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


Bill works with privately held businesses in a variety of industries, assisting them with business estate planning, succession planning, and real estate transactions. 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 buy-sell and shareholder agreements for clients. He has significant experience with ad valorem real and personal property taxation.


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.

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Selected to the 2023, 2024 editions of Best Lawyers in America©

Professional & Civic Activities

Professional & Civic Activities

Previous Involvement:

The First Tee of Greater Kansas City, Board of Directors

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 and President

Baptist Medical Center Foundation, Board of Directors

Inter-Club Junior Golf Program, Administrator

St. Paul's Parents Guild, Board of Directors

Cornerstones of Care, Board of Directors and Chairman

Jacob and Ella Loose Foundation - Board of Directors and President

Genesis School and Boys & Girls Club, Building Committee

Guadalupe Center, Inc., Board of Directors

Oakwood Country Club, Board of Directors and President 


  • Missouri, 1975


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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