Ronald M. Katz

Biography

Ronald M. Katz, a co-founding partner of Katz Korin Cunningham, leads the Firm’s tax, estate and business and succession planning practice.

Ronald M. Katz is a co-founding partner of Katz Korin Cunningham PC, and leads the firm’s tax, estate and business succession planning practices. He also remains actively involved in representing and advising clients involved in real estate development in the State of Indiana.

“Envisioning opportunities for our clients and our community” is not just a motto for the firm that Ronnie helped foster – it is the foundation of our firm’s culture. It requires an understanding of the numbers, client goals, governmental implications and the impact of tax consequences.

The goal is to provide the exceptional legal services efficiently at reasonable rates, without the frustration of delays, excess costs and bureaucracy.

Ronnie counsels on the importance of developing plans that meet the needs of the client. His services include a broad range of other matters that may be required as part of the planning process. With respect to estate planning matters, this may involve entity agreements, real estate transfers, and coordinating beneficiary designations of retirement accounts and life insurance with a client’s overall plan. Ronnie also represents and advises beneficiaries of estate and trusts, and advises corporate and individual trustees regarding their responsibilities. With the assistance of our firm’s litigation group, Ronnie also initiates and defends claims on behalf of heirs and beneficiaries.

For the past several years, Ronnie has strongly advocated that medical and legal professionals take a greater proactive role in advocating for their respective patients and clients about end-of-life decisions. He has focused his research and education on the legal, ethical and practical implications for patients, physicians, caregivers and attorneys.

Ronnie has served as an adjunct Professor of Law and guest lecturer for the Indiana University Robert H. McKinney School of Law (Real Estate Transactions; Trust & Estates) and, since 1993, has taught the Indiana Bar Review courses on Real Estate Law and Probate, Wills, Trusts and Administration. He has been involved in educating his peers for the past quarter century, primarily through continuing legal education courses offered through The Indiana Continuing Legal Education Forum, the Indianapolis Bar Association and the American Bar Association.

In serving as an engaged stakeholder in our community, Ronnie has supported several arts and civic organizations in the City of Indianapolis during his career, including service as a president of the boards of The Indianapolis Fringe Theatre, Inc., and the Jewish Community Center Association of Indianapolis, a United Way agency. He is particularly proud of his firm’s efforts in supporting the Central Indiana arts community.

Ronnie was a 1991 recipient of the Jewish Community Center Martin L. Larner Leadership Development Award, a 1997 recipient of the Jewish Federation of Greater Indianapolis’ L.L. Goodman Leadership Award, and a 2009 recipient of the Emile Godfrey Board Service Award issued by Coalition for Homelessness Intervention and Prevention of Greater Indianapolis, Inc. He has been recognized as a Life Fellow and Distinguished Fellow of the Indianapolis Bar Foundation, a Fellow of the Indiana Bar Foundation and as a 2002 recipient of the Indianapolis Bar Association Dr. John Morton-Finney Excellence in Legal Education Award. He also served as the 2005-06 Chair of the Governing Committee of the American Bar Association Forum on Affordable Housing & Community Development Law.

Ronnie originally began his professional career as a certified public accountant, obtaining his CPA license in the State of Maryland in 1984. He is a graduate of the Indiana University Robert H. McKinney School of Law and the Georgetown University Law Center (LLM in Taxation).

Martindale-Hubbell® Peer Review Ratings, the gold standard in attorney ratings, have recognized lawyers for their strong legal ability and high ethical standards for more than a century. Attorneys looking to refer a client, as well as individuals researching lawyers for their own legal needs, use these ratings to identify, evaluate and select the most appropriate lawyer for their legal issue. Ronnie has received the AV Preeminent rating (the highest rating from this organization) from Martindale-Hubbell since 1992.

CONTACT

Ronnie may be reached via e-mail at rkatz@kkclegal.com.

 

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