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Meredith K. Sugar
Partner

MEREDITH K. SUGAR’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.

Representative Experience

  • Representation of estates, businesses and individuals before Internal Revenue Service and Ohio Department of Taxation regarding tax issues
  • Negotiation and sale of company stock and assets
  • Negotiation of oil and gas leasing transactions
  • Buy-sell agreements and corporate representation
  • Counseling on selection and structuring of various types of entities, including Family Limited Partnerships & LLCs
  • Business Succession Planning
  • Representation of renewable energy developers, installers and financiers
  • Nonprofit and tax-exempt organizations

Achievements and Awards

  • Columbus CEO, "Top Lawyers" (2015)
  • Ohio State Bar Foundation 2011 District 7 Community Service Award
  • Recipient, “Forty Under 40” by Business First (2010)
  • Columbus Bar Association Community Service Award (2010)
  • Listed as an “Ohio Rising Star” by Law & Politics (2013)
  • Pi Mu Epsilon, National Mathematics Honorary
  • Presidential Mathematics Award, The Ohio State University
  • CALI Award, Commercial Law, Moritz College of Law

Professional Memberships and Community Service

  • National Easterseals, Board of Directors
  • A.G. Bell Association for the Deaf and Hard of Hearing, Washington, D.C., Past President, Board of Directors
  • Easterseals of Central and Southeast Ohio, Past President, Board of Directors
  • Nationwide Children's Hospital Parent Advisory Board
  • Fellow, Ohio State Bar Foundation, Class of 2011
  • Fellow, Columbus Bar Foundation
  • Member, Ohio Oil and Gas Association
  • First Congregational Church of Columbus - Past Trustee/Secretary
  • The Catholic Foundation, Columbus - Past Member, Professional Advisors Group
  • Columbus Bar Association - Trusts and Estates Committee, Nonprofit Committee, and Business Law Committee
  • Deaf Initiatives, Inc., Past Director
  • CLAVE Caring for Hearing Impairment, London, England - Board of Directors
  • Fundación Oír es Clave – Centros de Atención Temprana en Deficiencia Auditiva, Madrid, Spain; Board of Directors
  • Service Provider, Conway Center for Family Business
  • Past Member, The Entrepreneurship Institute

Speeches and Publications

  • 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," CWS 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

Other Professional Experience

  • Associate, Vorys Sater Seymour & Pease (1999-2007)
  • Former Adjunct Professor of Mathematics, Columbus State Community College
  • Former land/lease/legal analyst, Belden & Blake Corporation