About
Bill's practice includes advising clients on benefits and compensation issues and ERISA. He provides consulting, preparation of plan documentation, implementation of plans and ongoing representation to participants, trustees, fiduciaries, sponsors and third-party administrators in a wide variety of employee benefits matters.Bill counsels individuals and small business owners in the design of estate and succession plans, including retirement plan aspects. He also provides general business representation for individuals and closely held business owners.
Overview
Practice focus
Firm
Office details
Location
Cleveland, OH 44114
Services
Practice areas
Languages
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Credentials
Bar admissions
- Ohio, Cleveland Metropolitan Bar Associations
Education
- The University of Akron, J.D., graduated 1987
- Walsh College, B.A., graduated 1984
Affiliations
- Ohio State Bar Association, Probate and Trust Law Section - Member (1987-Present)
- Cleveland Metropolitan Bar Association, Probate and Trust Law Section - Member (1987-Present)
- Benefits Council of Cleveland - Board of Trustees
- ASPPA Benefits Council (ABC) of Cleveland - Member of Trustee (1999-Present)
- Past Officer and National Liaison
- Estate Planning Council of Cleveland - Member (1992-Present)
- Tax Club of Cleveland - Member (1990-Present)
- International Foundation of Employee Benefit Plans - Member (2015-Present)
