About

Christopher J. Berry, Esq., CELA is the founder of two interrelated companies that provide financial services and legal services to Michigan families. Chris is the founding President of a law firm that does estate and elder law planning (The Elder Care Firm).  The second company is a registered investment advisory firm that provides cutting-edge tax-free retirement, retirement income, long-term care protection strategies and conservative, science and evidence-based, money management (The CJ Berry Group).  The companies are located in Metro-Detroit.

Christopher J. Berry is a nationally-recognized estate and financial planning expert, quoted in publications like Forbes, Kiplinger’s Retirement and Crain’s Business Detroit.  Chris Berry is an invited presenter for some of the world’s top financial companies, money managers and industry associations such as Northwestern Mutual, Mass Mutual, John Hancock, Michigan Association of CPA’s, Society of Financial Service Professionals, Financial Planning Association and the Institute of Continued Legal Education, to name a few.

Christopher Berry is the author of The Caregiver’s Legal Guide to Planning for a Loved one with Chronic Illness.  Additionally, Chris Berry has co-authored two other books Tax-Free Money for Long-term Care and Protect My IRA: Avoid the 5 Common Mistakes.  Plus he has a weekly radio show in Metro-Detroit and podcast on wealth, estate and tax planning for the second half of life called “The Chris Berry Show.”

Christopher J. Berry, Esq., CELA is also the creator of the Castle Trust Asset Protection Plan, which is an innovative legal strategy to protect against lawsuits and long-term care costs.

Lecturer

  • Institute of Continued Legal Education
  • National Academy of Elder Law Attorneys
  • National Business Institute
  • Northwestern Mutual
  • Michigan Association of CPAs
  • WealthCounsel
  • Oakland County Bar Association
  • Merrill Lynch
  • John Hancock
  • Society of Financial and Insurance Professionals
  • Financial Planning Association
  • Geriatric Social Workers of South-East Michigan
  • Western Michigan University Cooley Law
  • Oakland Community College
  • Area Agency on Aging 1B

Publications & Media

Member

  • National Academy of Elder Law Attorneys
  • Financial Planning Association
  • Ed Slott’s Elite IRA Advisor Group
  • Strategic Coach
  • Michigan Bar Association Probate and Elder Law Section
  • Society of Financial and Insurance Professionals
  • National Association of Attorneys for Alzheimer’s Planning

Education

  • Michigan State University College of Law, Corporate Concentration
  • Grand Valley State University, Honors Program, Financial/Psychology Degree

Presentations and Speaking Engagements

  • 2019, March- Medicaid Qualification and Trusts. National Business Institute. Lansing, Michigan.
  • 2019, March- Medicaid Estate Recovery and Income Only Trusts. National Business Institute.  National Webinar.
  • 2019, February- The Bucket Plan for Worry-Free Retirement Planning. Clarity 2 Prosperity.  National Webinar.
  • 2018, October- Navigating the Long-term Care Journey.  Area Agency on Aging 1B. Novi, Michigan.
  • 2018- How to Run an Elder Law Office.  ICLE Elder Law Certificate Program Model Office.
  • 2018- How to Run an Elder Law Office.  ICLE Webinar.
  • 2017- Elder Law and Taxes.  Michigan Association of CPA’s.  Troy, Michigan.
  • 2017- Navigating the Long-term Care Journey.  Michigan Society of Financial Service Professionals.  Southfield, Michigan.