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David R.Valz

PartnerSecretary to the Partnershipmoc.eniHnospmohT@zlaV.divaD

O 513.352.6645

David R.Valz

Secretary to the Partnershipmoc.eniHnospmohT@zlaV.divaD

O 513.352.6645

Focus Areas

  • Extensive transactional experience representing privately held businesses in connection with mergers, acquisitions, joint ventures, capital raises, recapitalizations and restructurings.
  • Handled multiple brand acquisitions from The Procter & Gamble Company.
  • Represented client through complex $100+ million business combination transaction.
  • Conducts/assists with annual meetings of privately held companies.
  • Represented borrowers in work-out scenarios.
  • Drafted numerous shareholder agreements, buy-sell agreements and succession plans for privately held businesses.
  • Designed comprehensive estate and succession plans ranging from the very modest to the large and sophisticated.
  • Drafted numerous irrevocable trusts, generation-skipping trusts, intentionally defective irrevocable trusts, asset protection trusts, and the like.
  • Resolved IRS gift and estate tax audits involving valuations of closely held entities and assets.
  • Extensive experience in advanced estate planning (preparation of irrevocable trusts, revocable trusts, gift trusts, insurance trusts, qualified personal residence trusts, charitable remainder trusts, grantor retained annuity trusts, etc.).
  • Extensive experience decanting trusts, pursuing probate court reformations of trusts, and drafting private settlement agreements for trusts.
  • Represents affluent families with complex personal and financial circumstances, including highly appreciated, non-liquid assets.
  • Selected for inclusion in The Best Lawyers in America© 2017 to 2023 for Trusts and Estates
  • Listed in Legal 500 in Mergers and Acquisitions, 2014

Community Activities

  • Cincinnati Symphony Orchestra; Board of Directors, 2018-present; Audit and Ethics Committee Chairman, 2019-present; Governance Committee
  • Cincinnati Zoo Foundation, Inc.; Board of Trustees, 2015- present
  • Vanderbilt University; CoRPs Program (Alumni prospective student  interviewer for the School of Engineering), 2007-present
  • University Club of Cincinnati; Board of Governors, 2004-2010; Club President, 2009; Vice-President, House Committee Chairman and President-elect, 2008; Vice-President and Finance Committee Chairman, 2007; Treasurer, 2006; Secretary, 2004-2005; Finance Committee, 2004-2010; Broadway Improvement Committee, 2011-2012
  • Vanderbilt Alumni Association, Cincinnati Chapter, 1996-present

Professional Associations

  • Association for Corporate Growth, Cincinnati chapter
  • Cincinnati Bar Association
  • Cincinnati Estate Planning Council
  • Kentucky Bar Association
  • Northern Kentucky Bar Association
  • Ohio State Bar Association


  • Salmon P. Chase College of Law, J.D.,

    1994, cum laude, NKU Law Review

  • Vanderbilt University School of Engineering,

    1991, Engineering and Economics (double major), cum laude

Bar Admissions

  • Ohio
  • Kentucky

Court Admissions

  • U.S. District Court for the Southern District of Ohio