Bill worked with business owners on the formation and restructuring of corporations, limited partnerships and limited liability companies to achieve strategic planning goals and to facilitate efficient business operations. This type of business planning also involved buy-sell agreements, leases, employment contracts, deferred compensation agreements, and purchase agreements for the sale or acquisition of businesses.
Additionally, Bill provided legal counsel pertaining to the unique estate and succession planning issues presented by family-owned and closely held businesses. He was experienced in the design and implementation of family wealth transfer plans, lifetime giving strategies, and appropriate estate planning documents to minimize the impact of federal and state transfer/estate taxes. The other significant aspect of Bill's practice involved the preparation of wills, revocable living trusts, irrevocable trusts, durable powers of attorney, healthcare advance directives and related documents for a wide variety of business owners throughout Indiana.
Having served as co-chair of the firm’s Estate Planning practice, Bill’s decades of experience allowed him to help clients with the planning solutions they need to safeguard their family business and related assets today and into the future.
Bill was a frequent speaker at estate-planning seminars.
Professional and Community Involvement
Member, Estate Planning Council of Indianapolis
Member, Indiana State Bar Association
Member, Indianapolis Bar Association
Honors
The Best Lawyers in America, 2017-2020; Lawyer of the Year, 2019
