigan's electric restructuring plan in the Legislature as well as the rewrite of Michigan's Telecommunications Act. He also shepherded numerous changes to Michigan's tax structure, including a rewrite of the Brownfield program and streamlining of the tax reverted property process.

Consistently voted one of Lansing's top lobbyists, Bret's focus is now on hospitality, healthcare, transportation and general business issues. He also manages several appropriations issues for MHSA's clients. In recent years, he has successfully secured funding for the Detroit Super Bowl XL Host Committee, state approval of a new events center in the City of Detroit and directed the efforts of a coalition moving Michigan's school start date to after Labor Day.

Prior to serving Governor Engler, Bret was Director of Government Affairs for the Michigan Restaurant Association (MRA). He served as the MRA's Lansing and Washington, D.C. lobbyist and coordinated a strong grass roots program. Bret began his career in the Michigan Senate as Communications Director for the Chair of the Education Committee. While a Senate staff member, he served as policy advisor to the Appropriations Committee and advisor to the Economic Development and Financial Services Committees.

Bret graduated with a bachelor of science in Public Affairs Management from Michigan State University and received his Master's of Public Administration, also from MSU, where he graduated with honors. He served on the Michigan Travel Commission and is a member of the Michigan Political History Society. He also coaches youth soccer and hockey.

Bret is married to Jenna and resides in Okemos with their three children.

6-10 years

A native of Michigan's rugged, beautiful Upper Peninsula, Matt joined Karoub Associates in 2011 after serving eight years on legislative staff for a former State Senator and Senate Minority Leader. He holds degrees from Western Michigan University, Gogebic Community College, and is a 2005 Fellow of the Michigan Political Leadership Program (MPLP) at Michigan State University.

An avid golfer, musician, and NASCAR enthusiast, Matt and his wife Rebecca reside with their son in Okemos.

The TAG network consists of the top lobbying firms across the US, public affairs specialists in various countries and specialty services.

US Members:
50-States
DC Council
US Congress

International:
Profile Consulting (Aust) Pty Ltd (Australia)
Tactix (Canada)
Monarch Global Strategies (Mexico, Central & South America)
Kesarev (Russia, CIS, Central Asia, Central & Eastern Europe, Turkey & Israel)
Instinctif Partners (United Kingdom & the European Union)

Specialty members:
Five Corners Strategies (Grassroots Advocacy & Public Affairs)
FOCUS, a Leonine Business (50-State Legislative & Regulatory Tracking & Analysis)
Select Litigation (Jury Selection)
Bullpen, LLC (Market Entry Strategy)
The Virtuous Cycle Collaboratory (Social Enterprise Business Development)
Law Offices of Mitchell D. Gravo, Inc. (Specialty Member)

20+ years

Previously, Kevin served as the Director of Government Relations for the Michigan Chamber of Commerce -- one of Michigan's premier trade associations. As Vice President for the Grand Rapids Area Chamber of Commerce, Kevin advised business leaders from some of Michigan's largest companies, philanthropic community and non-profit associations.

Honored to serve State Representative Ken Sikkema (R - Grand Rapids) and U.S. Senate campaign of the Honorable Spencer Abraham, Kevin has deep roots in the legislative and political process.

A native of Ironwood, Michigan. Kevin graduated with honors from Michigan State University with a Masters Degree in Labor & Industrial Relations and received a BS in Political Science degree from Western Michigan University.

20+ years

Tim provided a long sought-after voice to retirees in the Retired Detroit Police & Fire Fighters Association. He and his team successfully fought unions, the City of Detroit, and the pension board's opposition to amend decades-old state law. The association spent 25 years trying to obtain representation on its pension board through litigation and city charter amendment to no avail. Tim and his team did it in a fraction of the time.

Prior to becoming president of MLC, Tim was appointed as Governor John Engler's Campaign Manager to manage his 1998 re-election campaign, after having worked in the Governor's office as Director of External Affairs and Deputy Director of Public Affairs. Former positions also included stints in the Michigan House and Senate, Oakland County government and Senior Director of Government Affairs of the Michigan Credit Union League.

Evelyn (Evie) Zois Sweeney joined MHSA in 2011. Evie previously lobbied on behalf of a multitude of corporate, non-profit and municipal clients at Dykema Gossett, PLLC. She has extensive experience with state procurement, local government and the appropriations process, specifically higher education, capital outlay, corrections and general government.

