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Practice Areas
  • Charitable Giving Law
  • Probate Administration Law
  • Business Succession Law
  • Corporate
  • Trust
  • Elder Law & Advocacy
  • Estate Planning
Admission Details
  • Admitted in 1977, Ohio and U.S. District Court, Southern District of Ohio
  • 1978, U.S. District Court, Northern District of Ohio and U.S. Court of Appeals, Fourth Circuit
  • 1986, U.S. Supreme Court
Law School Attended
  • Capital University Class of 1977 J.D.
University Attended
  • Muskingum College Class of 1973 B.A.
Birth Information
  • Portsmouth, Ohio, December 5, 1950
Associations & Memberships
  • Columbus (Member, Probate Law, Estate & Gift Tax, Professionalism Committees), Ohio State (Member, Elder Law Committee) Bar Associations
  • National Network of Estate Planning Attorneys
  • Ohio Forum of Estate Planning Attorneys (Past Chairmanand Current Member)
  • WealthCounsel, LLC (Founding Member)
  • The Columbus Foundation (Member, Professional Advisory Committee) ePlanners Educational Forum
  • Worthington, Ohio Estate Planning Council. Fellow: The Laureate Circle
Bar Fellowship
  • Esperti-Peterson Institute for Advanced Wealth Strategies Planning.