Educated in economics, accounting and finance at Wharton, Bill advises privately-held businesses and individuals in a range of business, estate planning and succession issues, and in real estate transactions.
Overview
Bill works with privately held businesses in a variety of industries, assisting them with business estate planning, succession planning, and real estate transactions. He has extensive experience with the design and implementation of family partnerships for use in wealth preservation and wealth transfer.
Bill brings a unique skill set to bear for his clients, including an understanding of accounting principles, tax law, real estate investment vehicles, estate planning and corporate law. He designs and prepares buy-sell and shareholder agreements for clients. He has significant experience with ad valorem real and personal property taxation.
Experience
Bill works with clients to develop and implement family partnerships, an efficient way for family members to share ownership in a business, preserve wealth, minimize taxes and establish orderly succession planning.
Bill works with clients to develop highly tailored shareholder agreements and buy-sell agreements that provide tax savings while, at the same time, meet specific business goals for clients.
His business background is key for clients when discussing business transition planning and options, including everything from assessing readiness, preparing for sale or transition, identifying the proper advisors, management success, corporate structure, tax consequences, valuation, issues, family dynamics and charitable giving goals.
Bill is, and has been, active on numerous community boards.
News & Insights
News
Recognitions
Recognitions
Recognized in The Best Lawyers in America® list, 2023-2025
Professional & Civic Activities
Professional & Civic Activities
Previous Involvement:
The First Tee of Greater Kansas City, Board of Directors
Genesis School, Board of Directors and President
American Junior Golf Association, Marsh Kansas City Junior, Local Tournament Committee, Chairman
Ozanam, Board of Directors, President
Ozanam Foundation, Board of Directors and President
Baptist Medical Center Foundation, Board of Directors
Inter-Club Junior Golf Program, Administrator
St. Paul's Parents Guild, Board of Directors
Cornerstones of Care, Board of Directors and Chairman
Jacob and Ella Loose Foundation - Board of Directors and President
Genesis School and Boys & Girls Club, Building Committee
Guadalupe Center, Inc., Board of Directors
Oakwood Country Club, Board of Directors and President
Practices & Industries
Admissions
- Missouri, 1975
Education
University of Missouri-Columbia, J.D., 1975
- Order of the Coif
Wharton School of the University of Pennsylvania, B.S., Economics, Accounting and Finance Majors, cum laude, 1972