Prior to joining Dykema, Evie served as a legislative assistant to the Senate Appropriations Chair and Clerk for the Senate Appropriations Committee and Joint Capital Outlay Subcommittee. In addition to shepherding legislative agendas through the process, she was responsible for monitoring several departmental budgets, including corrections, community health and general government.

Evie is a 2004 graduate fellow of Michigan State University's Michigan Political Leadership Program, a multi-partisan leadership training program. Evie also serves as co-chair of the gift acquisition committee for the Children's Trust Fund, is involved with Habitat for Humanity and serves on the Michigan Political Leadership Program's Finance Committee. Evie also had the privilege of working on Governor Rick Snyder's 2011 Inaugural Executive Committee.

Evie graduated from Michigan State University's James Madison College with honors and earned a bachelor of arts degree. She was a double major in International Relations and Sociology. Evie also served as a research assistant at St. Peter's College, University of Oxford, Oxford England.

Evie and her husband Matt reside in DeWitt with their daughter and son.

Pat Harrington, President, co-founder and partner in MHSA, has led Michigan's "Number 1" multi-client lobbying organization for the past several years.. Pat's values-based leadership, creative problem solving skills and strategic counsel has earned him a Top 10 ranking as an individual lobbyist and has contributed to many significant policy and economic development successes in recent Michigan history. As a lobbyist, Pat was instrumental in the planning, development and passage of five historic pieces of legislation: the financing of the $400 million Cobo Hall Exhibition Center expansion project in Detroit; the $225 million Wayne County Solvency Act, which averted the bankruptcy of Michigan's most populous county and established the state's largest indigent healthcare program; creation of the Wayne County Stadium Act, which established a financing vehicle for the Detroit Tigers' Comerica Park professional sports facility; the enactment of the comprehensive water withdrawal statute for Michigan; and recently secured state-approval of the largest public and private partnership for a 45 block redevelopment in Detroit, including a world class event center, hosting the Detroit Red Wings, and mixed use development, valued at $650 million.

Pat also quarterbacked MHSA's strategic partnership with Nestle Waters North America Holdings Inc. to site a $150 million Ice Mountain spring water bottling facility in West Central Michigan. In addition, Pat helped negotiate a creative incentive package on behalf of a large international IT company with the State of Michigan. This brought about a unique global software development center to the campus of Michigan State University, creating nearly 500 jobs to date. Further, Pat recently negotiated an economic development deal with the Michigan Economic Development Corporation to allow for a $100 million expansion, creating 1,000 new jobs for a mid-Michigan based financial services client.

Pat holds a bachelor's degree with high honors from Michigan State University and a law degree from Western Michigan University's Cooley Law School. He has been a licensed attorney in Michigan since 1983, and is a member of the State Bar of Michigan. At age 24, Pat was one of the youngest persons to be elected to the Michigan Legislature, representing with distinction, Monroe County's 39th district. Pat was a successful lobbyist for ten years prior to forming MHSA. Pat is a member of the Michigan Fraternal Order of Police and the Michigan Society of Association Executives. He is also a longtime member of the Advisory Board and Finance Committee of the Michigan Political Leadership Program, the largest multi-partisan leadership-training program in the nation.

Pat and his wife Cindy have two grown sons, two daughter-in-laws and two grandsons, and reside in Okemos.

Malcolm Kletke joined MHSA in 2020. Malcolm previously held the position of Deputy Director of Legislative Affairs for Governor Whitmer, serving as the chief contact between the Michigan Legislature and Governor Whitmer on all legislative issues. He was involved in historic changes to Michigan's Auto No-Fault system, the Raise the Age package, sports-betting and online gaming legislation, Rebuilding Michigan Plan, and dealing with the COVID-19 response.

Prior to serving Governor Whitmer, Malcolm served as a policy analyst for the Michigan Senate Democratic Caucus. In this role he provided research, analysis, and policy advice on matters coming before the Transportation, Commerce, Natural Resources & Environmental Quality, and Agriculture Committees. He was also responsible for overseeing the Department of Transportation, Department of Environmental Quality, Department of Natural Resources, and the Department of Agriculture and Rural Development budgets. Malcolm began his career in the Michigan Senate working as a legislative assistant for then-Senate Minority Leader Gretchen Whitmer.

