Shareholder
Attorney
Location: Battle Creek, Michigan
Phone: (269) 965-7000
David P. Lucas is an attorney and shareholder of the Firm. He was born in Grand Rapids, Michigan in 1957. He received his A.B., summa cum laude from Albion College in 1979, and his J.D. from the University of Michigan Law School in 1982. David practiced law in Detroit and Grosse Pointe, Michigan before returning to his “hometown” of Battle Creek and joining the Firm in 1989.
David’s areas of concentration are estate planning, estate administration, business entities, employee benefits, and taxation.
David is the Chairperson of the Probate and Estate Planning Section of the State Bar of Michigan, and a member of the American Bar Association, State Bar of Michigan and the Calhoun County Bar Association. He is also a member of the Employee Benefits, Taxation, and Probate and Estate Sections of the State Bar of Michigan and the Taxation and the Real Property, Trust, and Estate Planning Law sections of the American Bar Association. David is the former President of the Calhoun County Estate Planners Council and serves as a board member and legal counsel for various non-profit organizations.
He has lectured on estate planning, employee benefits, and corporation matters in addition to authoring articles titled, “New Regulations Give Guidance on Making Loans from Qualified Retirement Plans”(1990); and “Low Interest and Interest Free Loans” (present); and co-authoring “Who Should Control Investment of Retirement Plan Funds” (present).
David and his wife, Catherine, reside in Battle Creek.
Year Joined Firm
- 1989
Areas of Practice
- Employee Benefits
- Estate Planning
- Corporations
- Probate
- Taxation
Bar Admissions
- Michigan, 1982
- U.S. Federal Court, 1982
Education
- The University of Michigan Law School, Ann Arbor, Michigan
- J.D. – 1982
- Albion College, Albion, Michigan
- A.B. summa cum laude – 1979
- Calvin College, Grand Rapids, Michigan – 1977
Published Works
- Low Interest and Interest Free Loans Michigan Probate & Trust Law Journal, April, 1985
- Who Should Control Investment of Retirement Plan Funds? Estate Planning Journal, December, 1985
- New Regulations Give Guidance on Making Loans from Qualified Retirement Plans Michigan Probate and Estate Planning Journal, Spring, 1990
Classes/Seminars
- Lecturer, Estate Planning, Employee Benefits, and Corporation Matters
Honors and Awards
- Phi Beta Kappa
Professional Associations and Memberships
- American Bar Association, Member
State Bar of Michigan - Calhoun County Bar Association
- State Bar of Michigan, Employee Benefits, Taxation, and Probate and Estate Planning Sections, Member
- American Bar Association, Employee Benefits, Taxation, Probate and Estate Planning, and Copyright, Patent, and Trademark Sections, Member
- Calhoun County Estate Planners Council, Former President
Fraternities/Sororities
- Omicron Delta Epsilon
