About John
John has more than 30 years of experience in estate planning, trust and estate administration, business succession planning, and taxation.
He advises individuals and business owners on plans ranging from simple wills to sophisticated estate strategies, with a focus on achieving client goals and minimizing tax exposure. He also guides families through probate matters.
With a Master’s degree in tax, John concentrates on transfer taxation and the income taxation of trusts and estates, utilizing advanced planning strategies such as GRATs, ILITs, and charitable trusts. He frequently writes and presents on estate and succession planning topics and serves as an expert witness in estate planning and federal transfer tax matters.
Capabilities
- Estate Planning: Wills, Trusts & Asset Flow
- Preparation of Estate & Gift Tax Returns
- Business Succession Planning
- Probate & Trust Administration
Education
- LL.M. Tax, Capital University Law School
- J.D., University of Dayton School of Law
- B.A., Siena College
Bar Admissions
- Ohio
- United States Tax Court
- New York
Awards
- American College of Trust and Estate Counsel Fellow
- Best Lawyers in America, Trusts and Estates, 2013–2021
- OSBA Certified Specialist in Estate Planning, Trust and Probate Law
- Martindale-Hubbell AV Rating
Activities & Involvement
- Dayton Bar Association, Wills for Heroes Program
- Ohio State Bar Association
- Greater Dayton Volunteer Lawyers Project
- Leadership Dayton, Class of 2008
- Moderator, University of Dayton Lifelong Learning Institute
- Wright State University Planned Giving Advisory Board
- Dayton Bar Association, Past Chairman, Estate Planning, Trust and Probate Law Committee
