Paul’s practice focuses primarily in the areas of estate planning, administration of estates and trusts, and federal and state taxation and compliance. In his estate planning practice, Paul works with clients with a variety of needs including the preparation of wills and trusts, education and special needs trusts for children, and more complex trusts for high net worth clients including the formation of limited liability companies, family limited partnerships, charitable remainder trusts, and private charitable foundations. In his estate and trust administration practice, he assists clients with all aspects of probate and trust administration including preparation of necessary probate court documents, the proper transfer of probate and trust assets, the preparation of appropriate tax returns for the estate and trusts. Paul also advises clients on guardianship matters and Medicaid planning. Paul has extensive experience in closely held business entities including formation and operational aspects as well as the acquisition and sale of assets/stocks. Paul also practices in the area of residential and commercial real estate, including section 1031 exchanges, the preparation and review of real estate contracts and closing documents, residential and commercial real estate leases, and landlord/tenant matters. Paul enjoys golf and is a fan of Xavier University basketball.

Experience

• Counseling and representation of individuals in the preparation of estate plans, including wills and trusts.
• Charitable trust and foundations.
• Tax planning and representation before the IRS.
• Probate and trust Administration.
• Corporate matters.
• Real estate matters.

Honors/Distinctions

• Received AV Preeminent peer rating by Martindale-Hubbell.

Admissions

• State of Ohio
• U.S. Supreme Court
• U.S. Court of Claims
• U.S. Tax Court

Professional Affiliations

• Cincinnati Bar Association
• Ohio State Bar Association
• American Bar Association
• Cincinnati Estate Planning Council

Community Involvement

• Springer School (Past President & Board of Trustees)
• United Cerebral Palsy of Cincinnati (Past Board of Trustees)

Education

• George Washington University (L.L.M. in Taxation, 1970)
• Georgetown University College of Law (J.D., 1967)
• Xavier University (B.S., 1964)

Practice Areas

Cincinnati, OH

Cincinnati, OH

600 Vine Street, Suite 2650
Cincinnati, OH 45202

Directions
Cincinnati, OH
Louisville, KY

Louisville, KY

101 Bullitt Lane, Suite 200
Louisville, KY 40222

Directions
Louisville, KY
Boulder, CO

Boulder, CO

1434 Spruce Street, Suite 100
Boulder, CO 80302

Directions
Boulder, CO