|University ||Mercyhurst College, Erie, Pennsylvania, B.A., 1978|
|Law School||University of Virginia School of Law, Charlottesville, Virginia, J.D., 1981|
|Admitted||1981, Ohio; 1985, District of Columbia|
American Bar Association, Real Property, Probate Section
Ohio State Bar Association
Akron Bar Association; Past Chair, Probate Section
|Born||Pittsburgh, Pennsylvania, September 27, 1956|
Practice Area & Professional Experience
•Joined the Firm as an associate in 1988; elected a partner in 1991.
•Former Chair and Co-chair of the Trust & Estates Practice Group.
•Over 30 years experience providing estate and business succession planning counsel to clients, and assisting with the structuring of charitable planned gifts.
•Expertise in the creation and administration of private foundations, charitable split interest trusts, and other planned giving vehicles.
•Previously practiced law in Washington, D.C., and Cleveland, Ohio.
Awards & Honors
•Listed in The Best Lawyers in America , (1995 - 2015).
•Received special recognition for 10 consecutive years or more as one of The Best Lawyers in America .
•Recognized as one of Ohio's Super Lawyers in 2004 - 2013, as voted by his peers.
Professional & Civic Involvement
Member: Order of the Coif
Member, Advisory Board: Lisle M. Buckingham Endowment Fund
Member, Board of Trustees: Mercyhurst University, Erie, Pennsylvania
Member, Vice-Chair and Board of Directors: Humane Society of Greater Akron
Member, Advisory Board: WKSU - FM (Kent State University Public Radio)
Member, Cabinet: Leave a Legacy, Akron, Ohio
President and Director: Betty and John Jacobson Foundation
Member, Chair: Buckingham, Doolittle & Burroughs Technology Committee
Past Member: Virginia Law Review
Presentations & Publications
Co-author: Estate Tax Relief Does Not Reduce Need for Planning (Law You Can Use)
Frequent speaker on trust and estates and charitable law issues for various organizations and clients.
Snowbird Rules - Change of Domicile
Business Succession Planning
Planned Giving for Charitable Organizations
Social Media Issues and Charitable Organizations
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