Publications | Private Client & Family Wealth Planning | Dinsmore & Shohl LLP

Private Client & Family Wealth Planning

Publications

June 11, 2024 – Legal Alerts Connelly Decision: Supreme Court Rules Company-Owned Life Insurance Must Be Included in Estate Valuation

Lee M. Stautberg and *Emmy Cairns

June 29, 2022 – Articles Avoiding Liability in Trust Terminations Following Estate of Worrall

Jameson Gay, J. Tanner Watkins & Wayne Wilson

May 10, 2022 – Articles Kentucky Businesses Impacted by Sweeping Tax Reform

Wayne Wilson & Jameson Gay

September 16, 2021 – Articles Tax and Employee Benefits Reform: House Committee on Ways and Means Submits Proposals

Lee Stautberg, Melissa Spievack & Helana Darrow

December 1, 2019 – Articles How do I Gift to Minors: Let me Count the Ways

Probate Law: Journal of Ohio

November 7, 2019 – Articles Revocable Trusts: Ohio

Thomson Reuters: Practical Law Trusts and Estates

Spring 2019 Estate and Business Planning in Year 2 of the Tax Cuts and Jobs Act of 2017

The West Virginia Lawyer

February 1, 2019 – Articles Understanding Advance Health Care Directives (OH)

Thomson Reuters: Practical Law Trusts and Estates

February 1, 2019 – Articles Understanding Powers of Attorney for Health Care (OH)

Thomson Reuters: Practical Law Trusts and Estates

February 1, 2019 – Articles Understanding Living Will Declarations (OH)

Thomson Reuters: Practical Law Trusts and Estates

February 1, 2019 – Articles Understanding Declarations for Mental Health Treatment (OH)

Thomson Reuters: Practical Law Trusts and Estates

February 1, 2019 – Articles Appointment of Representative for Disposition of Bodily Remains, Funeral Arrangements and Burial or Cremation Goods and Services (OH)

