Attorneys

Jeffrey A. Heldt

Jeff Heldt is an attorney practicing in Kotz Sangster Wysocki P.C.'s Birmingham office. He is a graduate of Walsh College (M.S. Taxation), Wayne State University Law School (cum laude) and the Johns Hopkins University.

Mr. Heldt's extensive litigative experience, both in the trial and appellate courts, culminating in Stachura -v- Memphis Public Schools, 477 US 299 (1986), 763 F.2d 211 (6th Cir, 1985) well-prepares him for sophisticated business and financial counsel - knowing the litgative process helps better to anticipate and especially to avoid it. Beginning with his tenure as AVP and Counsel at Bank of the Commonwealth in the mid-1970s, Mr. Heldt has concentrated his practice in representing financial institutions in a broad array of problem-solving contexts ranging from regulatory compliance and trust administration and fiduciary liability issues to negotiated collections, forbearance, loan restructuring/redocumentation, Chapter 11 debtor-creditor machinations cash collateral/adequate protection/relief from automatic stay/competing plans), Article 9 asset liquidations, mortgage foreclosures, and imposition/enforcement of guarantor liability. Receiving an MS in Taxation from Walsh College in 1990 (winner, 1988-89 Stanley W. Smith Taxation award for best senior paper), Mr. Heldt also has extensive experience in all aspects of plan administration and asset management for ERISA/Taft-Hartley Pension, Health Care and other employee benefit plans, ranging from $15 million to $1.2 billion in assets, together with broad experience in employee benefits and executive compensation.

Educational Background

M.S., Taxation, Walsh College, 1991

J.D., cum laude, Wayne State University Law School, 1972

B.A., The Johns Hopkins University, 1969

Bar Admissions

State of Michigan, 1973

U.S. District Court, Eastern District, Michigan, 1973

10th Circuit Court of Appeals, 1981

Sixth Circuit Court of Appeals, 1983

U.S. Supreme Court, 1986

U.S. District Court, Western District, Michigan,1991

Professional and Community Involvement

Board of Directors, Great Oaks Country Club, 2011

Member, Great Oaks Country Club Green Committee, 2008 - present

Member, Great Oaks Country Club Finance Committee, 2011

Member, Birmingham Area Cable Board, 2007 - present

Chairman, PEG Committee, 2008 - present

Honors and Awards
alt="AV® Preeminent™ (5.0)"

AM Jur Book Award, Evidence

Senior Associate Editor, Wayne Law Review

Winner of the Stanley W. Smith Award at Walsh College for most outstanding senior paper in taxation

Jeffrey A. Heldt

Direct:    (248) 646-1055
Fax:        (248) 646-1054
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Birmingham Office
300 Park
Suite 265
Birmingham, Michigan   48009

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