Chuck is a longtime trusted advisor to many of the region’s most distinguished and successful middle-market companies and their owners, primarily advising them through the lens of tax and succession planning strategies.
In more than 50 years of practice, he has developed a reputation as one of the most revered lawyers in Ohio, having earned acclaim from peer- and client-review publications alike, including from Chambers USA, which asserts that he “is known by his ability to lead by example and has surrounded himself with a staff of legal professionals who understand the importance of building long-term client relationships."
Corporate Tax
As chair of the Corporate Tax Area, Chuck has extensive experience with advising clients regarding corporate and business planning, including implementing transactions that have tax planning implications relating to C Corporations, S Corporations, Limited liability Companies and Limited partnerships. Additionally, business formation, shareholder agreements, complex partnership and corporate agreements, as well as confidentiality and non-competition agreements, constitute a significant portion of his practice.
Mergers + Acquisitions
Chuck also has substantial experience in advising clients on complex business transactions, including mergers, acquisitions, divestitures, recapitalizations, reorganizations and joint ventures. He advises sellers and buyers, as well as private equity groups, sponsoring leveraged recapitalizations and reorganizations. Chuck’s experience encompasses representing a broad range of industries, including manufacturing, health care distribution, restaurant, franchising, retail, building and construction materials, technology, advertising and marketing, and professional services.
Succession Planning
For more than 40 years, Chuck has been advising private companies and their owners regarding estate and succession planning. His experience includes structuring and implementing sophisticated estate planning strategies, including GRATs, Dynasty Trusts, Sales To Grantor Trusts, Family Limited Partnerships, LLCs and Family Foundations.
- The Ohio State University Moritz College of Law (J.D., 1968)
- The Ohio State University (B.S., 1965)
- Ohio
- U.S. Supreme Court
- U.S. Tax Court
- American Bar Association, Taxation, Corporation, Banking and Business Law sections, member
- Columbus Bar Association, Business Tax and Estate Planning + Probate committees, member
- Columbus Foundation, Legal Advisory committee, member
- Ohio State Bar Association, member
- Recognized by Chambers USA as a Senior Statesperson with expertise in Corporate/M+A
- Martindale-Hubbell Rating of AV
- Recognized in The Best Lawyers in America®
- Selected to the Ohio Super Lawyers list since 2004
- Recognized in Columbus CEO Top Lawyers, 2023
- Upper Arlington Rotary, member
