Jan has extensive experience in representing high-net-worth clients in the areas of taxation, estate planning and business planning. Her practice focuses primarily on tax and estate planning including multi-generational planning and incorporating charitable giving into estate plans. In addition, Jan assists business owners with succession planning and also handles income tax and estate tax audits.

She finds creative solutions for her clients by listening carefully and outlining a path to make their wishes a reality. This could include taking care of a special needs child; providing for a family member, friend or employee, or supporting a charity.

I actively collaborate with your partners, including trust officers, insurers, financial planners and brokers, to make sure that we are all on the same page.

Jan regularly helps her high-net-worth clients evaluate ideas and creates a path to achieve their desired results. She frequently is their “go-to” resource to unify and organize all of the information and documentation that might be needed for anything from completing a mortgage application, exercising stock options or planning for retirement distributions to more complex transactions.

She often has planning meetings with her clients’ advisory team members to discuss and coordinate opportunities. Jan also helps her clients’ advisers avoid pitfalls by shortening their learning curve and creating a smooth flow of communication between all parties.

By working directly with charitable organizations, development directors and financial planners, Jan educates them about charitable giving techniques and also helps major donors clearly understand all of the benefits of charitable giving. Additionally, she assists donors in financially supporting causes which they are passionate about by structuring substantial charitable gifts. She also serves as a trustee on multiple private foundations.

In addition to speaking to many groups and organizations about various tax and estate planning topics, Jan has provided in-house training on estate planning issues to bank employees, insurance agents and brokers.

If you are just starting to grow your net-worth as a millennial or young leader, you can benefit from Jan’s experience in wills, trusts, estate planning, individual income tax planning and compliance, as well as business taxation.

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Super Lawyers (2013-2017)

The Best Lawyers in America® (2025)

Selected by IRS Chief Regional Counsel to serve as Bar Advisory Group member

Cincinnati Business Courier list of “Forty Under 40” business and community leaders (1998)

Graduate Editor of the Tax Law Review, New York University

Elected to the Order of the Coif University of Cincinnati Law School and served as a Lead Articles Editor of the UC Law Review

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Ohio State Bar Association

Cincinnati Bar Association

Cincinnati Bar Foundation, Planning and Events Committee

Elected to the Order of the Coif University of Cincinnati Law School and served as a Lead Articles Editor of the UC Law Review

Cincinnati Business Courier “Forty Under 40” judge, 2015

Impact 100 member

Prior community service includes: Big Brothers/Big Sisters of Greater Cincinnati Advisory Board and Board of Trustee member; Board of Trustees and various committees including: Cincinnati Business and Professional Women, BPW Retirement Living, Inc., The Hillrise Senior Center and GLAD House

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