Jeff practices in the areas of estate and wealth transfer planning, including preparing wills, trusts, disability documents and marital agreements; estate and trust administration, including fiduciary representation and tax reporting; and asset protection and closely-held business planning, including family limited partnerships and limited liability companies.
Education & Credentials
Education
Asbury University
B.A., 1997University of Kentucky College of Law
J.D., 2000- magna cum laude
Bar Admission
Acknowledgements
- "Top Ranked" Chambers 2017 - High Net Worth (HNW) Guide
- Leadership Central Kentucky, Class of 2009-2010
- 2008 Rising Star, Lexington Young Professionals Association
- Bluegrass Estate Planning Council, 2001-Present; President, 2006-2007
Professional Involvement
- Kentucky Bar Association
- Fayette County Bar Association
Community Involvement
- Director, Lexington Christian Academy
- Chairman, Asbury University Bequest and Planned Giving Committee
- Past member, Lexington Philharmonic Board of Directors
- Past member, International Book Project, Inc. Board of Directors
Publications/Presentations
- "Update on 2704 Proposed Regulations and Impact on 2016 Gift Tax Reporting," Dickinson Wright Tax Tips, March 13, 2017
- "Interest Rate-Sensitive Tax Planning Techniques," Dickinson Wright Tax Tips, September 26, 2016
- "New Estate Basis Reporting Requirements," Dickinson Wright Tax Tips, March 7, 2016
- "Buy-Sell Agreements," Dickinson Wright Tax Tips, August 24, 2015
- "Kentucky Law Update," 2015 Annual Bench & Bar, June 23, 2015
- "Using Trusts with Retirement Accounts," Dickinson Wright Tax Tips, May 4, 2015
- “KBA 2011 Kentucky Probate and Trust Law Update” September 2011
- “2011 Estate Planning: Are You Ready?” September 2011
- “Estate and Asset Protection Planning: Best Practices for the Medical Professional,” March 2011
- “Keys to Effective Business Succession and Exit Planning,” Society of Financial Service Professionals, March 2011
- “Tax Planning in the Midst of Change,” January 2011
- "Wealth Management and Estate Planning," University of Kentucky Gill Heart Institute, September 2007