At a Glance
Stu’s extensive experience with closely held businesses includes formation, operation and dissolution, with an emphasis in family succession planning. Domestic relations taxation matters form another aspect of his expertise. He has in-depth experience in estate planning and probate. Stu’s extensive practice in nonprofit corporations includes formation, tax-exempt status, operations and dissolution. In tax controversy, he handles audits, protests and appeals. Stuart also practices in advertising, art and museum law.
Practices/Industries
Business
Corporate Governance
Mergers & Acquisitions
Nonprofit

Tax
General Taxation

Real Estate
Acquisition & Development
Property Taxation, Abatements & Exemptions

Health Care
Business Counseling & Business Transactions

Areas of Concentration
  • Business Law
  • Family Succession Planning
  • Estate Planning
  • Individual Tax Planning including divorce and separation matters
  • Advertising Law
  • Not-For-Profit Organizations
Education
University of Colorado (B.A., 1969)

University of Michigan (J.D., 1972)
Representative Experience
  • Extensive experience in the area of closely held businesses including formation, operation and dissolution with emphasis in family succession planning.
  • Extensive experience in domestic relations taxation matters.
  • Extensive experience in not-for-profit corporations including formation, tax exempt status, operations and dissolution.
  • Extensive experience in estate planning and probate.
  • Extensive experience in tax controversy work including audits, protests and appeals.
Honors & Distinctions
AV Rated - Martindale-Hubbell

Recipient of the VIP (Volunteering is Phenomenal) Award from the Hamilton County Community Mental Health Board (2004)
Professional Affiliations
American Bar Association

Ohio State Bar Association

Cincinnati Bar Association
Community Involvement
Board of Trustees Centerpoint Health, Inc. (Member and Secretary)

Board of Trustees CORE Behavioral Health Centers (Member and Former President)

Jewish Hospitals of Cincinnati (Former Member and Vice-Chairman, Board of Trustees)

Contemporary Arts Center, Cincinnati, Ohio (Member, Chairman's Council; Former Member and Chairman, Board of Trustees)

AIDS Volunteers of Cincinnati (Former Member, Board of Trustees)
Admissions
State of Ohio
U.S. District Court, Southern District of Ohio
U.S. Tax Court