| Admission Details | 1994, Ohio; U.S. District Court, Northern District of Ohio; U.S. Tax Court |
| Education | Miami University, B.S.B., Finance, 1991; The Ohio State University, Moritz College of Law, J.D., 1994 Joseph H. Harter Memorial Award; Ohio State Law Journal, Managing Editor, 1993-1994 |
| Birth Information | Canton, Ohio, December 13, 1968 |
| Associations & Memberships | Columbus Bar Association; Ohio State Bar Association; Columbus Estate Planning Council Group II. |
| Awards & Recognition | AV rating from Martindale-Hubbell Law Directory
Selected as an "Ohio Super Lawyer" by Law & Politics magazine, Columbus Monthly magazine and Cincinnati Magazine (2004-2011)
Named "Top 50 Female Lawyers in Ohio" by Law & Politics magazine, Columbus Monthly magazine and Cincinnati Magazine (2011)
Named one of the "Top 25 Female Lawyers in Columbus" by Law & Politics magazine, Columbus Monthly magazine and Cincinnati Magazine (2010 & 2011)
"Forty Under 40" award sponsored by Columbus Business First (2001) |
| Speaking Engagements | "Update on Tax Law Changes Affecting Tax-exempt Organizations"-The Ohio Society of CPAs' Not-for-Profit Conference (2006)
"Tax & Business Planning for Family Limited Partnerships" - Capital University Law School Tax Conference (2006)
"Creating an Exit Strategy: The Last Step to Ensure Business Continuity" - National Association of Women Business Owners, Women Helping Women Business Expo (2005)
"Planning with GRATs - Ohio Society of CPAs (2005)
"Getting Ready to Sell Your Business" - Women Presidents' Organization (2003)
"Courting in the New Millennium: The Chase, The Catch and the Premarital Agreement" - Columbus Wealth Transfer Conference (2001) |
| Representative Clients | Tax and succession planning for closely held businesses and business owners
Sophisticated estate tax planning with GRATs, ILITs, QPRTs, grantor trusts, and discounted entities
Various corporate matters, including entity formation, buy-sell agreements, close corporation and shareholder agreements, entity mergers and exit strategies
Developing multi-generational wealth and family business transfer plans
Charitable planning with split interest remainder and lead trusts, private foundations and public charities
Drafting and negotiating premarital agreements
Lifetime wealth preservation planning for professionals |
| Civil Associations | Member, Professional Advisors Group of The Catholic Foundation of Columbus
Columbus Rotary (2002-2007)
Greater Columbus Salvation Army Advisory Board - Past Secretary and Resource Development Committee Chair
Miami University Alumni Association Recruiting Network
Ohio Pet Fund, Board of Directors
The Ohio State University College of Social and Behavioral Sciences, Advisory Panel (2004-2007)
Women for Economic and Leadership Development |
| Publications | "Low Home Values Shine Favorable Light on Personal Residence Trusts" - Estate Planning Guide - Columbus Business First (March 2010)
"Making Grandkids Rich" - Columbus CEO (May 2006)
"Making a Gift with Strings Attached?" Today's Army - The Salvation Army (Winter 2006)
"Time to Think About Saving Tax Dollars" Today's Army - The Salvation Army (Fall 2005)
"What is Planned Giving?" Today's Army - The Salvation Army (Summer 2005)
"For Better, For Worse, For Richer, For Poorer: Premarital Agreement Case Studies," 37 Real Prop., Probate and Trust Journal 29 (2002)
"Brady v. Safety-Kleen Corp.: Tipping Ohio's Workers' Compensation Scale in Favor of The Employee," 54 Ohio State Law Journal 837 (1993) |
| Additional Bio Details | Ms. Haupt focuses her practice on wealth transfer and estate planning matters, including business succession planning and all aspects of tax and business planning for owners of closely held businesses. She also counsels clients on general corporate, tax, transactional, and financing matters; estate and trust administration; fiduciary litigation; issues relating to both charitable and noncharitable tax-exempt organizations; and the drafting and negotiation of premarital agreements. Ms. Haupt's clients include individuals; closely held, emerging and family businesses; a variety of corporations and other business entities; charities; nonprofit institutions; and professional practices. |