Experience

Wood + Lamping LLP

• Law Practice
• 1 - 100 Employee

• Attorney

  • Aug 2023 - Present

  * Representing clients throughout Ohio, Kentucky and Tennessee. * Representing executors, trustees, and beneficiaries in probate and estate administration matters, including trust administration, preparation of estate tax returns, and decedent income tax returns, as well as prosecuting and defending will contests, probate and trust litigation matters. * Advising clients regarding estate planning strategies including: revocable trusts, irrevocable trusts, grantor retained annuity trusts, QTIP trusts, supplemental needs trusts, irrevocable life insurance trusts, charitable remainder trusts, private foundations, family limited partnerships, LLCs, corporations, last will and testaments, living wills, durable powers of attorney, and healthcare power of attorney legal documents. * Providing counsel to clients regarding tax minimization strategies and techniques. * Advising clients regarding Medicaid planning issues including advisability and implementation of Irrevocable Medicaid Trusts and Qualified Income Trusts in order to maximize protection of non-exempt assets. * Preparation of individual and corporate income tax returns, retirement tax planning, income tax planning, FBAR compliance, international tax matters, and corporate accounting matters. * Advising closely held companies and privately held companies regarding corporate transactions including M&A, joint venture formation, stock offerings, limited partnerships, notes, and securities transactions. * Advising and counseling private equity transactions including private equity, capital fund, and real estate investment fund formation and structuring. * Advising and counseling clients on complex corporate taxation issues, including domestic and international tax issues involving hedge fund, private equity, and venture capital transactions. Show less



Thompson Hine LLP

• United States
• Law Practice
• 700 & Above Employee

• Senior Counsel

  • Jul 2022 - Aug 2023

  * Senior Counsel in the Personal and Succession Planning Practice Group. * Representing clients throughout Ohio, Kentucky, and Tennessee. * Representing executors, trustees, and beneficiaries in probate and estate administration matters, including trust administration, preparation of estate tax returns, and decedent income tax returns, as well as prosecuting and defending will contest, probate, and trust litigation matters * Advising clients regarding estate planning strategies including: revocable trusts, irrevocable trusts, grantor retained annuity trusts, qualified terminal interest property (QTIP) trusts, supplemental needs trusts, irrevocable life insurance trusts, charitable remainder trusts, private foundations, family limited partnerships, LLCs, corporations, last will and testaments, living wills, durable powers of attorney, and healthcare power of attorney legal documents. * Providing counsel to clients regarding tax minimization strategies and techniques Show less



Aronoff, Rosen & Hunt

• United States
• Law Practice
• 1 - 100 Employee

• Partner

  • Jan 2022 - Jul 2022

  * Advised clients regarding a variety of customized estate planning strategies* Implemented proven business development, legal marketing, and sales strategies exceeding $300,000 in annual billable production* Representing executors, trustees, and beneficiaries in probate and estate administration matters, including trust administration, preparation of estate tax returns, and decedent income tax returns, as well as prosecuting and defending will contest, probate, and trust litigation matters* Advising clients regarding estate planning strategies including: revocable trusts, irrevocable trusts, grantor retained annuity trusts, qualified terminal interest property (QTIP) trusts, supplemental needs trusts, irrevocable life insurance trusts, charitable remainder trusts, private foundations, family limited partnerships, LLCs, corporations, last will and testaments, living wills, durable powers of attorney, and healthcare power of attorney legal documents* Advising clients regarding Medicaid planning issues including advisability and implementation of Irrevocable Medicaid Trusts and Qualified Income Trusts in order to maximize protection of exempt assets* Preparation of individual and corporate income tax returns, retirement tax planning, income tax planning, FBAR compliance, international taxation matters, and corporate accounting matters.* Advising closely held companies and privately held companies regarding corporate transactions including M&A, joint venture formation, stock offerings, limited partnerships, notes, and securities transactions. * Advising and counseling private equity transactions including private equity, capital fund, and real estate investment fund formation and structuring.* Advising and counseling clients on complex corporate taxation issues, including domestic and international tax issues involving hedge fund, private equity, and venture capital transactions. Show less

• Attorney

  • Nov 2018 - Dec 2021

  My law practice is focused in the areas of Estate Planning, Estate Administration, Estate Tax Planning, Income Tax Planning, Intergenerational Asset Transfer and Asset Protection Planning, Corporate Law, and Securities Law.


