Attorneys

Areas of Practice

• Commercial Transactions & Acquisitions
• Business Litigation
• Tax Appeals & Litigation (Federal and Kentucky)
• Probate & Estate Administration
• Estate & Tax Planning
• Real Estate Law

Litigation Percentage

• 35% of Practice Devoted to Litigation

Bar Admissions

• Kentucky, 1977
• U.S. District Court Western District of Kentucky, 1978
• U.S. Tax Court, 1979
• U.S. Court of Appeals 6th Circuit, 1980
• U.S. District Court Southern District of Indiana, 2002

Education

• Emory University School of Law, Atlanta, Georgia, 1978
  LL.M., in Taxation
  
  
• University of Louisville School of Law, Louisville, Kentucky, 1977
  J.D.
  
  
• University of Kentucky, Lexington, Kentucky, 1974
  B.S.
  Major: Accounting
  
  

Representative Cases

• Evans v. U.S., 672 F.Supp. 1118 (S.D.Ind. 1987)
• Revenue Cabinet v. JRS Data Systems, Inc., 738 S.W.2d 828 (Ky.App. 1987)
• Goldsmith v. Physician Ins. Co. of Ohio, 890 S.W.2d 644 (Ky.App. 1994)

Representative Clients

• Commercial & Industrial Consultants, Inc. (Commercial Business Broker)
• Global Polymers, LLC (Plastic Resins Distributor)
• QSR Automations, Inc. (Computer Software/Hardware Sales)
• e-PULSETrak.com, Inc. (CRM System for Auto Dealers)
• Volleyball Connection, Inc. (National Manufacturer Sales Rep.)
• Prometheus Limited Partnership (Low Income Housing Tax Credits)

Honors and Awards

• Beta Gamma Sigma
• Numerous CLE Recognition Awards

Professional Associations and Memberships

• Louisville Estate Planning Council, 1978 - Present
  
  
• Louisville Bar Association, 1978 - Present
  Member, Business Law, Taxation and Probate & Estate Sections
  
  
• Louisville Bar Association
  Co-Chair, Taxation Section (1993-94)
  
  
• Louisville Ski Club, Inc., 1981 - Present
  General Counsel
  
  
• Taylorsville Water Skiers, Inc., 1984 - Present
  General Counsel
  
  
• Kentucky Bar Association, 1977 - Present
  Member, Taxation Section
  
  
• American Bar Association
  Member, Taxation Section
  
  

Birth Information

• Louisville, Kentucky, United States of America