Overview

Jerry is a partner in the firm's Employee Benefits & Executive Compensation practice group and the Personal & Succession Planning practice group. He focuses his practice on the design, drafting and installation of qualified retirement plans; representation of closely held businesses, including advice as to structure, capitalization and related matters; negotiation and drafting of employment contracts for professionals; advice and preparation for succession planning in corporations and partnerships, including buy/sell agreements and related matters; representation for purchase or sale of a business; advice and implementation of clients' estate plans; advice in mergers and acquisitions involving retirement plan issues; and assistance with financial and tax planning for closely held businesses and their owners.

Jerry was an adjunct professor at Capital University Law School from 1989 to 1994.

Presentations
  • "Designing Key Employee Distribution Plans"
  • "Avoiding Unexpected Violations of Fiduciary and Investment Rules"
  • "Retirement Plans - Participant Loans"
  • "Creative Pension Strategies"
Distinctions
  • AV® Preeminent Rated by Martindale-Hubbell
  • Listed in The Best Lawyers in America, 2015 to 2019
Professional and Civic

Professional Associations

  • Ohio State Bar Association
  • Columbus Bar Association

Community Activities

  • Central Ohio Radio Reading Service, volunteer reader
  • Lacrosse Association, lacrosse coach for Upper Arlington