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 small business planning, including family limited partnerships and limited liability companies.
Education
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B.A., Asbury College, 1997
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J.D., magna cum laude, University of Kentucky College of Law, 2000
Professional Memberships and Affiliations
- Kentucky Bar Association Young Lawyers Section
- Fayette County Bar Association
- Fayette County Bar Association Young Lawyers Section
Achievements in Areas of Concentration
- Order of the Coif
- Associate Editor, Kentucky Law Journal
- Leadership Central Kentucky, Class of 2009-2010
- 2008 Rising Star, Lexington Young Professionals Association
- Bluegrass Estate Planning Council, 2001-Present; Board Member, 2003-Present; Treasurer, 2004-2005; Vice President, 2005-2006; President, 2006-2007
Civic and Charitable Involvement
- Lexington Philharmonic Board of Directors
- International Book Project, Inc. Board of Directors
- United Way of the Bluegrass Planning Giving Committee
- Commerce Lexington Programs Committee
Selected Publications and Presentations
Publications:
- "FLP As Business Asset Protection," The Kentucky CPA Journal, Issue 3, 2010
- "Kentucky Legislature Enacts Changes Affecting Trusts and Estates," Greenebaum Law Letter, May 2010
- "Estate Planning is More Than Tax Planning," Greenebaum Law Letter, Issue 1, 2009
- "Latest Developments in FLP Discounts," Greenebaum Law Letter, June 2006
- "FLP Discounts are Still Available," Greenebaum Law Letter, May 2006
- "FLPs: A Stone's Throw From Strangi and a Far Cry from Over," Greenebaum Law Letter, Issue 1, 2004
- "Do You `Trust' Your Current IRA Beneficiary Designation?" Greenebaum Law Letter, Issue 3, 2003
Presentations:
- "Wealth Management and Estate Planning," University of Kentucky Gill Heart Institute, September 26, 2007
- "Leave a Legacy," Asbury College, June 22, 2007
- "District Court Basics," Kentucky Bar Association, June 21, 2007
- "Decisions for a Secure Retirement and Estate Planning," presented with Merrill Lynch, March 22, 2005
- "Kentucky Estate Planning and Drafting Fundamentals" sponsored by National Business Institute, October 31, 2003
- "E2E: Transition From Employee to Entrepreneur," May 31, 2003
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