- University of Florida Levin College of Law, J.D., 2016
- University of Central Florida, M.B.A., Taxation, 2013
- University of Central Florida, B.S./B.A., 2011, magna cum laude
Bar & Court Admissions
Ronald (Ron) is an associate in the Vorys Cincinnati office and a member of the trusts, estates and wealth transfer group. Ron’s practice ranges from representing individuals with their estate planning and wealth transfer needs to corporate fiduciaries with respect to trust and estate administration issues.
Ron is a member of the Cincinnati Bar Association as well as the Trust and Probate Law Section of the Ohio State Bar Association. Ron also participates in – and Vorys is an advisor member of – the Family Office Exchange, an authority on matters related to legacy wealth management.
Ron received his J.D. from the University of Florida, Levin College of Law where he was president of the Tax Moot Court, Association for Tax Law and Volunteer Income Tax Assistance (V.I.T.A.). Prior to Law School, he worked in public accounting for several years, and received his M.B.A. in Taxation and his B.S./B.A. in Accounting magna cum laude from the University of Central Florida.
Ron is also a licensed CPA in both Florida and Ohio.
- 11/15/2018The Tax Cuts and Jobs Act that was signed into law at the end of 2017 made sweeping changes to many laws affecting donors.
- Fall 2018Gone are the days of going on vacation to get away. As technology continues to advance, society has not only become increasingly dependent on the ability to remotely handle routine tasks, but also on the capability to deal with more complicated tasks such as reviewing and signing involved legal documents.
- 10/1/2018Gone are the days of going on vacation to get away. As technology continues to advance, society has not only become increasingly dependent on the ability to remotely handle routine tasks, but also on the capability to deal with more complicated tasks such as reviewing and signing involved legal documents.
- 1/29/2018If you have not looked at your estate plan recently, it’s time to do so.
- 12/28/2017On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act of 2017 (referred to herein as TCJA or the Act). Although the most discussed provisions of the Act concern income tax changes, the new tax law also contains provisions that directly or indirectly affect estate planning.
- 11/20/2017The U.S. Tax Court recently determined that the IRS can re-examine the deceased spouse’s estate tax return that reported the unused exclusion, without regard to any statute of limitations.
- 11/9/2017The latest and growing trend for high net worth families involves the formation of a Family Office.
- 10/12/2017It is very satisfying to finally complete your estate plan. Looking over the binder containing copies of your Will, Trust(s), Power of Attorney and ancillary documents, you feel quite accomplished.
- 8/21/2017Ohio Court of Appeals Rules That a Beneficiary's Interest in an Irrevocable Trust Is Not Subject to Equitable Division in a DivorceOne of the many reasons that clients consider trusts in their estate planning is to protect assets from the creditors of their beneficiaries.
- 6/1/2017Client Alert: Young v. Bellamy: Ohio Court of Appeals Affirms Summary Judgment in Will Contest, Confirms High Bar to Overturn a Will on Undue Influence or Lack of Testamentary Capacity GroundsContestants of an Ohio will must overcome a very high threshold to establish that a decedent was unduly influenced or lacked testamentary capacity. Young v. Bellamy, decided on May 24, 2017, provides a new example of just how difficult it is to overturn a will.
- 5/31/2017Recently, the Ohio Legislature passed House Bill 432, which became effective on April 6, 2017.
- 12/6/2016Choosing a trustee is one of the most important and, often times, the most difficult decision for clients when creating a trust.
- 3/21/2016Mr. Smith, a widower, died survived by his three children. At the time of his death, Mr. Smith had the following assets: Residence (valued at $250,000), Checking/Savings Accounts (valued at $50,000) and Investment Account (valued at $600,000).
- 3/17/2015For decades, estate planners have been using trusts to help their clients save estate taxes.
- 1/26/2015As the new year is in full swing, you may or may not have ditched your resolutions by now.