Meredith K. Sugar

Meredith’s practice is focused in the area of sophisticated wealth transfer, estate planning and administration, tax planning for individuals, corporations and partnerships, business succession planning and general corporate representation. She frequently advises high wealth individuals on how best to structure and implement wealth transfer and estate planning vehicles such as GRATs, dynasty trusts, family limited partnership and limited liability companies. She also represents estates, businesses and individuals in IRS audits.  She regularly forms and advises nonprofit and tax-exempt organizations.

In addition to her estate planning and tax practice, Meredith also advises business owners regarding structuring complex transactions, entity formation, succession planning, mergers and acquisitions and other corporate needs. She has developed a special focus on representing business owners who are involved in the development, installation and construction of energy facilities, as well as oil and gas leasing and development transactions. She frequently collaborates with members of the firm’s Environmental practice.

• Speaker, “Estate Planning, Wealth Transfer and Business Succession Planning,” Delaware County Foundation, May 2019
• Speaker, “Estate Planning,” St. Vincent de Paul Society, 2018
• Speaker, “Wealth Transfer,” Conway Center for Family Business, 2017
• Author, “Ohio’s New Asset Protection Trusts: Leaving a Legacy,” Columbus CEO, August 2014
• Speaker, “Tax Implications of Health Care Reform,” Ohio Manufacturer’s Association, September 2010; HRACO, October 2011
• Author, “Renewable Energy Project ITC, Grant Extended by 2010 Tax Act,” Chester WS Newsletter, Vol. 1, 2011
• Speaker, Author, “Nonprofit Tax Advice in the Wake of the Return Preparer Penalty Standards,” ALI-ABA’s The Practical Tax Lawyer, Winter 2010
• Author, “Ohio General Assembly Reforms Renewable & Advanced Energy Tax Policy,” Client Bulletin, June 2010
• Speaker, “Advanced Energy Tax Credits,” Nonprofit Advocate Institute, May 2010
• Speaker, “Endowments,” Western Conference of United Methodist Church, March 2010
• Author, “Recent Donor Intent Litigation,” Washington Legal Foundation, Spring 2009