Cincinnati Bar Association - Ambassador
Board of Directors for Cincinnati Estate Planning Council - Member
When it comes to creating legal solutions that fully meet a client’s objectives, Margaret knows that addressing complex, interconnected issues is key to instilling peace of mind.
Clients appreciate that Margaret doesn’t employ a “one size fits all” approach, instead leveraging a thoughtful and thorough conversation to weigh the impact of a range of issues. With estate planning, for instance, that can mean going beyond tax implications to carefully consider dynamics in the client’s family relationships and the strengths and personalities of each individual involved. Whether assisting a young married couple with concerns of how a trust will be administered for their children, or utilizing sophisticated planning techniques to minimize estate and transfer taxes, Margaret always considers a variety of issues to ensure excellence in every aspect. This often means encouraging best practices for creditor protection and income tax basis planning, and providing for flexibility in the drafting of the client’s documents.
Margaret joined the Katz Teller estate planning, probate and trust administration and tax practice groups as a new partner in July 2021. She brings experience in advanced estate planning techniques, extensive knowledge of tax planning, along with expertise in corporate law and mergers and acquisitions. After graduating from the University of Florida with an LLM in Taxation in 1994, Margaret began her legal career in a mid-sized law firm in Cincinnati where her practice and training consisted of a variety of “tax buckets.” Her clients benefit from her ability to be detail-oriented while also seeing a big picture, and are able to leverage her involvement with a wide range of tax transactions such as 1031 exchanges, split dollar arrangements, generation skipping tax planning, tax-free mergers, and significant work on transactions for a publicly traded company.
Her passion for tax planning includes reading daily tax updates in order to stay apprised of issues that impact her clients. Margaret proactively collaborates with her colleagues at Katz Teller to ensure clients receive the best planning and service.
Margaret’s unique combination of both estate and corporate aptitude help her small business clients navigate the formation of estate plans and trusts, including grantor retained annuity trusts, generation skipping trusts, marital trusts, charitable trusts and domestic asset protection trusts, while also assisting on the business side with exit planning, drafting of operating agreements and buy-sell agreements. Her clients also come to her for tax planning assistance, where she helps in formation and governance of LLCs, partnerships, corporations and tax-exempt organizations.
Outside the office, Margaret enjoys bike riding, hiking and golfing with family and friends to re-energize her creative problem-solving abilities.
Listed in The Best Lawyers in America since 2020 (Tax/Trusts and Estates)