Education

• University of Cincinnati

  (B.B.A., 1966)

• University of Cincinnati College of Law

  (J.D., 1969)

Admissions

• State of Ohio
• U.S. District Court, Southern District of Ohio

REPRESENTATIVE EXPERIENCE

• Estate planning and administration since 1970.
• Extensive experience in creating, operations, acquisitions, and sales of assets and stocks of closely-held businesses.
• General and family practice matters experience since 1970.

PROFESSIONAL AFFILIATIONS

• Ohio State Bar Association
• Cincinnati Bar Association (Chair, Taxation Section 1980-1981)
• Cincinnati Bar Association Foundation (Trustee 1984-1990)
• University of Cincinnati (Instructor, 1974-1992)
• Northern Kentucky State University, Salmon P. College of Law (Adjunct Professor, 1973-1977)

COMMUNITY INVOLVEMENT

• Jewish Federation of Cincinnati Endowment Fund (Former Co-Chair)
• Jewish Federation of Cincinnati (Former Member, Board of Trustees)
• Isaac M. Wise Temple (Member, Board of Trustees, 1982-1992; Vice President 1990-1992; Vice President 2017-2019)

HONORS

• Named to The Best Lawyers in America^©, Trusts and Estates; Litigation – Trusts and Estates (2005-2024)
• Designated Best Lawyers Litigation – Trusts and Estates “Lawyer of the Year” in Cincinnati (2019)
• AV Preeminent® Peer Review Rated – Martindale-Hubbell®
• Named a “Five Star Wealth Manager” in a survey of consumers by Cincinnati Magazine (2008-2012)
• Named to the Ohio Super Lawyers list (2007 and 2008)

• Ulmer Attorneys Recognized in The Best Lawyers in America® 2024 Report
• Ulmer Attorneys Recognized in The Best Lawyers in America© 2023 Report
• Ulmer Attorneys Recognized in The Best Lawyers in America© 2022 Report
• Best Lawyers® 2020: 60 Ulmer Attorneys Recognized, Two Partners Named “Lawyer of the Year”