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William A. Duncan

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Pension Planning, Estate Planning, Probate, Business

E-mail: wduncan@khwlaw.com

Martindale-Hubbell Link

Phone:  (216) 696-3030 Ext. 105

Assistant:  Joann Gall

 

 

Practice Areas:

  • Pension and Profit Sharing
  • Employee Benefits
  • Public and Non-Profit Retirement Plans
  • Estate Planning and Probate
  • Business Law

Professional Experience:

  • Consulting, documentation, implementation and ongoing representation of participants, trustees, fiduciaries, sponsors and third-party administrators in a wide variety of employee benefit matters including:
    • qualified, non-qualified, non-profit and governmental retirement plans; and
    • Internal Revenue Service and Department of Labor audits, investigations, correction programs, approval programs, controversies and litigation.
  • Consulting and design of estate and succession plans for individuals and small business owners including retirement plan aspects.
  • General business representation for individuals and small businesses.

Professional Memberships and Activities:

  • Ohio State Bar Association (Member, Trust and Probate Sections)
  • Cleveland Bar Association (Member, Trust and Probate Sections)
  • American Society of Pension Actuaries
  • Benefits Council of Cleveland
  • Midwest Pension Conference
  • Estate Planning Council of Cleveland
  • Tax Club of Cleveland

Education:

  •  University of Akron School of Law (J.D., 1987)
  •  Walsh College (B.A, magna cum laude, 1984)

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