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Summary
With more than 30 years of experience serving a variety of businesses in central Ohio, Tony advised and served as general counsel for family-owned businesses. Providing a strategic and tailored approach to client business objectives, Tony oversaw legal compliance for C-level executives on business needs, including the establishment of advisory boards, control issues, governance, succession planning, and wealth transfer.
Tony served as counsel for a Chapter 11 Debtor in possession, as counsel to creditors’ committees in bankruptcy proceedings, and engaged in restructurings of distressed companies outside of the bankruptcy process. He was a member of Taft’s Distressed Company Task Force, which was created to assist borrower clients in every way during the COVID-19 pandemic, including how to navigate discussions with their lenders and in addressing concerns over suppliers and stakeholders.
Tony represented companies, individuals, and business owners involving:
- Wealth transfer, estate, and gift tax planning.
- Business succession planning.
- Corporate and business law.
- Mergers and acquisitions.
- Securities financing and private placement.
- Structuring renewable and other energy projects.
- Commercial real estate transactions.
Tony routinely counseled clients regarding entity selection, formation, and governance. He also provided counsel on capitalization and financing, including loan documentation, private equity, private placements and dispute resolution among business owners, including owners of minority interests.
For his wealth transfer clients, Tony assisted with estate and succession planning, including structuring and implementing sophisticated estate planning strategies such as dynasty trusts, grantor retained annuity trusts, sales to grantor trusts, family partnerships or limited liability companies and family foundations, as well as negotiating estate and gift tax return audit settlements with the Internal Revenue Service.
Tony was known for his success in negotiating and closing multi-million dollar acquisitions (on the buyer and seller side). He often represented businesses in securing and documenting syndicated financing in excess of $100 million.
In addition, Tony’s experience in the energy industry included acquisitions of pipeline companies and natural gas and electricity marketers. He represented renewable energy developers and installers and structured transactions for solar farms and other renewable energy installations.
Awards
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Honoree, Best Lawyers in America (2005 – present)
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Honoree, Ohio Super Lawyers (2004, 2006 – 2014, 2016 – 2019)
AV Peer Review Rated (Preeminent), Martindale-Hubbell
Honoree, Columbus CEO “Top Lawyers” (2019, 2021 – present)
Education
- The Ohio State University Moritz College of Law (1979)
- The Ohio State University (1977)
B.A.
- Columbus International College (1974)
A.A.
Admissions
- State - Ohio
Speeches and Publications
- Frequent lecturer to the general public and to attorneys, primarily on estate planning and business succession issues
- “Private Companies Should Heed Sarbanes-Oxley Act” Columbus Business First, July 1, 2005
- Author: “Succession Planning for the Family Business. Does Your Business Have Long-Term Care Insurance?” CWS Newsletter, Vol. 2, 2009
- Author: “Important Tax Provisions for Business Owners” CWS Newsletter, Vol. 3, 2010
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Past Events
Professional Affiliations
- Columbus Bar Association
Member, Estate and Gift Tax Subcommittee
Former Chairman - Ohio State Bar Association
Member, Corporate Counsel Committee
Member, Estate Planning Probate and Trust Law Committee
Community Involvement
- Easterseals of Central and Southeast Ohio
Board Member (2017 – present)
- Lifecare Alliance Legacy Endowment Advisory Council
Former Member, Advisory Board (2018)
- Conway Center for Family Business
Former Leader, Succession Planning Peer Group (2013 – 2018)
- Capital University Law School
Former Adjunct Professor, Graduate Tax Program