Top 10 Private Wealth Law Change-makers in Kentucky for 2023

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The legal landscape of private wealth law in Kentucky reflects the rich business history of the state. The region is home to lawyers who are experts in their field, blending sharp financial acumen with comprehensive legal knowledge. The primary emphasis of these legal professionals is to help their clients avoid excessive tax implications, handle estate and gift tax planning, and set up robust mechanisms for wealth transfer and estate administration. In this article, we highlight some of the most compelling figures in Kentucky’s private wealth law sector.

While Kentucky might be known for bourbon, bluegrass and horseracing, it’s also home to a strong coterie of distinguished lawyers specializing in private wealth law. These legal professionals are guides, experts, and consultants in managing wealth, protecting assets, and planning for the future. Private wealth law is a particular area of the legal profession where expertise, skill, and a deep understanding of diverse financial interests collides.

The following lawyers have built a substantial reputation in their field and are recognized not just for their legal skills and knowledge but also for their commitment to client service. From estate and gift tax planning, to business succession and wealth preservation strategies, they offer a range of specialized services with a high level of competence and professionalism.

Wade C. Lawson

Lorem ipsum Dinsmore & Shohl LLP is where you’ll find Wade Lawson, an accomplished expert in private wealth law in Kentucky. As a licensed CPA, Lawson is exceptionally well-equipped to handle estate and gift tax planning, trust administration whilst also advising businesses on tax and succession planning interests. A highly respected individual in the Kentucky market, Lawson is an invaluable resource for anyone navigating the waters of private wealth law.

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Tara N. Halbert

Tara Halbert is of counsel in the Lexington office of Dickinson Wright PLLC. She is recognized for her acumen in private wealth law, advising clients on wealth preservation and transfer strategies, as well as estate administration. While the firm does not have an official website, Halbert’s reputation in the industry speaks volumes about her expertise and dedication to her clients.

Jeffrey L. Gehring

As a private wealth law expert, Jeffrey Gehring provides services reliably and professionally at Dickinson Wright PLLC. Consistently commended for his personable nature, Gehring goes above and beyond in assisting clients with their estate, trusts, and business planning matters.

Walter Morris

You’ll find Walter Morris at Wyatt, Tarrant & Combs, LLP, active across the full spectrum of estate planning and administration. Peers affirm Morris’s technical prowess within private wealth law, particularly concerning matters of charitable trusts, and complex planning techniques.

Henry C.T. Richmond III

The “top notch” Henry Richmond serves clients at Dickinson Wright PLLC without any doubt. Richmond represents professionals, executives, and business owners and often receives referrals for the most wealthy and complex estate and trust work in the state.

Turney Berry

Turney Berry can be found at Wyatt, Tarrant & Combs, LLP, heading the trusts, estates, and personal planning service team. Berry impresses peers and clients alike with his intellect, creativity, and depth of experience in facilitating new planning techniques.

Barton T. Rogers

At Frost Brown Todd LLP, Barton Rogers deftly handles a range of trusts and estates matters, including tricky probate issues. Rogers is trusted with representing executors, trustees, and beneficiaries throughout Lexington.

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Kevin L. Johns

Kentucky’s private wealth law market is home to Kevin Johns, an expert in estate planning, inheritance, and business succession arrangements. He is especially praised for his versatile practice within family law.

Mark H. Oppenheimer

Mark Oppenheimer at Dentons Bingham Greenebaum is well-respected in the Kentucky private wealth market. The breadth of his practice includes business succession, estate planning, and estate administration.

Glen S. Bagby

Lastly, Glen Bagby of Dinsmore & Shohl LLP is a seasoned trusts and estates lawyer who is also proficient in family law. With a solid reputation in the industry, Bagby is a longstanding pillar within Kentucky’s private wealth law field.

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