Ken focuses his practice in the areas of estate planning, from basic wills and trusts to more complicated planning alternatives (including generation skipping transfer tax planning, charitable planning, GRATS, family limited liability companies), trust and estate administration, tax law and business transactions.

Ken was exposed to the small business world at an early age when he began working in the family businesses that were started by his grandparents. This, coupled with his experience as a practicing certified public accountant before entering the practice of law, allows him to bring a unique perspective to his practice and to interact easily with other advisers to develop a team approach that benefits his clients.

Ken’s estate planning practice is centered around the philosophy that there is no one size fits all approach for everyone. It’s important to carefully listen to clients to determine what they want to accomplish and what their family objectives are.

A successful estate plan is one that you, the client, understand.
You can be assured that your wishes will be carried out.

In his trust and probate administration practice Ken focuses on assisting clients in administering an estate in a timely and efficient manner. Dealing with the loss of a loved one is an extremely emotional and difficult time and administering an estate can seem overwhelming.  It is Ken’s goal to remove some of this burden by walking his clients through each step of the process and assisting them with the tasks that need to be done.

Ken’s tax practice encompasses individual, business, and fiduciary income and estate tax matters.  His work in this area includes tax planning and compliance, advising and structuring business deals involving tax consequences associated with mergers and acquisitions, choice of business structure, business succession planning, like kind exchanges, and representing clients in disputes with federal, state and local authorities.

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Planning for your family’s future: Is your life insurance sufficient?

Guest speaker at Business Courier-NKU Chase “Small Business Essentials” series (“Bringing Business Law Down to Earth”), March 11, 2014

Speaker KBA CLE seminar 2000 on choice of entity and tax issues

Guest Speaker Salmon P. Chase Small Business Clinic

Annual Salmon P. Chase Business Boot Camp for Chase students

Guest Speaker Episcopal Retirement Home locations giving lectures on estate planning and income tax issues

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Ohio Super Lawyer Rising Star —2010

Salmon P. Chase College of Law Outstanding Recent Alumnus Award Recipient (2010)

Voices of Giving Award Recipient (2012) presented by the Greater Cincinnati Planned Giving Council

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Cincinnati Bar Association

Cincinnati Estate Planning Council

Kentucky Bar Association

Northern Kentucky Bar Association Business and Tax Section

Ohio Bar Association

Salmon P. Chase Alumni Board (board member and past president)

Salmon P. Chase Transactional Law Practice Center (a founding member)

Wellness Community Planned Giving (past board member)

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Adviser to high-net-worth individuals on tax efficient ways to minimize income and estate taxes

Successful settlement of tax controversies with IRS, KY and OH Taxing authorities

Successful defense of multi-million dollar estates in federal estate tax audits

Negotiated and completed purchase of funeral home

Negotiated and completed multi-million dollar sale of coal company interest

Structured and issued tax opinion on tax reorganization of banking organization

Adviser to owners of closely-held businesses on succession planning

Adviser to families with complex dynamics and special needs

Adviser to families to ensure that their estates are distributed according to their wishes in an orderly fashion

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