Alan received his Bachelor of Science in Accountancy from the University of Illinois in 1974 and his law degree from Chicago-Kent College of Law in 1977.
PROFESSIONAL ASSOCIATIONS AND MEMBERSHIPS
Alan is a long-time member of the Ohio State Bar Association Estate Planning, Trust and Probate Law Section Council and was the former Chair of the OSBA Estate Planning, Trust & Probate Specialty Board. Alan is also a member of The Illinois State Bar Association and Columbus Bar Association.
Alan was selected to the Super Lawyers list by Ohio Super Lawyers magazine (2004-2010, 2013-2020) and named as a “Top 100 Attorney” in the country by Robb Report Worth Magazine, Dec. 2005. He has also been recognized by US News “Best Lawyers” in America and is a life member of National Registry “Who’s Who”, 2001 Edition. Alan has received the Martindale-Hubbell® rating AV Preeminent®.
PUBLICATIONS AND SPEAKING ENGAGEMENTS
Alan has authored numerous books, portfolios, and articles including four Bloomberg BNA tax portfolios and a Bloomberg BNA accounting portfolio. Recent example of his work can be seen in a co-authored article titled, “The Income Taxation of Trusts and Estates,” published by Carolina Academic Press, a successful academic publishing company focused primarily in the legal industry.He has been published outside of the legal industry, with a book on theology and religion, “Thirteen Truths about God and Life: Deeper Understanding Through Deeper Thought”, published by Brighton Publishing. Additionally, Alan has a blog, The Examined Life, which discusses religious, philosophical, and political issues.
Alan is a frequent lecturer for Ohio Continuing Legal Education and other professional groups. He is also a former adjunct professor at Capital University Law School, teaching classes on Federal Income Taxation of Trusts and Estates and drafting of Estate Planning Documents.