 |
Attorney Profiles |
 |
 |
Sheldon G. Gilman
Louisville, Kentucky
- Business Organizations
- Tax
- Estate Planning, Probate & Trusts
- Employee Benefit Planning
- Florida, 1984
- Ohio, 1967
- Kentucky, 1971
- Indiana, 1982
- District of Columbia, 1985
- Tennessee, 1985
- U.S. Supreme Court, 1988
- U.S. Tax Court, 1972
- Case Western Reserve University Law School, Cleveland, Ohio,
1967
J.D.
- Ohio University, Athens, Ohio,
1965
B.B.A.
- "Representing Husbands and Wives: New Developments", American College of Trust and Estate Counsel Journal, 28, Spring, 2003
- "Practical Ethical Considerations for the Estate Planner", UK/CLE Practice Handbook, 2003
- "On a Clear Day's View: The Appearance of Impropriety", Kentucky Bench and Bar, Spring, 1998
- "Employee Benefits Management", Interview Review of Patterson v. Shumate in Commerce Clearing House (CCH), 52, 1992
- "Fraud and Abuse Liability in the Health Care Profession", Journal of the Kentucky Medical Association, July, 1991
- "When Are Pension Benefits Protected From The Claims of Creditors?", Kentucky Bench & Bar, February, 1991
- "Trustee Selection: Corporate vs. Individual", Trusts and Estates, June, 1984
- "The New ABA Model Rules of Professional Conduct; A Comparison to Kentucky's Current Rules", University of Kentucky 33rd Annual Midwest/Midsouth Estate Planning Institute,
July 14, 2006
- "What Kentucky Lawyers Should Know About Florida Law", University of Kentucky 33rd Annual Midwest/Midsouth Estate Planning Institute,
July 14, 2006
- "The New ABA Model Rules of Professional Conduct vs. Kentucky's Current Rules", Lorman Educational Services Seminar,
October 28, 2005
- "A Study in Professional Conflicts: Representing the Decedent's Fiduciary; the Decedent's Beneficiaries; and the Decedent's Spouse", ALI-ABA,
July 1, 2004
-
July 2, 2004
- "Representing Closely Held Businesses, Their Owners & Employees: A Study of Conflicts", Louisville Bar Association,,
2003
- "Avoiding Trustee Problems: The Effective Use of Trust Advisors", Louis D. Brandeis School of Law's Sixth Annual Estate Planning Institute,
April 25, 2003
- "The Essentials of Ethics for an Estate & Trust Lawyer: A Laundry List' of Issues & Potential Answers", University of Kentucky 29th Annual Midwest/Midsouth Estate Planning Institute,
July 11, 2002
- "The Ethics of Private Practice", Fayette County Bar Association,
2001
- "Professional Responsibility Issues for Estate Planning Counsel, Louis D. Brandeis School of Law's Third Annual Estate Planning Institute,,
June 9, 2000
- "Fiduciary Management of the Closely Held Business", Section of Real Property, Probate and Trust Law, American Bar Association, 11th Annual Spring Symposia,
March 22, 2000
- "Fiduciary Management of the Closely Held Business", American Law Institute-American Bar Association Course of Study, Representing Estate and Trust Beneficiaries and Fiduciaries,
June 24, 1999
-
June 25, 1999
- "Professional Responsibility Issues for Trust & Estate Lawyers", 25th Annual University of Kentucky Midwest/Midsouth Estate Planning Institute,
July 17, 1998
- "Integration of Qualified Employee Benefits Into the Client's Estate Plan: Pay-Out Options, Elections, and Beneficiary Designations", 23rd Annual Midwest/Midsouth Estate Planning Institute,
1996
- "Ethical Issues for Estate Planning Counsel", 22nd University of Kentucky Annual Midwest/Midsouth Estate Planning Institute,
1995
- "Marital Deduction Planning", 16th Annual University of Kentucky Estate Planning Seminar,
1989
- "Qualifying Employee Benefits for the Marital Deduction", The Louisville Continuing Legal Education Institute,
1989
- "Qualified Plans Compliance Rules", Louisville Employee Benefits Council and the Louisville Continuing Legal Education Institute Seminar,
1988
- "Estate Planning for S Corporations", 14th Annual University of Kentucky Estate Planning Seminar,
1987
- "Estate Planning Factors for Employee Benefits", Kentucky Bar Association Annual Convention,
1986
- "Distributions from Qualified Employee Benefit Plans", Twelfth Annual Seminar on Estate Planning, University of Kentucky,
1985
- "Distributions from Qualified Employee Benefit Plans", Florida Association of Pension Consultants,
1985
- "Farm Corporations; Incorporation, Operation and Liquidation", University of Louisville Seminar Representing the Farmer,
1984
- "Professional Corporations vs. TEFRA", Employee Benefit Seminar, University of Louisville,
1984
- "Trustee Selection: Corporate vs. Individual", Tenth Annual University of Kentucky Estate Planning Seminar,
1983
- "Multi-Class Family Partnerships; Income Tax Planning and Estate Freezing", Ninth Annual University of Kentucky Estate Planning Seminar,
1982
- "Transfers of Business Interests to Employees and to other Successors", University of Kentucky Seminar on Organization and Financing a Closely Held Business,
1981
- "Treatment of Benefits from a Pension Plan Upon Dissolution of Marriage", University of Louisville Domestic Relations Seminar,
1981
- "Buy-Sell Agreements: Economic, Income, and Estate Tax Considerations", Seventh Annual University of Kentucky Estate Planning Seminar,
1980
- Life Insurance and Qualified Employee Benefit Plans", American Society of Pension Actuaries,
1980
- "Pre-Approved Plans: IRA Model Plan; Master Plan; Insurance Company Prototype Plans", University of Louisville Employee Benefit Seminar,
1980
- "Uses of Life Insurance in Executive Compensation", Employee Benefit Seminar,
1980
- "Practical Drafting to Avoid Tax and Administrative Pitfalls", University of Louisville Estate Planning Seminar,
1979
- "Uses of Life Insurance in the Estate Plan", Sixth Annual University of Kentucky Estate Planning Seminar,
1979
- "Drafting Marital Deduction Clauses Under the Tax Reform Act", Fifth Annual University of Kentucky Estate Planning Seminar,
1978
- A Rated Lawyer, Martindale-Hubbell Law Directory
- Who's Who in American Law
- Who's Who in America
- Who's Who in the World
- The Best Lawyers in America: Employee Benefits Law & Trusts and Estates
- Louisville Employee Benefit Council,
1980
- President
- Louisville Association of Life Underwriters,
1977
-
1988
- General Counsel
- Louis D. Brandeis School of Law, University of Louisville,
1994
- Adjunct Faculty - Pension, Profit Sharing and Deferred Compensation
- CLU Course of Study
- Instructor, Pension & Profit Sharing Plans
- Kentucky State Bar Association,
1990
- Present
- Member, Ethics "Hotline" Committee
- Kentucky State Bar Association,
1982
- Present
- Member, Ethics Committee
- Kentucky Bar Association 1988 Model Rules Committee
- Member
- Kentucky Bar Association Ethics 2000 Committee
- Member
- The American College of Trust & Estate Counsel
- Member
- Kentucky Bar Association
- Member
- Louisville Bar Association
- Member
- Indiana State Bar Association
- Member
- Florida Bar Association
- Member
- Tennessee Bar Association
- Member
- The District of Columbia Bar Association
- Member
- American Bar Association
- Member
- U.S. Army, Captain, JAGC,
1968
-
1972
|
|
|
