We have not found any cost information for this lawyer
Although I am not a practicing attorney, as a Vice President and Senior Wealth Planner at PNC Wealth Management in Louisville, Kentucky, I advise PNC clients and prospective clients on matters relating to estate, tax, financial, and business succession planning.
Before joining PNC, I practiced law at Wyatt, Tarrant & Combs, LLP focusing on estate planning, estate administration, and business law matters for Kentucky and Florida private clients, family businesses, and fiduciaries.
You can learn a little more about me through my LinkedIn profile.
3
Practice Areas
We have not found any cost information for this lawyer
Quickly connect with top attorneys through our legal directory to get help with your legal issue.
Chat with a live agent who can match you with the right attorney for your legal needs.
Chat withState: Florida
Acquired: 2007
No misconduct found
State: Kentucky
Acquired: 2004
No misconduct found
101 South Fifth Street, Louisville, KY, 40202-3157
Not Yet Reviewed
No Endorsement Data Available Yet
This attorney hasn't received any attorney endorsements recently on Avvo.
No Endorsement Data Available Yet
This attorney hasn't created any attorney endorsements recently on Avvo.
2004
JD awarded with distinction (top one-third of class), Stanford Law School
2000
AB awarded summa cum laude, Princeton University
2000
Phi Beta Kappa, Princeton University
2000
Woodrow Wilson School Senior Thesis Prize, Princeton University, Woodrow Wilson School
2000
Edward Sampson Class of 1914 Prize in Economic Geology, Princeton University, Geosciences Department
2010 - Present
Vice President - Senior Wealth Planner, PNC Wealth Management
2004 - 2010
Senior Associate, Wyatt Tarrant & Combs
2010 - Present
Louisville Bar Association, Probate and Estate SectionVice-Chair
2010 - Present
Kentucky Bar Association, Probate and Trust Law SectionMember, Legislative Committee
2009 - Present
Louisville Rowing ClubBoard Member
2008 - Present
Estate Planning Council of Louisville
2007 - Present
Florida Bar, Real Property, Probate and Trust Law Section
2004
JD
2000
AB
2010
S-Corporations: Organization, Operation, and Estate Planning Considerations
2010
Corporate and LLC Organization and Operation
2010
Buy-Sell Planning for Business Entities
2010
Kentucky Fiduciary Law and Socially Responsible Investing
2010
Tax and Non-Tax Recent Developments of Interest to Estate Planners
2010
2009
Considerations in Planning for Incapacity
2009
Transfer Tax Considerations in Drafting an Effective Estate Plan
2009
Transfer Tax Issues in Estate Administration
2009
Your Client Moved to Florida - Now What? Florida Issues for Kentucky Estate Planners
2009
Recent Developments of Interest to Estate Planners
2009
Tax and Non-Tax Recent Developments of Interest to Estate Planners
2008
Planning for the Non-Taxable Estate
2008
Transfer Tax Considerations in Drafting an Effective Estate Plan
2008
Recent Developments of Interest to Estate Planners
2008
Trust Administration in Kentucky
2008
Estate Planning Considerations in Corporate Liquidity Events (co-presenter)
2008
Evaluating Risks and Rewards of Testamentary and Revocable Trust Planning (co-presenter)
2007
An Introduction to the Use of Charitable Techniques in Estate Planning
2007
Considerations in Planning for Incapacity
2007
Non-Tax Aspects of Family Business Succession Planning
2010
2009
2005