Attorneys

Areas Of Practice:

Transactional Law

Litigation

Appellate Practice

Trusts & Wills

Estate Administration

Wealth Accumulation, Protection & Transfer

Business Formation, Tax Planning & Succession

Charitable Giving

Family Legacy Planning

Charitable Trusts

Defective Grantor Trusts

Residence Trusts

Entity Planning

Asset Protection Trusts

Certifications/Specialties:

Certified Specialist in Estate Planning, State of Ohio

Bar Admissions:

Ohio, 1977

U.S. Supreme Court, 1987

U.S. District Court, 1977

Education:

Capital University Law School, Columbus, Ohio, 1977

Juris Doctorate

Esperti-Peterson Institute for Advanced Wealth Strategies Planning, Sarasota, FL/Jackson, WY, 2002

Fellowship

Muskingum College, New Concord, Ohio, 1973

Bachelor of Arts

Published Works:

Conspectus Current (Contributing Reviewer), 1998-2001

Classes/Seminars Taught:

Ethics and the Challenges of Representing Aging Clients and their Families, National Network of Estate Planning Attorneys, Las Vegas, 2003

 

The Alphabet Soup of Qualified Retirement Plans, National Network of Estate Planning Attorneys, Minneapolis, 2001

 

Advanced Planning Issue Spotting, National Network of Estate Planning Attorneys, Orlando, 2000

 

Wealth Planning for Small Bank Owners & Officers, Montana Community Bankers Association, Big Sky, MT, 2000

 

Post Mortem Estate Planning, Ohio Society of CPA's, Cleveland and Dayton, November, 2000

 

International Asset Protection Trusts, Athroscopy Association of North America, Miami Beach, 2000

 

Wealth Planning Diagnosis and Treatment, Current Concepts Retirement from Medicine Conference, Las Vegas, April, 2000

 

Dairy Farm Family Wealth Preservation, United States Holstein Foundation, Louisville, June, 1998

 

Counselling Clients about Charitable Gift Planning, University of Cincinnati Planned Giving Conference, November, 1998

 

Truth About Estate Planning, National Network of Estate Planning Attorneys, Minneapolis and Denver, 1997 - 1998

 

Year in Review, Oklahoma CPA Society, Tulsa, OK, 1993

 

Continuing Education Programs and Education Workshops, American Express Financial Advisors, Paine Webber, Nationwide Best of America Funds, Prudential Securities, Prudential Financial, 1994 - 2003

 

Continuing Education Programs and Education Workshops, Merrill Lynch, Morgan Stanley Dean Witter, Hilliard Lyons, Advest, John Hancock, The New England, American Skandia, Fifth Third Bank, 1994 - 2003

 

Continuing Education Programs and Education Workshops, Farmers Financial Services, 1994 - 2003

Honors and Awards:

Financial Ambassador, The Ohio State University

 

Service Award, Leave-a-Legacy Foundation

Professional Associations and Memberships:

Ohio Forum of Estate Planning Attorneys

Two-term Chairman

 

National Network of Estate Planning Attorneys, 1992 - Present

Member, Teaching Faculty

 

WealthCounsel, LLC

Member, National Study Group

 

Wealth Strategies Institute at Michigan State University

Adjunct Teaching Faculty

 

Columbus Bar Association, 1977 - Present

 

The Columbus Foundation

Member, Professional Advisory Committee

 

Shawnee State University

Member, Tax Advisory Committee

Past Employment Positions:

Huddleston Law Offices, Founding and Managing Partner, 1995 - 2003

 

Miller & Dye Co., LPA, Of Counsel, 1988 - 1995

 

Ohio Financial Service Corporation, Executive Vice President, 1986 - 1987

 

Meuse Rinker Chapman Endres & Brooks Incorporated, Merger & Acquisitions Consultant, 1985 - 1986

 

Ohio Savings Institutions, Superintendent, 1983 - 1985

 

Attorney, General Practice of Law, 1978 - 1983

Birth Information:

1950