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I have represented thousands of businesses and high net worth individuals during my career as a lawyer and CPA. I have helped plan hundreds of business successions for a diverse group of clients, including entrepreneurs engaged in manufacturing, oil & gas, timber, publishing and other industries in more than 15 states. I began my career as a CPA with Ernst & Young in Pittsburgh from 1990 to 1993. I am AV(R) Preeminent Peer Review Rated (Martindale-Hubbell).
I often use atypical approaches seeking the best possible solution for clients’ complex ambitions and circumstances. I work closely as a team with clients’ accountants, bankers, insurance agents and wealth management advisors, aspiring to provide high quality, seamless client care. I also tap into my own working group of key strategic legal and tax advisors, including former IRS agents who bring an even broader base of knowledge and experience to bear on clients’ more unusual matters.
I concentrate my practice on closely held business planning, business succession planning, implementation of sophisticated estate and trust planning, administration of complex estates and trusts, and the tax consequences of these matters.
In business successions, I know how to ask tough, devil’s advocate questions on whether a successor to the business will have the right skills to replace the seller’s abilities and maintain a profitable business. I also know how to communicate difficult or thorny issues in clear, plain English. When needed, I have represented clients before the IRS in federal income, estate and gift tax cases.
I am the originator of the Knox Law Institute™, which provides valuable, relevant and practical education on legal matters to businesses, governmental entities, nonprofit organizations, insurance companies, financial institutions, individuals and families, as well as professional advisors. I am a major contributor for topics including business succession planning, estate planning, tax law, asset protection, shale energy planning, trusts, charitable giving and more.
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|Shareholder||Knox McLaughlin Gornall & Sennett, PC||1993 - Present|
|Accountant||Ernst & Young||1990 - 1993|
|Association name||Position name||Duration|
|Erie County Bar Association||Member||N/A|
|Community Foundation of Western PA and Eastern OH||Planned Giving Advisor||N/A|
|The Foundation for Sustainable Forests||Board Secretary||N/A|
|Penn State Erie, The Behrend College||Council of Fellows Member||N/A|
|Penn State University||Planned Giving Advisory Council Member||N/A|
|American Institute of Certified Public Accountants||Tax Division Member||N/A|
|Pennsylvania Institute of Certified Public Accountants||Member||N/A|
|American Bar Association, Tax Section Member, Real Property & Probate Section Member||Member||N/A|
|Pennsylvania Bar Association||Member||N/A|
|Estate Planning Council of Erie||Past President||N/A|
|University of Pittsburgh School of Law||N/A||JD - Juris Doctor||1991|
|Pennsylvania State University||Accounting||B.S.||1988|
|Shale Energy Estate Planning & Business Succession Planning||Knox Law Institute(R)||N/A|
|Brady Bunch Business Succession Planning||Knox Law Institute(R)||N/A|