Malcolm holds a bachelor's degree in Political Science – Pre Law from Michigan State University.

Malcolm and his wife Alexandra live in Lansing.

ANDREW H. DOERR is an accomplished government affairs professional, bringing 20 years of lobbying, legislative and political experience to Dykema's Lansing office. At Dykema, he focuses on issues related to: energy, insurance, procurement, regulated industries, corrections, education, local government, nonprofit representation, the Liquor Control Code, licensing, gaming, taxation, procurement and matters dealing with the Department of State among others. He is experienced in review, analysis and drafting of proposed legislation and has testified before numerous House and Senate Committees.

Prior to joining the firm Mr. Doerr served as Deputy Legislative Director and Legislative Liaison for Secretary of State Ruth Johnson. In this role he served as a conduit to Secretary Johnson to both the legislature and the Governor's administration. He was responsible for the Secretary's legislative agenda, including legislative drafting, moving bills through the legislative process, and implementation. Andrew also spent eight years serving as Senator Alan Sanborn's (R-Macomb) Chief of Staff. Focusing on public policy related to the Senators role as Chairman of the Economic Development and Regulatory Reform Committee along with office and personnel management. During his time with Senator Sanborn he also helped manage numerous political campaigns.

Mr. Doerr came to Dykema with years of direct lobbying experience, having served as the Legislative and Political Director for the Michigan Credit Union League (MCUL). While there he oversaw the MCUL's legislative team and worked to promote legislation that benefited credit unions and their industry at both the state and federal level. He was also responsible for PAC fundraising, Grassroots coordination and member advocacy efforts.

0-5 years

As a firm, we were ranked one of the top multi-client lobby firms in the entire state by MIRS News in 2019.

Sam's time in the political realm began in 2012 as a volunteer for the Romney/Ryan campaign. He would go on to graduate from Michigan State University with a BA from James Madison College with a specialization in Constitutional Democracy. Throughout his time in college, Sam worked on numerous campaigns, such as former-state Representative Frank Foster's re-election, former-state Representative Aric Nesbitt's re-election, and former-state Representative Mike McCready's campaign for state Senate.

His professional career in Lansing began as the Constituent Relations Director for House Majority Floor Leader, state Representative Aric Nesbitt. After working as a Legislative Assistant for state Representative Beau LaFave in 2017, he then joined state Senator Tonya Schuitmaker's office. Sam served as Legislative Director for Senate President Pro Tempore, state Senator Tonya Schuitmaker, as well as on her campaign team during her convention fight for the Republican nomination for Attorney General.

Sam joined the firm in 2019 and lives in East Lansing currently.

11-15 years

Crain's Detroit Business named Sarah in their "40 Under 40" class as well as a "Woman to Watch" in recognition of her work on behalf of businesses in the Detroit region

At Acuitas, Sarah is well known for her collaborative approach to tough client challenges. Her network of contacts across non-profits and the business community provide clients access to much more than her knowledge and understanding of the legislative process.

Sarah's proactive approach to relationship-building with government officials begins long before they are sworn-in to office. The Acuitas team works to meet future public officials before they are overwhelmed by the work of Lansing and continues the relationship as they ascend to positions of leadership.

Prior to the Chamber, Sarah spent 3 years as a Legislative Assistant in the Michigan House of Representatives with former State Representative Willis C. Bullard Jr. (R - Highland Township).

Sarah received her Bachelor of Arts from the University of Michigan, Master of Public Administration from Western Michigan University and Master of Business Administration from the University of Michigan Ross School of Business.

She formerly served on the Board of Directors of the Public Affairs Council, the American Chamber of Commerce Executives, the Woodrow Wilson Centers' Canada Institute, and the University of Michigan Alumni Association.

Crain's Detroit Business named Sarah in their "40 Under 40" class as well as a "Woman to Watch" in recognition of her work on behalf of businesses in the Detroit region.

Sandi Jones joined MHSA in 1996 and became a member in 2003. She adds over 20 years of governmental and community relations experience to the MHSA team and is considered one of Lansing's top ten lobbyists and one of the most powerful female lobbyists in Michigan.

Specializing in appropriations, judiciary, mental health, long term care, law enforcement, criminal justice, and education issues, Sandi enjoys influencing change in the legislative and regulatory processes.

