Trained in economics, accounting and finance at Wharton, Bill advises privately-held businesses and individuals in a range of estate planning and succession issues, and in corporate and real estate transactions.

Overview

Bill works with privately held businesses in a variety of industries, assisting them with estate planning, succession planning, corporate and real estate transactions and business contracts. He has extensive experience with the design and implementation of family partnerships for use in wealth preservation and wealth transfer.

Bill brings a unique skill set to bear for his clients, including an understanding of accounting principles, tax law, real estate investment vehicles, estate planning and corporate law. He designs and prepares shareholder agreements for clients, as well as buy-sell agreements. He has extensive experience with ad valorem real and personal property taxation.

Experience

Bill works with clients to develop and implement family partnerships, an efficient way for family members to share ownership in a business, preserve wealth, minimize taxes and establish orderly succession planning.

Bill works with clients to develop highly tailored shareholder agreements and buy-sell agreements that provide tax savings while, at the same time, meet specific business goals for clients.

His business background is key for clients when discussing business transition planning and options, including everything from assessing readiness, preparing for sale or transition, identifying the proper advisors, management success, corporate structure, tax consequences, valuation, issues, family dynamics and charitable giving goals.

Bill is, and has been, active on numerous community boards.

Professional & Civic Activities

Professional & Civic Activities

Current Involvement:

Jacob and Ella Loose Foundation - Board of Directors, President

The First Tee of Greater Kansas City, Board of Directors

Previous Involvement:

Genesis School, Board of Directors and President

American Junior Golf Association, Marsh Kansas City Junior, Local Tournament Committee, Chairman

Ozanam, Board of Directors, President

Ozanam Foundation, Board of Directors, President

Baptist Medical Center Foundation, Board of Directors

Inter-Club Junior Golf Program, Administrator

Paul's Parents Guild, Board of Directors

Cornerstones of Care, Board of Directors, Chairman

Genesis School and Boys & Girls Club Building Committee

Guadalupe Center, Inc., Board of Directors

Admissions

  • Missouri, 1975

Education

University of Missouri-Columbia, J.D., 1975

  • Order of the Coif

Wharton School of the University of Pennsylvania, B.S., Economics, Accounting and Finance Majors, cum laude, 1972

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