KENNETH L. SHEPPARD, JR.

PROFESSIONAL EXPERIENCE

03/05 to SHEPPARD LAW OFFICES, CO., L.P.A., Newark, Ohio

present CEO /President/Managing Attorney. Firm practice includes Family Law, Bankruptcy, and Taxation. Private practice limited to IRS Tax Resolution, Offers in Compromise, Installment Agreements, Audits, Appeals, Divorce, Dissolution, Contempt Actions, Modifications, Child & Spousal Support Calculations, Chapter 7 and Chapter 13 Bankruptcies, Estate Planning, Federal and State Taxation, Estate and Trust Administration, Probate, and Business Law. Maintain three office locations - Columbus, Newark, and Mt. Vernon.

03/04 to BAREFOOT WEALTH MANAGEMENT, Perrysburg, Ohio

03/05 Director of Advanced Planning. (Member Firm of M Financial Group) Given full responsibility for the coordination of the firm's Case Design and Underwriting Departments. Conducted annual estate planning and insurance file and policy reviews. Provided life insurance product and illustration support for wealth transfer cases, with estates ranging from $5M to $75M. Structured premium financing presentations utilizing irrevocable life insurance trusts, zero-out (Walton) grantor retained annuity trusts, and family limited partnerships. Analyzed complex income, gift, and estate taxation issues.

01/02 to RODFONG LAW OFFICES, CO., L.P.A., Boardman, Ohio

05/03 Law Clerk. Managed all phases of the firm's will and estate administration files. Drafted all probate and federal and state estate and income taxation documents (Form 706, Ohio's Form ET2, Form 1041). Transferred real estate, securities, and automobiles. Managed estate checking accounts. Prepared trusts, trust amendments, wills, powers of attorney and living wills. Drafted articles of incorporation, declarations of statutory agent, corporate by-laws, minutes, resolutions, and close corporation agreements.

08/00 to THOMAS and JOHN FERRERO, Attorneys-at-Law, Massillon, Ohio

06/01 Law Clerk. Reviewed commercial and residential leases, buy-sell agreements, and contracts. Produced inter office memos and client letters. Performed title searches and assisted attorneys with closings. Assembled and updated corporate record books. Prepared briefs, argumentative memoranda and case law summaries. Filed documents with courts, recorder offices, county treasurers' offices, and other government agencies.

EDUCATION

UNIVERSITY OF DENVER GRADUATE TAX PROGRAM, Denver, Colorado

LL.M. in Taxation, August 2000 (graduated in top quarter of class)

OHIO NORTHERN UNIVERSITY PETTIT COLLEGE OF LAW, Ada, Ohio

Juris Doctor, May 1999

OHIO NORTHERN UNIVERSITY, Ada, Ohio

Bachelor of Arts, Political Science and History, November 1996

PROFESSIONAL LICENSURE & AFFILIATIONS

Ohio Bar Admission, May 2003
United States Tax Court, 2007
U.S. District Court
Southern District of Ohio, 2007
Columbus Bar Association (Estate/Gift Tax, Probate, & Business Tax Committees)
Creditor Education Coalition
Family Law Committee
Taxation Law Committee
Federal Taxation Committee
Banking, Commercial & Bankruptcy Law Committee
Ohio State Bar Association

View our firm's profile on FindaBankruptcyLawyer.com.

REFERENCES AVAILABLE UPON REQUEST