David Valz, Corporate Transactions, Securities Law, Personal & Succession Planning, lawyer

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.

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