Meredith Sugar – Dayton Business Lawyer

Meredith Sugar

Taft Law Firm

(614) 221-2838

(614) 221-2007

(614) 334-6147

https://www.taftlaw.com/

40 N Main St
#1700
Dayton , OH 45423

Monday 8:30 AM–5:30 PM
Tuesday 8:30 AM–5:30 PM
Wednesday 8:30 AM–5:30 PM
Thursday 8:30 AM–5:30 PM
Friday 8:30 AM–5:30 PM
Saturday Closed
Sunday Closed

Meredith Sugar

Taft Law Firm

Rating:

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Firm Summary

Summary

Meredith’s practice is focused in the area of sophisticated wealth transfer, estate planning and administration, tax planning for individuals, corporations and partnerships, business succession planning and general corporate representation. She frequently advises high wealth individuals on how best to structure and implement wealth transfer and estate planning vehicles such as GRATs, dynasty trusts, family limited partnership and limited liability companies. She also represents estates, businesses and individuals in IRS audits.  She regularly forms and advises nonprofit and tax-exempt organizations.

In addition to her estate planning and tax practice, Meredith also advises business owners regarding structuring complex transactions, entity formation, succession planning, mergers and acquisitions and other corporate needs. She has developed a special focus on representing business owners who are involved in the development, installation and construction of energy facilities, as well as oil and gas leasing and development transactions. She frequently collaborates with members of the firm’s Environmental practice.

Education

  • The Ohio State University Moritz College of Law (1999)

    with honors

  • The Ohio State University, M. Ed. (1996)
  • The Ohio State University, B.S. in Mathematics (1995)

Admissions

  • State – Ohio

Speeches and Publications

  • Speaker, “Estate Planning, Wealth Transfer and Business Succession Planning,” Delaware County Foundation, May 2019
  • Speaker, “Estate Planning,” St. Vincent de Paul Society, 2018
  • Speaker, “Wealth Transfer,” Conway Center for Family Business, 2017
  • Author, “Ohio’s New Asset Protection Trusts: Leaving a Legacy,” Columbus CEO, August 2014
  • Speaker, “Tax Implications of Health Care Reform,” Ohio Manufacturer’s Association, September 2010; HRACO, October 2011
  • Author, “Renewable Energy Project ITC, Grant Extended by 2010 Tax Act,” Chester WS Newsletter, Vol. 1, 2011
  • Speaker, Author, “Nonprofit Tax Advice in the Wake of the Return Preparer Penalty Standards,” ALI-ABA’s The Practical Tax Lawyer, Winter 2010
  • Author, “Ohio General Assembly Reforms Renewable & Advanced Energy Tax Policy,” Client Bulletin, June 2010
  • Speaker, “Advanced Energy Tax Credits,” Nonprofit Advocate Institute, May 2010
  • Speaker, “Endowments,” Western Conference of United Methodist Church, March 2010
  • Author, “Recent Donor Intent Litigation,” Washington Legal Foundation, Spring 2009

Professional Affiliations

  • Columbus Bar AssociationMember, Trusts and Estates Committee
    Member, Nonprofit Committee
    Member, Business Law Committee
    Recipient, 2010 Service Award

  • Ohio Oil and Gas AssociationMember

  • Ohio State Bar FoundationFellow, Class of 2011
    Recipient, 2012 Service Award

  • Columbus Bar FoundationFellow

  • Conway Center for Family BusinessService Provider

  • The Entrepreneurship InstitutePast Member

  • Women Lawyers of Franklin CountyMember

Community Involvement

  • U.S. Joint Committee on Infant HearingMember

  • National Easterseals, Chicago, IllinoisMember, Board of Directors

  • Alexander Graham Bell Association for the Deaf and Hard of Hearing, Washington, D.C.Past President, Board of Directors

  • Easterseals of Central and Southeast OhioPast President, Board of Directors

  • CLAVE Caring for Hearing Impairment, London, EnglandMember, Board of Directors

  • Fundación Oír es Clave – Centros de Atención Temprana en Deficiencia Auditiva, Madrid, SpainMember, Board of Directors

  • Nationwide Children’s HospitalMember, Parent Advisory Board

  • First Congregational Church ColumbusPast Trustee
    Past Secretary

  • The Catholic Foundation, ColumbusPast Member, Professional Advisors Group

  • U.S. Joint Committee on Infant HearingMember