Sandi holds a bachelor's degree in Communications with a minor in Marketing and a Master's in Public Administration, both from Western Michigan University (WMU). She holds the distinction of being the first female to have served as the president of the student body at WMU. Sandi is a member of the Honor Society of Phi Kappa Phi, Pi Alpha Alpha National Honor Society for Public Affairs and Administration, the Michigan Political History Society, the American Society for Public Administrators and is a founding member of In Forum and The White House Project.

In addition to her education-related organizations and associations, Sandi is a member of the March of Dimes Board of Directors, the Michigan Society of Association Executives, the Michigan Fraternal Order of Police, and the Children's Trust Fund. She is currently Chair of the Public Affairs Committee for the Michigan Chapter of the March of Dimes. She has helped build homes for Habitat for Humanity and facilitates mock law-making sessions with the Michigan Youth Leadership Forum, a program to introduce high school students with disabilities to state government. She also sits on the Board of Directors of Montessori Children's House of Lansing and volunteers for various other youth initiatives, including her favorite, Impact Lansing.

Sandi and her husband John reside in Mason with their five children.

Adrian joined MHSA in 2002, and became a member of Muchmore Harrington Smalley & Associates, LLC in 2015. Prior to that, he served as the Assistant Vice President of Legislative Relations for the Michigan Economic Development Corporation (MEDC). Adrian collaborated with key stakeholders to improve Michigan's business climate with high profile legislation such as Next Energy and the establishment of the Broadband Authority. Adrian was also influential during the passage of legislation to create the Metropolitan Airport Authority Act, which was responsible for the building and modernization of the McNamara Terminal at Detroit Metropolitan Airport.

Respected as one of Lansing's top lobbyists, Adrian specializes in economic development, energy and technology, environmental, insurance, banking and tax policy issues. Recent accomplishments include the passage of legislation that gave Jackson National the ability to expand their business. Adrian secured state investment for the Farmers Insurance expansion and the JW Marriott Hotel, both in Grand Rapids. He has been instrumental in the last three business tax code rewrites and worked on legislation to standardize college entrance testing.

Prior to his work at the MEDC, Adrian was the Legislative Liaison for the Department of Management and Budget where he was responsible for securing funding to build the Hall of Justice, Constitution Hall and the Vietnam War Memorial. Adrian began his career working as a legislative aide for three state Senators, later serving as director of public affairs. Adrian also worked as the public events coordinator for the Senate Majority Leader.

Adrian holds a bachelor's degree in Communications and Sociology from Western Michigan University (WMU), where he graduated with honors. While at WMU, Adrian served on the Board to Review the President's Address on Racial and Ethnic Harmony.

Adrian and his wife Erin live in East Lansing with their four girls.

Greening of Detroit, Board Member (2023-Present)

iMPROve Health, Board Member (2022-Present)

Develop Detroit, Board Member (2022-Present)

Detroit Economic Growth Corporation, Board Member (2019-Present)

Chandler Park Conservancy, Board Member (2019-Present)

Mayor's Workforce Development board, City of Detroit (2018-Present)

Career and Educational Advisory Council, Member

Ron Stallworth is an attorney and lobbyist who bridges the gap between clients, the Michigan legislature and local governments. With a wealth of experience, he offers guidance on navigating intricate issues and legislative processes, particularly those that directly influence businesses across the state.

Ron is thoroughly committed to resolving challenges for his clients and leveraging legal frameworks to advance worthy causes that profoundly impact communities and individuals. His work centers on building coalitions and creating pathways for businesses to receive tax incentives, relocation opportunities and to obtain permitting and licensing that's imperative to the growth and expansion of Michigan commerce. Finding common ground among city governments and neighborhoods, residents, associations and block clubs – Ron forges equitable and harmonious relationships that foster cooperation, understanding and mutual prosperity for all stakeholders involved.

A Detroit native, Ron's roots run deep within the vibrant city, intertwining with its essence and shaping his profound connection to its culture, community and spirit. His expansive network connects him to an abundance of insight and expertise, ensuring he always stays at the forefront of both emerging and enduring public policy matters.

