Nancy Welber is an attorney and a CPA. She has been practicing law since 1982. Nancy concentrates in the areas of estate and retirement planning, both as the primary and consulting attorney, with considerable experience in the area of planning with TIAA-CREF and other 403(b) annuities. She also practices in the area of probate and trust administration.
Nancy is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and has been named by peer review in The Best Lawyers in America®, in Michigan Super Lawyers, and in DBusiness magazine’s Five-Star Wealth Managers and Top Attorneys in Michigan. She is a member of the ACTEC employee benefits committee. Nancy was named Best Lawyers' 2014 Detroit Trusts and Estates "Lawyer of the Year,"Best Lawyers' 2016 Troy, Michigan area Trusts and Estates "Lawyer of the Year," and one of the Michigan Top 50 Women lawyers in Super Lawyers for 2014.
Nancy is the author of a chapter in the Michigan Institute of Continuing Legal Education (ICLE) Estate Planning Handbook concerning estate planning with retirement benefits. Nancy is the author of a January, 2013 article published in the Michigan Bar Journal concerning distributions from retirement plans, and the co-author of two prior Michigan Bar Journal articles on the same topic. She is also co-author of two 2009 articles in the American Bar Association Probate and Property Journal, and was the winner with her co-author of the 2009 ABA Real Property & Probate Excellence in Writing Award for the best practical use article in Trust and Estate law. Nancy was a co-presenter in the ACTEC/ALI-CLE national webinar, “Estate Planning with Retirement Benefits and IRAs,” in September, 2015.
Nancy is a frequent lecturer to legal, accounting, business, university and investor groups on the topic of estate planning with retirement benefits and the need for estate planning, in general, including ICLE, the Tax and Elder Law Sections of the State Bar of Michigan, the Michigan Association of Certified Public Accountants, and the Financial Planning Association of Michigan. She was also a speaker at the 2009 University of Miami Heckerling Institute on Estate Planning.
Nancy is married to Richard Barr, an environmental and economic development attorney, and has two daughters. In her spare time, she enjoys doing volunteer work, biking, reading and downhill skiing. She currently serves as the treasurer of the Jewish Community Relations Council.
Selected Professional Associations and Memberships
- Institute for Continuing Legal Education
Probate and Estate Planning Advisory Board
- State Bar of Michigan
Probate Council, Probate and Estate Planning Section
- Washtenaw County Bar Association
Past Chairman, Probate, Estate Planning and Trust Law Section
Areas of Practice
- Estate Planning
- Retirement Planning
- Probate and Trust Administration
- University of Michigan Law School, Ann Arbor, Michigan
- University of Michigan, Ann Arbor, Michigan
B.B.A., with distinction, 1979