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Taxation Practice Chair
Estate Planning Practice Chair
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Practice Concentration
Represents companies, business owners and individual clients in all aspects of corporate and business transactional law, sales and acquisitions, tax, contracts, wealth and estate planning, business succession planning, benefits and compensation law.
Representative Experience
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Serves as outside General Counsel to closely-held businesses |
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Facilitated sales, purchases and reorganizations of businesses of various sizes, including in excess of $100 million |
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Established nonqualified deferred compensation plan and stock appreciation rights plan for corporations with revenues exceeding $100 million |
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Assistance with corporate entity start-ups and partnerships, debt and equity offerings, and commercial financings |
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Individual and business tax planning and dispute resolution |
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Comprehensive estate and lifetime gift tax planning through a variety of charitable and non-charitable techniques, including use of trusts, family entities, insurance, and intra-family sales |
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Negotiation of compensation and severance contracts for executives of public and private companies |
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Real estate transactions; including 1031 exchanges |
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Member of the CWS Default Restructuring and Recovery Group |
Other Professional Experience
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Former tax associate in the Financial Counseling Services and Employee Benefits Groups of Deloitte & Touche LLP providing business transactional and tax planning, wealth transfer and benefits planning, and resolution of related tax and compliance issues (1998-2000) |
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Law clerk for the Office of the Governor, George Voinovich (1995) |
Education
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Wake Forest University (B.S., Business & Accountancy, cum laude, 1993) |
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Capital University Law School (J.D., 1996) |
Bar Admissions
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U.S. District Court, Southern District of Ohio |
Professional Memberships and Community Service
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Columbus Bar Association, Business Tax Committee; Estate and Gift Tax Committee, Chair (2006-2008) |
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Ohio State Bar Association |
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Powell Community Oversight Foundation – Legal Chair(community/property development organization) |
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Golf Village Residents Association – Legal Chair |
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Columbus Zoo and Aquarium Planned Giving Committee |
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Columbus Estate Planning Council |
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Columbus Foundation Professional Council |
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Conway Family Business Center of Central Ohio Service Provider Member |
Speeches and Publications
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Authored and contributed to various business, tax, and estate planning articles - Columbus CEO, Business First, Daily Reporter, Smart Business Columbus Magazine, Columbus Monthly, and other publications |
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Presenter to the general public and professional groups, including the Columbus Bar Association, Columbus Estate Planning Council, and the Conway Family Business Center of Central Ohio on business, taxes, wealth and succession planning |
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Guest Lecturer – Building & Operating a Business, Ohio Dominican University |
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Co-authored, “How to Acquire a Business” Columbus CEO, August 2007 |
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