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Jeffrey R. Dundon JD, LLM
Dundon and Huddleston LLP
Suite 210 Commerce Bank Building
3650 Olentangy River Road
Columbus, OH 43214
 
 
Communication Center  
Phone: (937) 438-3122
(888) 878-7871
E-mail: jeff@dundon.com
Fax: 614.264.7108
Web site:


Areas of Practice Education Honors
Published Works Affiliations

Our business is to act as attorney and counselor at law for our estate planning clients.  We assist our clients in developing wealth transition and business succession plans to accomplish their goals. In the process we reduce or eliminate capital gains, estate, gift and generation skipping taxes.  As part of this process we give clients the opportunity to pass value, responsibility, and work stewardship ethics to their heirs.

Mr. Dundon is a frequent lecturer on Estate Planning and asset protection vehicles, and Employee Benefit issues.  Recent presentations were to members of the National Network of Estate Planning and the Esperti Peterson Institute.  He conducts continuing education presentations for attorneys, accountants, and insurance professionals.

He is married to his wife Ann, for 28 years, and has three children Kate, Jeff, and Deirdre.  He enjoys hiking, sailing, reading, and history.

Areas Of Practice:
Estate Planning
Charitable Gift Planning
Business Succession Planning
Employee Benefits (ERISA) and Executive Compensation
Expatriate Compensation
Bar Admissions:
Ohio, 1985
Washington, 1978
U.S. District Court Western District of Washington, 1993
Education:
Boston University School of Law, Boston, Massachusetts, 1984
LL.M., Taxation

Seattle University, School of Law, Seattle, Washington, 1977
J.D.

Muhlenberg College, Allentown, Pennsylvania, 1973
A.B.

Published Works:
Giving (Contributing Author), 2003
 
Generations, Planning Your Legacy (Contributing Author), 1998
 
Strictly Business (Author and Editor), 2001
 
Conspectus Current (Reviewer), Fall 1999, Summer 2000, Summer 2001
Classes/Seminars Taught:
Adjunct Professor, Academy of Multidisciplinary Practice, Michigan State University
Honors and Awards:
Fellow, Esperti Peterson Institute
Professional Associations and Memberships:
WealthCounsel, LLC
Member, Review Board
 
Dayton Bar Association
Member
 
Dayton Bar Association, Business Section
Former Chairman
 
Dayton Bar Association, Tax Section
Former Chairman
 
Ohio Bar Association, Federal Tax Section
Member
 
Ohio Bar Association, Real Property Section
Member
 
Ohio Bar Association, Trust Section
Member
 
American Bar Association, Taxation Section
Member
 
Dayton Chapter of the Planned Giving Council
Member
 
Dayton Chapter of the American Red Cross Planned Giving Committee, 2002 - Present
Chair
 
Miami Valley Estate Planning Council
Member
 
Navy League
Member
 
The Retired Officers Association
Member
 
Judge Advocates Association
Member
 
South Metro Chamber of Commerce, 2002 - Present
Member, Board of Directors
 
Centerville Noon Optimists, 1998 - 2002
Member, Board of Directors
 
Centerville-Washington Township Bicentennial Commission, 1994 - 1997
Vice-President
 
Segment Review Committee for the Estate and Wealth Strategies Institute at Michigan State University
Member
 
Dayton Chapter of the American Red Cross Planned Giving Committee, July 1, 2003 - Present
Board of Directors
Past Employment Positions:
U.S. Navy, Judge Advocate General, 1978 - 1984
 
U.S. Navy, Judge Advocate General (Reserves), 1984 - 2000
 
NCR Corporation, Domestic and International Tax Attorney, 1984 - 1987
 
Mead Corporation, Employee Benefits Attorney, 1987 - 1992
 
Law Offices of Jeffrey R. Dundon, 1992 - 2003
Birth Information:
1951


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