Prior to joining Warner, Ron was the senior manager of state and local public affairs for Stellantis where he oversaw a 10-state region and Wayne County, focusing on legislative policy and government affairs. His responsibilities included leading and developing coalitions with various stakeholders such as government officials, community college and public-school leaders, nonprofit and community organizations to achieve private and public investments with long-term transformative impact. He led strategies to mitigate costs and other roadblocks to economic development by ensuring corporate operational units aligned with local regulations and expectations of residents and other community leaders. Ron led several high-profile initiatives and secured economic development incentives, including training grants, tax credits and other programs to support operational needs at Wayne County manufacturing facilities. He also represented and advocated for the company's interests through lobbying strategies across Michigan and other states.

Before Stellantis, Ron founded and owned Stallworth & Associates, a firm that provided legal representation to corporations, small businesses, nonprofits and individuals in various civil proceedings. He also held positions as associate general counsel and vice president of government relations, associate vice president for the office of general counsel and director of government relations and associate attorney – all for Health Alliance Plan of Michigan.

Transition Director, Michigan Office of the Attorney General Elect, 2010

Assistant Attorney General, Michigan Office of Attorney General, 2011-2012

Environmental Advisory Rules Committee, Michigan Office of Regulatory Reinvention (Chair, Remediation Subcommittee) - 2011-2012

Collaborative Stakeholder Initiative, Michigan Department of Environmental Quality, 2012

Criteria Stakeholder Advisory Group, Michigan Department of Environmental Quality, 2014-2015

Landscape Architect Ad Hoc Committee, Michigan Department of Licensing and Regulatory Affairs, Bureau of Professional Licensing - 2020-present

Michigan Chamber of Commerce, Board of Directors (2024-26)

Hispanic Center of West Michigan, Board of Directors (2022-25)

Michigan Chamber of Commerce, Chair, Energy and Environment Committee (2021-Present)

West Michigan Air and Waste Management Association

National Brownfields Association

Republican National Lawyers Association

Gracefully navigating the intersection of law, policy and politics, Troy Cumings is a Warner partner and government affairs attorney who specializes in achieving solutions to complex and contentious government affairs issues. He has served as a primary advocate for some of the most polarizing and high-profile issues in Michigan over the past 10 years.

Troy is regarded as one of the lead proponents in the state on environmental policy, but has extensive experience with a myriad of other policy areas, including health care, child welfare, tax, economic incentives, labor, energy, mining, licensing, religious issues and banking. One of the top campaign-finance and election lawyers in the state, he regularly represents statewide candidates and ballot initiatives, local and state public officials, PACs, nonprofit entities and political parties.

Launching Warner's Government Affairs practice in 2007, Troy hasn't looked back, effectively bringing the lobbying strengths of K Street to Lansing. Most lobbyists in Michigan are not lawyers, which qualifies Troy somewhat uniquely to finesse the laws and policies that may impact businesses and organizations with a Michigan presence. His impact often transcends Michigan borders, reaching other states, Washington, D.C. or globally.

A recently administered "Kolbe A Index Test," which measures the instinctive way that individuals take action when they strive, confirmed Troy's somewhat rare "quick starter" quality. But his clients would confirm this and could speak to his ease in idea generation, as well as his strong relationship and consensus-building skills - all must-have attributes in a sought-after lobbyist. While Troy always plays to win, he effectively "plays well" with other lawyers and lobbyists. Wherever in Michigan, D.C. or well beyond, this is how successful business gets done - and Troy gets it done.

TRACY WINSTON is a Government Policy Advisor in Dykema's Lansing, Michigan office. Tracy has extensive experience in matters related to healthcare, insurance, automotive, no-fault, appropriations, and marihuana policy. Combining her unique experience between state legislatures, former legal practice, and municipal policy, Tracy brings a vast knowledge in tackling policy on all levels of government.

Prior to joining Dykema, Tracy supported the Democrat Caucus for the Michigan House of Representatives as a policy expert covering health care, human services, insurance, auto-no fault, behavioral health integration, and the Michigan Department of Health and Human Services Budget. Simultaneously, Tracy chaired the Lansing Marihuana Commission; the appeals body for local marihuana disputes. Tracy served as the policy lead on controversial issues such as Medicaid work requirements, no-fault reform, and the House C.A.R.E.S. task force. Previously, Tracy served the State of Texas of House of Representatives as a Committee Director and advised on issues related to veteran affairs. Prior to her legislative work, Tracy worked in private practice with a focus on family law, estate planning and business formations.