Steptoe & Johnson

REPRESENTATIVE EXPERIENCE

• Estate planning for individuals and families, including advising and preparation of wills, trusts, prenuptial agreements, financial and healthcare powers of attorney, living wills, gift annuities, charitable remainder annuity trusts and unitrusts, and special needs trusts
• Probate litigation representing individuals, banks, and trust companies involving will and trust construction, reformation of trusts, removal and appointment of successor trustees, and other probate issues
• Business planning for privately held businesses, including articles of incorporation and of organization, codes of regulations, bylaws, business succession planning, voting trusts, deferred compensation agreements, stock incentive plans, close corporation agreements with non-disclosure, non-competition, and buy-sell provisions
• Business planning for seminaries, churches, and other non-profit organizations
• Member of Ad Hoc Committees to establish the Community Foundation of Fairfield County and the Community Foundation of Delaware County

PROFESSIONAL EXPERIENCE

• 2010
  Steptoe & Johnson
• 2008-2010
  Carpenter Lane, LLC
• 1960-2008
  Lane Alton Horst, LLC
• 1970-1976
  Special Counsel, Superintendent of Insurance of Ohio
• 1961-1966
  Solicitor, Village of Canal Winchester

PROFESSIONAL MEMBERSHIPS / AWARDS

• Columbus Bar Association (Probate Committee, Real Estate Law Committee, Estate and Gift Tax Section, Taxation Committee)
• Ohio State Bar Association (Agricultural Law, Estate Planning, Trust and Probate Law and Real Property Law Sections)
• American Bar Association (Real Property, Probate and Trust Law, Business Law and Taxation Sections)
• Estate Planning Council II
• Legal Advisory Committee for the Columbus Foundation
• Roundtable of Real Estate Brokerage Attorneys, Ohio Association of Realtors
• Martindale-Hubbell Peer Review 2010, A-V Preeminent, Highest Possible Rating in Both Legal Ability and Ethical Standards
• Foundation Fellow, Columbus Bar Foundation
• Named to 2010 list of Top Lawyers in Columbus CEO Magazine
• Columbus Rotarian of the Year, 2006
• Awarded American Cancer Society National Division St. George’s Medal
• Awarded American Cancer Society Ohio Division Franklin County Unit Robert E. Matthews Award
• Distinguished Service Awards from Childhood League, United Way of Delaware County, and Community Foundation of Delaware County
• The Best Lawyers of America®, 2001
• Peer Review Rated AV by Martindale-Hubbell

INDUSTRY / CIVIC MEMBERSHIPS

• Member of the Board and Chair of the Audit Committee, Bexley Hall Seminary
• Member, Board of Directors, Community Foundation of Delaware County
• Administrative Law Member, Past President, Rotary Club of Columbus
• Investment Committee, Columbus College of Art and Design
• Past Member, Financial Board of Advisors, Childhood League
• Past President, Columbus Town Meeting
• Honorary Life Member of the Board, American Cancer Society, East Central Division, Inc.
• Past Chair of Investment Work Group, American Cancer Society, National Home Office
• Past Chair of the Board and of the Executive Committee, American Cancer Society, Ohio Division, Inc.
• Past Chair of the Board, United Way of Delaware County
• Past President, Sunbury Big Walnut Chamber of Commerce

PUBLICATIONS / SPEAKING ENGAGEMENTS

• Lecturer-numerous topics, including Director’s Liability, Community Organizations, Charitable