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John is Chair of the firm's Estate Planning Department. He also leads the firm's Senior Partner Committee, and is a member of the firm's Finance Committee. John, a former Certified Public Accountant, began his career in the tax department of the big four international accounting firm of Deloitte. John's practice focuses primarily on estate and trust planning and administration, preparation of prenuptial and postnuptial agreements, as well as charitable and family-owned business planning. As he develops relationships with his clients, John creates and implements plans for individuals and families that help them successfully transition their assets/wealth in a beneficial manner. With his accounting and tax background, John is adept at developing plans that are tax efficient, for both this generation and those to follow. Additionally, John's counsel to his clients includes detailed explanation and follow-up to ensure a solid understanding of the developed plan. John is licensed to practice law in both Kentucky and Indiana and has a strong client base in each state. 

John's strong relationships with his clients often result in him becoming their outside general counsel for all of their legal needs. In this capacity, whether for individuals or businesses, he successfully manages and oversees matters in other legal areas such as labor and employment, litigation, real estate and corporate. John has experience with clients in industries such as movie theaters, restaurants, family­-owned farms, entertainment, franchising and manufacturing. He serves as legal advisor and outside general counsel to private equity firms and family businesses. He has been involved in the acquisition and selling of multi-million dollar real estate ventures and businesses; assisted in the successful transition of businesses to succeeding generations; overseen creation and implementation of human resource materials; and successfully litigated disputes involving estates, trusts, businesses and individuals.

John is a Fellow in the prestigious American College of Trust and Estate Counsel (ACTEC). John was selected for inclusion in The Best Lawyers in America© every year since 2009; he is AV© Peer Review RatedTM by Martindale-Hubbell; and was selected for inclusion in Kentucky Super Lawyers since 2008. John was the long-time editor of the firm's newsletter and was a past recipient of the Business First 40 under 40 Award. He sits on the Indiana Continuing Legal Education Commission's Advisory Panel for Attorney Specialization and is a member of the Louisville, Kentucky and American Bar Associations. John is also involved in many civic and charitable groups and committees within the regional area.

Career Highlights

Representative Cases and Achievements

  • The Best Lawyers in America® Louisville Trust and Estates "Lawyer of the Year," 2018
  • Fellow, American College of Trust and Estate Counsel
  • Formerly a Certified Public Accountant with Deloitte

Awards

  • Selected for inclusion in The Best Lawyers in America®, 2009-2018, in the fields of Non-Profit/Charities Law, Trusts and Estates
  • Selected for inclusion in Kentucky Super Lawyers® in the field of Estate Planning & Probate, 2008-2018
  • Martindale Hubbell "AV" Rating
  • Louisville Bar Association, 1997 Section of the Year Award
  • 2000 Recipient, Business First 40 Under 40 Award
  • Formerly Editor-in-Chief, Bingham Greenebaum Doll LLP Newsletter
  • Phi Kappa Phi Honor Society

Affiliations

Professional Affiliations

  • Indiana Continuing Legal Education Commission's Advisory Panel for Attorney Specialization
  • Louisville Bar Association, 1997 Probate and Estate Section Chairman
  • Kentucky Bar Association
  • American Bar Association

Community Involvement

Civic and Charitable Involvement

  • Board of Overseers, St. Meinrad Seminary and School of Theology, St. Meinrad, Indiana
  • Downtown Louisville Rotary Club, Paul Harris Fellow
  • Leadership Southern Indiana, Class of 2006
  • Estate Planning Council of Louisville
  • Southern Indiana Estate Planning Council
  • Louisville Zoo Foundation Bequest and Planned Giving Council
  • One Southern Indiana 

Media

Contributions & Published Works

  • "The Business 'Prenup':  5 Big Questions to Consider with your Client before Entering into a Buy-Sell Agreement," Indiana Continuing Legal Education Forum, January 2015
  • "Do You Have The Vision? Ways To Capitalize On The Current Economic Downturn In Transferring Wealth To The Next Generation," Louisville Bar Association, October 2009
  • Estate and Inheritance Tax Update, Indiana Tax Conference 2007, Indiana Chamber of Commerce
  • "Tax Implications of Structuring Estate Plans for Business Owners and Executives," Indiana Tax Conference 2006, Indiana Chamber of Commerce
  • Emerging Companies Guide: A Resource for Professionals and Entrepreneurs, Co-Author of several chapters, American Bar Association
  • "Qualified Personal Residence Trusts," Southern Indiana Estate Planning Council
  • "Kentucky State Tax Issues Update," Professional Education Systems, Inc.
  • "Estate and Disability Planning," Institute of Management Accountants
  • "Breaking Up is Hard to Do - The Estate Planner's Guide to Planning for Married Clients," Louisville Bar Association
  • "Impact of the 1997 Tax Reform Act on Your Estate and Financial Planning," Louisville, Kentucky
  • "Prudent Investor Rule Opens Doors for Kentucky Banks and Trusts," Bar Briefs, Louisville Bar Association, September 1997, Kentucky Banker Magazine, Fall 1996
  • "Estate and Disability Planning," YMCA of Greater Louisville
  • "Selected Topics for Business Owners," Kentucky Financial Group, Inc.
  • "Disability Planning: A Panel Discussion," Louisville Bar Association
  • "Annual Tax Law Update," Louisville Bar Association
  • "Private Foundations - A Vehicle for Charitable Giving," Southern Kentucky Estate Planning Council
  • "Valuation Issues Relating to Business," Louisville Bar Association
  • "Valuation for Gift & Estate Tax Purposes," Cincinnati Bar Association
  • "Would a Charitable Remainder Trust Benefit Your Clients?" Louisville Chapter of the International Association of Financial Planning
  • "The Tax Court's Expanded Jurisdiction Over Interest," Tax Notes, October 1992

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Events

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University of Evansville, B.S., summa cum laude, 1985
University of Louisville, Louis D. Brandeis School of Law, J.D., Dean's List, 1992

  • Kentucky
    Indiana
    U.S. Court of Appeals for the Sixth Circuit
    U.S. District Court, Western District of Kentucky
    U.S. District Court, Southern District of Indiana
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