Practice Areas - Estate Planning
- Estates, Trusts and Fiduciary Litigation
- Family Business Law
- Nonprofit and Charitable Organizations
- Taxation
| - Tax Planning
- Probate Administration
- Trust Administration
- Public Law
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| University | Harvard University, A.B., 1973 |
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| Law School | University of Virginia, J.D., 1976 |
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| Admitted | 1976, Ohio; U.S. Supreme Court; U.S. Court of Appeals, Federal, Sixth and District of Columbia Circuits; U.S. Court of Appeals for the Armed Forces; U.S. Tax Court; U.S. Court of International Trade; U.S. District Court, Southern District of Ohio |
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| Memberships | Cincinnati, Ohio State, Federal and American Bar Associations; Cincinnati Bar Foundation. |
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| Born | Cincinnati, Ohio |
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| Biography | Ohio Federal District Court Review; Best Lawyers in America; Cincinnati Academy of Leadership for Lawyers (CALL); Cincinnati Estate Planning Council; Greater Cincinnati Planned Giving Council; Institute on the Future of the Legal Profession; Leadership Cincinnati; Ohio Super Lawyers, Top 100 Ohio Super Lawyers. Fellow, American College of Trust and Estate Counsel. (Certified Specialist in Estate Planning, Trust and Probate Law, Ohio State Bar Association) |
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| ISLN | 906439096 |
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Documents by this lawyer on Martindale.com | |
Time Remaining To Make Large Gifts Might Be Shorter Than ExpectedDaniel J. Hoffheimer,Richard O. Kissel,Mary L. Rust,Julia E. Tarvin,Missia H. Vaselaney,Susan E. Wheatley,Lisa K. Wiseman, November 15, 2011 As we have written in previous ebulletins, the current federal gift, estate and generation skipping tax (GST) exemptions are $5 million. These amounts previously have been much lower: $1 million for gift tax and $3.5 million for the estate and GST taxes. |
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