Practices and Industries
Estate PlanningTaxation
Overview
Credentials
Perspectives

Scott Weinberg is a member of the Firm’s Trusts, Estates & Personal Planning Service Team. He concentrates his practice in the areas of estate planning and tax planning. Scott designs estate, asset protection, and business succession plans in a tax advantageous manner for high-net-worth individuals and families, as well as, representing clients in the formation of closely held business entities and private charitable foundations.

Show More

 

EDUCATION

J.D., University of Louisville Brandeis School of Law, cum laude, 2000

  • Co-Senior Editor, Brandeis Law Journal

B.A. Emory University, 1997 (Economics)

  • Phi Beta Kappa

ADMISSIONS

  • Kentucky
  • Illinois
  • Florida
  • Indiana

PROFESSIONAL EXPERIENCE

  • Full Service Law Firm, 2009-2024
  • Sonnenschien, Nath & Rosenthal, LLP, 2006-2008
  • Large Regional Law Firm, 2004-2005

PROFESSIONAL ACTIVITES AND MEMBERSHIPS

  • Kentucky Bar Association
  • Illinois Bar Association
  • Florida Bar Association
  • Indiana Bar Association
  • American Bar Association
  • University of Louisville School of Law, Estate and Gift Tax, Adjunct Professor, Fall 2013

CIVIC INVOLVEMENT

  • Keneseth Israel Synagogue, President, 2015-2018
  • Rabbinic Search Committee, Keneseth Israel Synagogue, Co-Chair, 2012
  • Jewish Community of Louisville Strategic Planning Programming Committee, Chair, 2012
  • Jewish Community of Louisville Young Leadership Development Program, Co-Chair, 2010-2012

PRESENTATIONS AND PUBLICATIONS

  • “Kentucky Case Law and Legislative Update,” UK Mid-West/Mid-South Institute, 2024
  • “Flying South for More than Just Winter,” Southern Indiana Estate Planning Council, 2024
  • “Kentucky Case Law and Legislative Update,” UK Mid-West/Mid-South Institute, 2023
  • “Cryptocurrency and Non-Fungible Tokens – Challenges for Estate Planning Attorneys,” Kentucky Bench & Bar, November/December 2022
  • “Kentucky Case Law and Legislative Update,” UK Mid-West/Mid-South Institute, 2022
  • “Kentucky Case Law and Legislative Update,” UK Mid-West/Mid-South Institute, 2021
  • “Planning with IRAs and Retirement Assets,” National Business Institute, 2020
  • “Marshalling Assets and Dealing with Creditors,” National Business Institute, 2020
  • “Trust Administration and Termination,” National Business Institute, 2020
  • “Estate Planning for the Business Owner,” ABA Emerging Companies Guide, 2020
  •  “Estate Planning and Charitable Giving,” Community Foundation of Louisville, 2020
  • “Current Issues with IRAs,” UK Mid-West/Mid-South Institute, 2019
  • “Tax Consequences of Judicial Reformation,” Wealthmanagement.com, 2018
  • “What You Should Know About Estate Planning,” UBS presentation, 2018
  • “Legal Ethics in Estate Planning,” National Business Institute, 2018
  • “Pitfalls and Pointers for Filing Kentucky Inheritance Tax Returns,” Louisville Bar Association, 2018
  • “Kentucky Uniform Power of Attorney Act: Initial Thoughts,” Louisville Bar Association, 2018
  • “Mastering the New Tax Cuts and Jobs Act, Corporate Formations,” Rossdale Group, LLC, 2018
  • 52nd Annual Heckerling Inst. On Estate Planning, University Miami, School of Law, 2018
  • “Estate Planning with Family Entities in the Powell Aftermath,” American Law Institute, 2018
  • “Estate Planning: Top 7 Tools to Know,” National Business Institute, 2018
  • “Basics of Accounting for Lawyers: What Every Practice,” Practising Law Institute, 2017
  • “Best Estate Planning Ideas for 2016 and Beyond,” Estate Planning Council of Metro Louisville, 2016
  • 19th Annual Estate Planning Institute, Univ. of Louisville, Brandeis School of Law, 2016
  • 50th Annual Heckerling Institute of Estate Planning, University of Miami, School of Law, 2016
  • “Medicaid and Elder Law in Kentucky,” Lorman Education Services, 2014
  • 18th Annual Estate Planning Institute, University of Louisville-Brandeis School of Law, 2015
  • “Championing Best Practices in Charitable and Estate,” Community Foundation of Louisville, Inc., 2015
  • “Estate Planning Concerns for Clients Relocating,” Lorman Education Services, 2015
  • “Ethics in Estate and Trust Administration,” Florida Bar Association, 2015
  • Probate Boot Camp, National Business Institute, 2015
  • “Planning and Administering Estates and Trusts,” American Law Institute, 2013
  • “Drafting IRA Trusts,” National Business Institute, 2014
  • “Estate Planning for Income Tax Reduction,” Stafford Publications, Inc., 2014
  • “Advising the Closely-Held Business in Kentucky,” University of Kentucky, 2012
  • “Tax Planning for Trusts and Estates,” National Business Institute, 2012
  • “New Developments in Change-in-Control Protection,” American Law Institute, 2013
  • “Circular 230 Overview: Key Provisions & Responsibility,” Louisville Bar Association, 2013