Thomson Reuters: Practical Law Trusts and Estates

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Boston University
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Brandeis School of Law at the University of Louisville
Brigham Young University
Brigham Young University, J. Reuben Clark Law School
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Bucknell University
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California Western School of Law
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Capital University School of Law
Carleton College
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Case Western Reserve University School of Law
Catholic University of America, Columbus School of Law
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Chapman University Dale E. Fowler School of Law
Chicago-Kent College of Law
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Chinese Academy of Sciences
Claremont University
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College of William and Mary, Marshall-Wythe School of Law
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Colorado State University
Columbia Law School
Columbia Law School and Chartered Institute of Arbitrators
Columbia University
Columbus State Community College
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Cornell University
Cornell University, Johnson Graduate School of Management
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DePaul University College of Law
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Eckerd College
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Emory University School of Law
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Fairmont State College
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Florida International University School of Law
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Florida State University College of Law
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George Washington University Law School
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Georgetown University
Georgetown University Law Center
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Gonzaga University School of Law
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Harvard Law School
Harvard Law School Mediation Training
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Indiana University
Indiana University Bloomington
Indiana University Kelley School of Business
Indiana University Maurer School of Law
Indiana University McKinney School of Law
Indiana University Northwest
Indiana University Purdue University at Indianapolis
Indiana University Robert H. McKinney School of Law
Indiana University School of Law
Indiana University School of Law, Indianapolis
Indiana University School of Music
Indiana University Southeast
Indiana University, Kelley School of Business
Institute of Environmental Health, University of Cincinnati; Cincinnati, OH
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John Carroll University
John Glenn College of Public Affairs, The Ohio State University
John Marshall Law School
Johns Hopkins University
Kent State University
Kenyon College
Kettering University
Kings College
Kutztown University of Pennsylvania
Lafayette College
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Liberty University
Lipscomb University--Institute for Conflict Management
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Louisiana State University, Paul M. Herbert Law Center
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Loyola Law School, Los Angeles
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Loyola University of Chicago Law School
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Marshall-Wythe School of Law at the College of William & Mary
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Medical College of Ohio
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Michigan State University College of Law
Michigan State University, James Madison College
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Milwaukee School of Engineering
Montana Tech of the University of Montana
Morehead State University
Morehouse College
Morgan State University
Mount Saint Mary’s College
Murray State University
Muskingum University
National Institute of Technology, Calicut, India
Nebraska Wesleyan University
New York University
New York University School of Law
NIOSH-Approved Spirometry, UPMC Health System; Pittsburgh, PA
Northeastern University
Northeastern University School of Law
Northern Arizona University
Northern Kentucky University
Northern Kentucky University, Chase College of Law
Northwest University
Northwestern University
Northwestern University Pritzker School of Law
Northwestern University School of Law
Oakland University
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Ohio University
Ohio Wesleyan University
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Old Dominion University
Osgoode Hall Law School
Otterbein University
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Pepperdine University School of Law
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Rice University
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Saint Louis University, Parks College of Engineering, Aviation & Technology
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Saint Michael's College
Saint Vincent College
Salmon P. Chase College of Law
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San Diego University
San Pueblo University, Madrid, Spain
School of Law, CHRIST (Deemed to be University) Bangalore
Seoul National University
Sewanee: The University of the South
Skidmore College
Smith College
South China University of Technology
South Dakota School of Mines and Technology
South Texas College of Law
South Texas College of Law Houston
Southeast Missouri State University
Southern Connecticut State University
Southern Methodist University, Dedman School of Law
Southwestern University School of Law
Spelman College
St. Bonaventure University
St. Edward's University
St. Louis University
Stanford Law School
State University of New York at Binghamton
State University of New York at Brockport
State University of New York at Buffalo
State University of New York at Cortland
Stetson University
Stetson University College of Law
Suffolk University Law School
Sullivan University
Sun Yat-sen University School of Law
Syracuse University
Syracuse University College of Law
Taylor University
Technische Universitat Darmstadt
Temple University
Texas A&M University
Texas College
Texas Wesleyan University School of Law
The Citadel
The College of Wooster
The John Marshall Law School
The Ohio State University
The Ohio State University College of Arts and Sciences
The Ohio State University College of Public Health
The Ohio State University Moritz College of Law
The Ohio State University, Fisher College of Business
The Ohio State University, John Glenn College of Public Affairs
The Pennsylvania State University
The University of British Columbia
The University of Iowa Tippie College of Business
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Thomas Jefferson School of Law
Thomas M. Cooley Law School
Thomas More College
Thomas More University
Thomas R. Kline School of Law of Duquesne University
Transylvania University
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Tulane University
U.S. Merchant Marine Academy
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United States Air Force Academy
United States Army Command and General Staff College
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University of Akron School of Law
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University of Chicago Law School
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University of Cincinnati College of Law
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University of Colorado School of Law
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University of Connecticut School of Law
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University of Dayton School of Law
University of Delaware
University of Denver
University of Denver Sturm College of Law
University of Detroit
University of Detroit Mercy School of Law
University of Evansville
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University of Florida College of Journalism & Communications
University of Florida Levin College of Law
University of Houston - Clear Lake
University of Houston Law Center
University of Illinois
University of Illinois at Chicago
University of Illinois Chicago School of Law
University of Illinois, Urbana-Champaign
University of Iowa
University of Iowa College of Law
University of Kansas
University of Kentucky
University of Kentucky College of Law
University of Kentucky J. David Rosenberg College of Law
University of Louisville
University of Louisville Brandeis School of Law
University of Maryland
University of Maryland School of Law
University of Massachusetts Amherst
University of Memphis Cecil C. Humphreys School of Law
University of Miami
University of Miami School of Business
University of Miami School of Law
University of Michigan
University of Michigan College of Engineering
University of Michigan Law School
University of Minnesota
University of Minnesota Law School
University of Mississippi
University of Missouri
University of Missouri – Kansas City School of Law
University of Montana
University of Montana Blewett School of Law
University of Mount Union
University of Nebraska
University of Nebraska College of Law
University of Nebraska-Lincoln
University of Nevada
University of New Hampshire School of Law
University of New Mexico
University of New Orleans
University of North Carolina Asheville
University of North Carolina at Chapel Hill
University of North Carolina School of Law
University of Notre Dame
University of Notre Dame Law School
University of Oregon
University of Pennsylvania
University of Pennsylvania Carey Law School
University of Pennsylvania Perelman School of Medicine
University of Phoenix
University of Pittsburgh
University of Pittsburgh Graduate School of Public Health
University of Pittsburgh School of Law
University of Portland
University of Richmond
University of Richmond School of Law
University of San Diego
University of San Diego School of Law
University of Scranton
University of South Florida
University of Southern California
University of Southern California Law School
University of Southern Indiana
University of Southern Mississippi
University of Sussex School of African and Asian Studies, Brighton, England
University of Tampa
University of Tampa Sykes College of Business
University of Tennessee
University of Texas
University of Texas at Austin
University of Texas School of Law
University of the Cumberlands
University of the Philippines
University of Toledo
University of Toledo College of Law
University of Toronto
University of Utah
University of Utrecht
University of Vermont
University of Vermont College of Medicine
University of Vienna, Austria
University of Virginia
University of Virginia School of Law
University of Washington
University of Wisconsin
University of Wisconsin Law School
University of Wisconsin, Madison
University of Wisconsin, Milwaukee
University of Yaounde, Cameroon
Valdosta State University
Valparaiso University
Vanderbilt University
Vanderbilt University Law School
Villanova University
Villanova University School of Law
Virginia Polytechnic Institute and State University
Wabash College
Wagner College
Wake Forest University
Wake Forest University School of Law
Washington & Jefferson College
Washington and Lee University
Washington and Lee University School of Law
Washington University School of Law
Washington University, St. Louis
Wayne State University
Wayne State University Law School
Wesleyan College
West Liberty University
West Virginia University
West Virginia University College of Law
West Virginia Wesleyan College
Western Kentucky University
Western Maryland College, now known as McDaniel College
Western Michigan University Cooley Law School
Western Michigan University Thomas M. Cooley Law School
Western New England University
Wheaton College
Wheeling Jesuit University
William & Mary Law School
Williams College
Wilmington College
Wittenberg University
Wright State University
Xavier University
Yale University
Yale University Divinity School
York University
Youngstown State University

Position

Associate
Former Managing Partner
Law Clerk
Lobbyist
Managing Partner & Chairman
Of Counsel
Partner
Partner Of Counsel
Patent Agent
Patent Engineer

Language

Arabic
Chinese
Chinese (Mandarin and Cantonese)
Croation
English
French
German
Hebrew
Italian
Japanese
Korean
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Romanian
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Ukrainian
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