Bob practices in the area of business planning, federal and state, estate and gift taxation, estate planning, probate, trust and asset protection planning. He advises business owners and professionals on business planning including tax matters and successor ownership issues. With regard to estate planning, he advises clients with a wide range of estate planning and tax related issues, including generation-skipping tax planning, GRATs, sales to grantor trusts, charitable trusts, charitable foundations and family partnerships. Bob represents trustees and trust beneficiaries in legal matters with respect to trust administration. He also represents executors and beneficiaries in estate administration and probate matters, including related income tax issues.

Bar Admissions

Kentucky

U.S. Tax Court

Education

• University of Miami School of Law (LL.M., 1974)
  • Taxation
• Brandeis School of Law at the University of Louisville (J.D., 1973)
• University of Kentucky (B.A., 1970)

• Peer Review Rated AV in Martindale-Hubbell
• Best Lawyers^©
  • "Lawyer of the Year" in Louisville for Litigation - Trusts and Estates (2017, 2022) 
  • "Lawyer of the Year" in Louisville for Tax Law (2018)
  • "Lawyer of the Year" in Louisville for Trusts and Estates (2020)
  • Trusts & Estates Litigation (2022-2024)
  • Tax Law (2022-2024)
• Kentucky Super Lawyers^® 

• American Bar Association 
• Louisville Bar Association 
• American College of Trust and Estate Counsel, fellow 
• Estate Planning Counsel Metro Louisville, past president and board member 
• Louisville Visual Art Association, president and Board of Directors 
• Goodwill of Kentucky, past board member and vice president
• Louisville Theatrical Association (“Broadway Series”), past board member and vice president