I attended the business school at The Ohio State University and obtained my MBA Degree. I entered the work force employed as a business consultant to the firm’s clients statewide. I always had aspirations of owning my own business and I attended law school and became an attorney so I could start my own business and advise others with their business-related legal matters. I believe that personal planning goes hand-in–hand with successful business transition planning. I have limited my practice to estate and business planning, which allows me to work with individuals and business owners to help them plan their personal estates to provide for their loved ones and also plan for the successful transition of their business interests.
With the birth of our second child, Erin, I was introduced into the world of being a parent of a special needs child. As a result, I expanded the scope of my estate planning services to include special planning for families with special needs children. My wife and I actively participate in a number of special needs organizations related to our daughter’s activities. We also established the Erin Root Fund For Children at the Columbus Foundation to enable us to direct our charitable giving to organizations created to serve children with special needs.
I come from a family of educators. I was the only one from my family who did not become a teacher until I became employed by The Ohio State University in 2003 to teach Estate Planning to students who are pursuing a degree in Consumer & Family Financial Services. In addition to my continuing appointment at Ohio State, I have served on the Finance Advisory Board to the Business School at Ohio University in Athens, Ohio and currently serve on the Board of Trustees at Bridgeway Academy in Columbus, Ohio, which is a school for children with Autism and other disabilities.
Capital University Law School (J.D., 1978)
The Ohio State University (M.B.A., 1972)
The Ohio State University (B.A., 1971)
Ohio State Bar Association – Member
Delaware County Bar Association – Member
Wealth Counsel, National Association of Estate Planning Attorneys – Member
Wealth Counsel, Ohio Network of Estate Planning Attorneys – Member
Bridgeway Academy - Vice-Chairman Board of Trustees
The Columbus Foundation – Advisory Board Member
Ohio University College of Business –Finance Advisory Past Board Member 2005 - 2010
Dublin Chamber of Commerce – Past President
City of Dublin Board of Tax Appeals - Member
Columbus CEO and Martindale-Hubbell(R) Top Lawyer Distinction 2017
Esperti Peterson Institute, Fellow
Legacy: Plan, Protect and Preserve Your Estate. (Contributing Author, Co-Authored by Robert A. Expertise and Reno L. Peterson), 1997
Generations: Planning Your Legacy. (Contributing Author, Co-Authored by Robert A. Expertise and Renno L. Peterson), 1999
Electing to Treat a Revocable Trust as Part of the Estate, published in the Summer 1999 issue of Conspectus Current, Estate & Wealth Strategies Planning Journal.
New Dimensions in Education Planning, published in the August-September 2001 issue of the Journal of Practical Estate Planning, published bi-monthly by CCH Incorporated.