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Mark H. Oppenheimer Mark is a member of the Estate Planning, Health and Insurance Practice Group, and is the Family Business Team Co-Chair. He concentrates his practice on business succession, estate planning and estate administration for individuals, families and businesses. As an estate planner, Mark develops and implements plans for the preservation of family harmony and wealth that maximize the transfer of wealth from generation to generation, including the creative use of life insurance and charitable giving, and the preparation of tax efficient wills and trusts. As the Family Business Team Co-Chair, Mark advises clients on business continuity matters, including plans for the reorganization or recapitalization of business interests, the use of life insurance for buy-out or retirement purposes, and the transfer of business wealth through planned giving. Mark and members of the Firm cover these matters in Kentucky, Tennessee, Indiana, Ohio and Florida.
Education
B.S.B.A., with Honors, University of Florida, 1986
J.D., Dean's List, University of Louisville, Louis D. Brandeis School of Law, 1989
Admitted to Practice
Kentucky, 1989
Professional Memberships and Affiliations
American Bar Association
Louisville Bar Association
Kentucky Bar Association
National Council on Planned Giving
The Family Firm Institute
Civic and Charitable Involvement
1999 Leadership Louisville, Bingham Fellows; Hearing the Alarm: Raising Healthy Kids
Board of Directors - Hillel - University of Louisville
Focus of Louisville
Leadership Louisville Alumni
Board of Directors/USA Harvest
Chairman - Professional Advisory Committee
Jewish Federation Permanent Endowment Committee
Board of Directors - The Temple
Life Member, National Registry of Who's Who
Selected Publications and Presentations
Successful Succession Planning and the Closely-Held Business, Kentucky Pest Control; July, 2003
Estate Planning for the Family Business, Lorman Educational Services; December, 2002
Successful Succession Planning and the Closely-Held Business; American Car Care Centers, Chicago, Illinois, September 2002
Business Planning Through Succession or Sale; Indiana University Southeast School of Business; January 2002
Integrating Retirement Plans into the Estate Planning Process in Kentucky; Lorman Education Services, August 2001
Leveraging Techniques in Estate Planning and the Role of Insurance....2+2=3; National Insurance Agents Million Dollar Roundtable Study Group, September 2000
Basics of Estate Planning; Fifth Third Bank, July 1999
How to Keep the IRS Out of Your Estate Plan; Home Builders Association of Louisville, Women's Counsel, April 1998
Keeping Uncle Sam Out of Your Estate Plan; Christ United Methodist Church, April 1998
Estate Planning; GD&M Law Letter , December 1997
Estate Planning & Personal Trusts; Charles Schwab & Co., November 1997
The Estate Planning Course-Nuts and Bolts of Estate Planning; PESI, Inc., December 1996, November 1997, August 1999, May 2001
Changes by Congress in Estate Planning Laws Provide Good News for Taxpayers!; Business First, October 1997
Estate Planning Bar News, Estate Planning Checklist; Fayette County Bar Association, January 1996
The Family Limited Partnership-Let Them Eat Cake!; Owensboro Bar Association, November 1995
FLPs Ease Death-Tax Blow for Family Businesses; Business First , August 1, 1994
Responsible Parties, Living Wills, Health Care Surrogates and Death Taxes; Seminar for the Elderly, March 1994
Where is the Value in Charitable Remainder Trusts?; Louisville Bar Association, April 1993
Supplement; UKCLE Manual on Estate Planning, 1992
Charitable Planning - Charitable Remainder Trusts; Boy Scouts of America, December 1991
Charitable Planning Techniques; J.C. Bradford Breakfast Seminar, November 1991
Editor - USA Harvest Newsletter
Editor - Jewish Federation Charitable Planning Newsletter.
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