Practices and Industries
Estate Planning
Overview
Credentials

Lane is a member of the Firm’s Trusts, Estates & Personal Planning Service Team. He concentrates his practice in the areas of estate planning, trust administration, estate tax, inheritance tax, gift tax, probate, business planning, elder law and special needs planning.

Show More

EDUCATION

J.D., summa cum laude, University of Louisville Brandeis School of Law, 2023

  • Brandeis Society
  • Law Review Symposium Editor and Member
  • Business Law Society

B.A., summa cum laude, Lindsey Wilson College, Business Administration with Accounting Concentration, 2017

  • Academic Achievement in Accounting Award
  • R.V. Bennett Honors Program Student Leadership Award
  • Honors Student Association President

ADMISSIONS

  • Kentucky
  • Indiana

PROFESSIONAL EXPERIENCE

  • The Glenview Trust Company – Summer Legal Intern, 2021
  • Louis T. Roth & Co., PLLC – Senior Accountant, 2018-2020; Staff Accountant, 2017-2018

PROFESSIONAL ACTIVITIES AND MEMBERSHIPS

  • CPA Certification, licensed in Kentucky

CIVIC INVOLVEMENT

  • Board of Trustees – Lindsey Wilson College
  • Kentucky Refugees Ministries Legal Office Volunteer, 2020
  • Fund for the Arts “Next” Ambassador, Class of 2019

REPRESENTATIVE MATTERS

  • Representation of families and individuals with respect to estate planning designed to maximize amounts received by loved ones and minimize federal estate taxes
  • Preparation of special needs trusts for families with a disabled child
  • Representation and consultation with clients with respect to entering into premarital agreements and postnuptial agreements
  • Preparation of of federal estate and state inheritance tax returns for estates
  • Representation of banks and trust departments with complex estate and trust administration, litigation support, and estate, gift and fiduciary income tax issues
  • Representation of individuals and families concerning charitable planning techniques and options
  • Representation of beneficiaries in modifying trusts to achieve common objectives