Fidelis Law PLLC
• United States
• Law Practice
• 1 - 100 Employee
• Attorney and Counselor at Law

  • Jul 2017 - Oct 2018


Thomas Walters, PLLC

• United States
• Law Practice
• 1 - 100 Employee

• Estate Planning Attorney

  • Jun 2016 - Jul 2017

  Dan Works with Individuals and Families in the Areas of Estate Planning, Estate Settlement, and Probate Administration So that His Clients May Protect Their Assets While They Are Alive, Avoid Nursing Home Poverty, and Provide a Smooth Transition of their Assets and Wealth to Their Loved Ones With As Little Government Intrusion and Cost as Possible. Dan Also Works With Families Through the Probate Process and Trust Administration Process Following the Death of a Loved One and Family Member. Dan is the Author of Four Special Legal Reports Including: "Estate Planning in Tennessee" "Estate Planning Landmines" "Estate Planning for the Small Business Owner" "Protecting Your Assets from Nursing Home Poverty" Dan is also the Author of the Book "Estate Planning for Tennessee Families" which is Scheduled for Publication in Early 2017. Show less



Rabalais Law

• United States
• Law Practice
• 1 - 100 Employee

• Estate Planning Attorney

  • Mar 2015 - Jun 2016

  Director of the Nashville, Tennessee of Rabalais Law. Dan Works with Individuals and Families in the Areas of Estate Planning, Estate Settlement, and Probate Administration So that His Clients May Protect Their Assets While They Are Alive, Avoid Nursing Home Poverty, and Provide a Smooth Transition of their Assets and Wealth to Their Loved Ones With As Little Government Intrusion and Cost as Possible. Dan Also Works With Families Through the Probate Process and Trust Administration Process Following the Death of a Loved One and Family Member. Show less



Cornetet, Meyer, Rush & Kirzner. LPA

• Law Practice
• 1 - 100 Employee

• Associate Attorney

  • Aug 2012 - Feb 2015

  Representing Individuals, Families, and Small Businesses in Southwest Ohio in the Following Areas: - Criminal Defense - DUI/OVI and Traffic Defense - Consumer Bankruptcy and Business Bankruptcy Including Chapter 7 and Chapter 13 - Estate Planning and Probate - Business Formation and Business Law - Civil Litigation Representing Individuals, Families, and Small Businesses in Southwest Ohio in the Following Areas: - Criminal Defense - DUI/OVI and Traffic Defense - Consumer Bankruptcy and Business Bankruptcy Including Chapter 7 and Chapter 13 - Estate Planning and Probate - Business Formation and Business Law - Civil Litigation



Getty Law Office, LLC

• Associate Attorney

  • Sep 2011 - Aug 2012

  Represented Individuals in Montgomery County, Greene County, and Warren County in the following areas:- Criminal Defense- Juvenile Law- Estate Planning and Probate

• Law Clerk

  • Jun 2010 - Sep 2011



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Student Representative

  • Jul 2009 - Dec 2010

  * Knowledgeable in all areas of Westlaw’s Research Tools * Setting up student organizations on TWEN * Troubleshooting any occasional problems with Westlaw research and Westlaw printers * Knowledgeable in all areas of Westlaw’s Research Tools * Setting up student organizations on TWEN * Troubleshooting any occasional problems with Westlaw research and Westlaw printers


Flanagan, Liberman, Hoffman, and Swaim
• Legal Extern

  • May 2010 - Jun 2010


Office of the Ohio Public Defender

• United States
• Law Practice
• 1 - 100 Employee

• Legal Intern

  • Jun 2009 - Aug 2009

  * Performing research and writing on various appeals of capital convictions * Research and writing on Ohio’s Death Penalty Law * Performing research and writing on various appeals of capital convictions * Research and writing on Ohio’s Death Penalty Law


Enterprise Rent-A-Car
• United States
• Real Estate
• Management Trainee

  • 2006 - 2008