Mike Cooney is a Partner in the Corporate Department and Chair of the Family Wealth Planning Practice Group. Mike advises clients in estate planning, including federal and state estate and gift tax matters and related income tax planning. He represents trustees and trust beneficiaries in legal issues with respect to trust administration. Mike also represents executors and beneficiaries in Probate Court matters, including related tax matters. He represents taxpayers in tax planning and tax controversies. He also serves as an expert witness in connection with estate planning, estate administration, and tax issues. Memberships & Affiliations · American Bar Association · Ohio State Bar Association; Estate Planning, Trust and Probate Law Section Council, Vice-Chair · Cincinnati Bar Association; Taxation Section; Trusts, Wills and Estate Planning Section, Past Chair · Cincinnati Bar Foundation, Past President · Cincinnati Estate Planning Council, Past President · American College of Trust and Estate Counsel, Fellow, State Chair · Southwestern Ohio Tax Institute, Past Chair Distinctions · Listed in The Best Lawyers in America® for more than 20 years · Certified by the Ohio State Bar Association as a specialist in Estate Planning, Trust and Probate Law · Selected by Law & Politics as one of the Top 100 Lawyers in Ohio and one of the Top 50 in Cincinnati since 2004 · Selected for the Ohio Super Lawyers® List · Peer Review Rated AV in Martindale-Hubbell Experience Personal Representation of Foreign International Individuals
Multiple Clients
Personal representation of foreign international individuals Public Debt Call
Huffy Corporation
$75,000,000 public debt call for $600 million publicly-held manufacturer of bicycles and hardware products and related services Joint Venture
The Procter & Gamble Company
Joint venture Estate and Trust Administration; Gift Tax Audit Representation
Anonymous Estate Planning Client
Creation of private foundation; creation of charitable lead annuity trust Internal Reorganization
Huffy Corporation
Internal reorganization of designer, importer and distributor of bicycles and golf products Publications July 29, 2011, Federal Estate Tax Formula Legislative Proposal April 30, 2010, Federal Estate Tax Formula Clauses: Draft Ohio Legislation January 5, 2010, Temporary Tax Repeals May Alter Your Estate Plan August 23, 2006, Giving Incentives and Charity Reform in the Pension Protection Act of 2006 |