Edward C. Hertenstein

Shareholder
Columbus
41 South High Street
Huntington Center, 21st Floor
Columbus, OH 43215
P 614.723.2066
F 614.463.9792
P 614.723.2066 | F 614.463.9792

Overview

Mr. Hertenstein focuses his practice on wealth transfer and private-client matters, assisting clients transition wealth to younger generations. His clients include individuals and families who have had liquidity events or are seeking liquidity events, executives of public companies, and a variety of corporations and other business and charitable entities. His practice includes estate and income tax planning to maximize wealth transfer and retain desired control and flexibility.

Mr. Hertenstein works closely with clients' investment advisors, often assisting to ensure that suitable investment policies are developed and maintained in the appropriate family and charitable entities, from tax and risk-tolerance standpoints. He assists clients with generational planning including conflict resolution, family councils and governance. He often acts as a family CFO and works with family offices. Mr. Hertenstein assists clients in developing charitable goals, including planning with community foundations, other public charities and private foundations.

Services

Education

  1. Southern Methodist University Dedman School of Law, J.D.
  2. Southern Methodist University Cox School of Business, B.B.A., Finance and Accounting

Credentials

Bar Admissions
  1. Michigan
  2. Ohio
Court Admissions
  1. U.S. District Court, Southern District of Ohio
  2. U.S. Supreme Court
  3. U.S. Tax Court
Certifications
  • Certified as Specialist in Federal Taxation by the Ohio State Bar Association

Recognitions

  • AV® Preeminent™ rating from Martindale-Hubbell Law Directory
  • Named Columbus, Ohio Tax Law "Lawyer of the Year" by The Best Lawyers in America© (2014)
  • Named Columbus, Ohio Trusts and Estates "Lawyer of the Year" by The Best Lawyers in America©(2011)
  • Named to The Best Lawyers in America© for Tax Law and Trusts and Estates Law (1995-2021)
  • Selected as an "Ohio Super Lawyer" by Ohio Super Lawyers magazine (2004-2020)
  • Selected as one of the "Top 50 Lawyers in Columbus" by Ohio Super Lawyers magazine (2011)

Affiliations

Professional Affiliations
  • American Bar Association
  • Columbus Bar Association, Taxation Committee, Chairman (1985)
  • Columbus Bar Association Investment Committee (1995-2018)
  • Columbus Bar Foundation Investment Committee (2000-2018)
  • Ohio State Bar Association
  • The American College of Trust and Estate Counsel (ACTEC), Fellow (1994-present)

Insights

  1. Alerts
    IRS Announces Payroll Tax Credits to Offset Payroll Costs of COVID-19 Related Paid Leave (Apr 3, 2020)
    IRS Extends Deadline to Restate 403(b) Plans (Apr 3, 2020)
    Individuals No Longer Have to Take Minimum Required Distributions from Retirement Accounts in 2020 (Mar 30, 2020)
    Estate Planning and COVID-19 – Be Prepared (Mar 27, 2020)
    Estate Planning in the COVID-19 Era (Mar 26, 2020)
  2. Presentations
    Wealth Transfer Conference (1995-2018)
    Columbus Tax Conference
  3. Firm News
    Seventy Roetzel Attorneys Named to 2021 The Best Lawyers in America© List; Ten Named “Lawyer of the Year” (Aug 20, 2020)
    23 Roetzel Attorneys Named 2020 Ohio Super Lawyers®; 11 Named Rising Stars® (Nov 27, 2019)
    66 Roetzel Attorneys Named to 2020 The Best Lawyers in America© List (Aug 15, 2019)
    32 Roetzel Attorneys Honored as 2019 Ohio Super Lawyers and Rising Stars (Dec 11, 2018)
    Over 50 Roetzel & Andress LPA Attorneys Named to 2019 The Best Lawyers in America© List (Aug 17, 2018)

Overview

Mr. Hertenstein focuses his practice on wealth transfer and private-client matters, assisting clients transition wealth to younger generations. His clients include individuals and families who have had liquidity events or are seeking liquidity events, executives of public companies, and a variety of corporations and other business and charitable entities. His practice includes estate and income tax planning to maximize wealth transfer and retain desired control and flexibility.

Mr. Hertenstein works closely with clients' investment advisors, often assisting to ensure that suitable investment policies are developed and maintained in the appropriate family and charitable entities, from tax and risk-tolerance standpoints. He assists clients with generational planning including conflict resolution, family councils and governance. He often acts as a family CFO and works with family offices. Mr. Hertenstein assists clients in developing charitable goals, including planning with community foundations, other public charities and private foundations.

Education

  1. Southern Methodist University Dedman School of Law, J.D.
  2. Southern Methodist University Cox School of Business, B.B.A., Finance and Accounting

Credentials

Bar Admissions
  1. Michigan
  2. Ohio
Court Admissions
  1. U.S. District Court, Southern District of Ohio
  2. U.S. Supreme Court
  3. U.S. Tax Court
Certifications
  • Certified as Specialist in Federal Taxation by the Ohio State Bar Association

Recognitions

  • AV® Preeminent™ rating from Martindale-Hubbell Law Directory
  • Named Columbus, Ohio Tax Law "Lawyer of the Year" by The Best Lawyers in America© (2014)
  • Named Columbus, Ohio Trusts and Estates "Lawyer of the Year" by The Best Lawyers in America©(2011)
  • Named to The Best Lawyers in America© for Tax Law and Trusts and Estates Law (1995-2021)
  • Selected as an "Ohio Super Lawyer" by Ohio Super Lawyers magazine (2004-2020)
  • Selected as one of the "Top 50 Lawyers in Columbus" by Ohio Super Lawyers magazine (2011)

Affiliations

Professional Affiliations
  • American Bar Association
  • Columbus Bar Association, Taxation Committee, Chairman (1985)
  • Columbus Bar Association Investment Committee (1995-2018)
  • Columbus Bar Foundation Investment Committee (2000-2018)
  • Ohio State Bar Association
  • The American College of Trust and Estate Counsel (ACTEC), Fellow (1994-present)

Insights

  1. Alerts
    IRS Announces Payroll Tax Credits to Offset Payroll Costs of COVID-19 Related Paid Leave (Apr 3, 2020)
    IRS Extends Deadline to Restate 403(b) Plans (Apr 3, 2020)
    Individuals No Longer Have to Take Minimum Required Distributions from Retirement Accounts in 2020 (Mar 30, 2020)
    Estate Planning and COVID-19 – Be Prepared (Mar 27, 2020)
    Estate Planning in the COVID-19 Era (Mar 26, 2020)
  2. Presentations
    Wealth Transfer Conference (1995-2018)
    Columbus Tax Conference
  3. Firm News
    Seventy Roetzel Attorneys Named to 2021 The Best Lawyers in America© List; Ten Named “Lawyer of the Year” (Aug 20, 2020)
    23 Roetzel Attorneys Named 2020 Ohio Super Lawyers®; 11 Named Rising Stars® (Nov 27, 2019)
    66 Roetzel Attorneys Named to 2020 The Best Lawyers in America© List (Aug 15, 2019)
    32 Roetzel Attorneys Honored as 2019 Ohio Super Lawyers and Rising Stars (Dec 11, 2018)
    Over 50 Roetzel & Andress LPA Attorneys Named to 2019 The Best Lawyers in America© List (Aug 17, 2018)