As chair of the Private Client & Family Wealth Planning and Tax Planning groups, Wayne focuses his practice on complex trust and estate matters, transactional matters and strategic business advice. His engaging approach and ability to build relationships with clients ensures their objectives are met efficiently and practically.
Understanding that effective estate planning requires the ability to balance tax and estate law with business savvy, Wayne works shoulder-to-shoulder with clients to analyze the short and long-term impacts of their decisions. As a former trust officer, he has developed a niche advising individual and corporate trustees on trust administration matters, including questions of interpretation, court actions to reform or modify trusts and disputes with beneficiaries. He also has extensive experience in handling complicated estate administration matters, ranging from large insolvent estates to closely-held business interests to estate tax exposure matters, including interfacing with the IRS and advising on audits.
In addition to his clients, he routinely works with their advisers, including personal accountants and investment advisers, coordinating their efforts and ensuring that the client’s interests are protected at every turn. Just as importantly, he also is adept at managing the sensitive family dynamics that often come into play during estate planning and administration matters, working carefully to tailor his approach to fit each unique situation.
In building lasting relationships with clients, Wayne also leverages his background in tax and finance to provide general counsel to clients on a wide variety of business matters. He has extensive experience in the business arena, where he advises closely held businesses, community banks and physician practice groups on strategic decisions, mergers and acquisitions and contract negotiation.
- Brandeis School of Law at the University of Louisville (J.D., 1997)
- Transylvania University (B.A., 1993)
- University of Kentucky Southeast Estate Planning Institute, faculty
- American College of Trusts and Estates Counsel, fellow
- Louisville Bar Association, Trusts and Estates and Business Law Sections
- Kentucky Bar Association
- Peer Review Rated AV in Martindale-Hubbell
- Kentucky Super Lawyers®
- Top Estate Planning Attorney in Louisville Magazine
- "Top Lawyers” list by Louisville Magazine (2013, 2016)