Bill joined Arenstein & Andersen Co., LPA in April 2024 as Of Counsel. Bill has extensive experience in estate planning, business planning, business organizations, and planning for families with special needs. Bill’s clients include business owners, executives, CPAs, financial planning professionals, and individuals who want to maintain privacy in their affairs and protect their families from probate court and unwanted taxation. Practice areas include Trust Estate Planning, Retirement Planning, Business Succession Planning, Buy-Sell Agreements, Charitable Planning, Family LLC and Partnership formation, Trust and Estate Administration and Special Needs Planning.
Bill believes that personal planning enables individuals to maintain privacy and transfer their wealth to their children and descendants free of unwanted publicity, court costs, and taxation. His practice gives him the opportunity to help individuals and business owners plan their personal estates, provide for their loved ones, and transfer their businesses to family members who wish to continue in the family enterprise.
With the birth of his second child, Erin, Bill was introduced into the world of being a parent of a child with special needs. As a result, he expanded the scope of his estate planning services to include special planning for families with special needs children.
Bill was also employed by the Ohio State University from 2003 to 2019 to teach Estate Planning and Retirement Planning to students pursuing a degree in Consumer & Family Management to become Certified Financial Planners. In addition, Bill was a guest lecturer at the Ohio University College of Business, Athens, Ohio, and served on the school’s Finance Advisory Board.
Bill is a long-time resident of Dublin with his wife, Tina. They have two children, Lisa and Erin, and two grandchildren, Cameron and Carter, who also reside in central Ohio.
Bachelor of Science in Political Science- The Ohio State University
Master of Business Administration- The Ohio State University
Juris Doctor- Capital University Law School
Master’s Program in Advanced Estate Planning at The Esperti-Peterson Institute
Ohio State Bar Association – Member
Delaware County Bar Association – Member
Wealth Counsel – Member
Esperti-Peterson Institute- Fellow
City of Dublin Board of Tax Appeals – Member
The Columbus Foundation – Advisory Board Member
The Ohio State University – Former Lecturer
Ohio University College of Business – Lecturer and Finance Advisory Board Member 2005 – 2010
Dublin Chamber of Commerce – Past President
Dublin AM Rotary Club- Past Member
Bridgeway Academy – Former Chairman Board of Trustees
The Ohio State University Marching Band
Legacy: Plan, Protect and Preserve Your Estate
(Contributing Author, Co-Authored by Robert A. Expertise and Reno L. Peterson), 1997
Generations: Planning Your Legacy
(Contributing Author, Co-Authored by Robert A. Expertise and Renno L. Peterson), 1999
Electing to Treat a Revocable Trust as Part of the Estate
Published in the Summer 1999 issue of Conspectus Current, Estate & Wealth Strategies Planning Journal
New Dimensions in Education Planning
Published in the August-September 2001 issue of the Journal of Practical Estate Planning, published bi-monthly by CCH Incorporated
Child Support Payments and the Special Needs Child (Co-Authored by Logan K. Philipps and William K. Root for the Ohio State Bar Association’s Law You Can Use column), 2017
Guardianship in Ohio
Co-Authored with Logan K. Philipps on behalf of the Ohio Developmental Disabilities Council, 2018.
Planning for Bright Tomorrows: Estate and Future Planning for Ohioans with Disabilities and Those Who Love Them
Co-Authored with Logan K. Philipps on behalf of the Ohio Developmental Disabilities Council, 2019
