Mr. David P. Lucas, Shareholder

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.

School	Degree	Major	Graduation
University of Michigan Law School	J.D.	Law School	1982
Calvin College			1977

State / Court	Date
Michigan	1982
U.S. Federal Court	1982

• 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

• 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

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