Wills

Trusts

Estates

Diversity Committee, Member

• Kentucky, 1987

• Vanderbilt University Law School, J.D., 1987
• Freed-Hardeman College, B.S., 1984

Bart is a member in the Lexington office. His practice is concentrated in estate and gift taxes; wills, trusts and estates; probate law; and individual and family estate planning and administration.  Bart also represents individual and corporate executors and trustees in addition to the beneficiaries of estates and trusts.

• AV® Rated, Martindale-Hubbell®
• The Best Lawyers in America® Trust and Estates, 2011, 2012

• American Bar Association
• Kentucky Bar Association; Probate Section Legislation Subcommittee, Member, 2008-present
• Fayette County Bar
• Bluegrass Estate Planning Council, Member, 1999-present; Board of Directors, 1998-2000; 2010-present
• UK/CLE Midwest-Midsouth Estate Planning Institute, Steering Committee

• Lexington Philharmonic Foundation, Inc., Board of Directors, 2010-present; Foundation Leadership Council, 2006-2008
• Lexington Philharmonic Society, Board of Directors, 2000-2006; Executive Committee, 2002-2006; Vice-President of Finance, 2002-2004; Vice-President of Long Range Planning, 2004-2006

Top Ten Estate Planning Mistakes, Kentucky Bar Association Convention, June 2011

Representing the Surviving Spouse
Bluegrass Estate Planning Council, February 2009

The Spouse's Rights in Estate Administration
Midwest/Midsouth Estate Planning Institute
University of Kentucky College of Law, July, 2007

Caldwell’s Kentucky Form Book: Estate Planning & Probate
Fifth Edition, 2006

Alzheimer’s Disease:  Decisions, Decisions, Decisions
Workshop: “We Haven’t Done That – Now What?”
Alzheimer’s Disease Research Center, University of Kentucky, March 2003

The Total Return Trust: The Big Points
Midwest/Midsouth Estate Planning Institute
University of Kentucky College of Law, July 2002

Fixing Faulty Trusts
Bluegrass Estate Planning Council, February 2002 and Midwest/Midsouth Estate Planning Institute
University of Kentucky College of Law, July 2001

Intentionally Defective Grantor Trusts
Bluegrass Estate Planning Council, December 2000

The Issue of Mental Competency
University of Kentucky Alzheimer’s Disease Research Center, August 2000

Initial Steps of Administration and Intestacy
Midwest/Midsouth Estate Planning Institute
University of Kentucky College of Law, July 2000

Qualification of the Personal Representative
Kentucky Estate Administration Handbook
University of Kentucky College of Law, 1990, 1994, 2000

First Death Estate Tax
Bluegrass Estate Planning Council, January 1999

Use of Trusts in Family Business Succession Planning
Business Succession Planning Monograph
University of Kentucky College of Law, 1998

Charitable Lead Trusts
NSFRE, September 1998

Uses of Trusts in Family Business Succession Planning
Louisville Estate Planning Council, 1998

Use of Disclaimers in Estate Planning and Administration
Bluegrass Estate Planning Council, February 1998

Death Bed Planning Issues
Bluegrass Estate Planning Council, April 1997

Qualified Personal Residence Trusts
Bluegrass CPA/CPE, November 1996

Durable Powers of Attorney and Living Wills
Midwest/Midsouth Estate Planning Institute
University of Kentucky College of Law, July 1996