Allevato, John F.

Representative Experience

• Counsel and advise high net worth clients regarding estate and tax planning matters, including succession issues for closely held business clients and preparation of estate planning documents
• Advise clients on matters pertaining to the federal income tax laws, to minimize the impact of taxes on business transactions
• Advocate matters before the Internal Revenue Service on client issues, including audits and appeals from audit determinations, compliance, collections and United States Tax Court matters
• Regularly counsel clients on federal tax-exempt issues, including matters involving not-for-profit health care entities
• Represent businesses and individuals in business dealings, such as acquisitions, divestitures,business combinations and entity selection matters 
• Counsel on tax issues incident to tax-exempt bond financings

Education

• West Virginia Wesleyan College, B.S., magna cum laude, 1976
• Washington and Lee University School of Law, J.D., cum laude, 1979

Admissions

• West Virginia State Bar
• Ohio State Bar Association
• District of Columbia Bar (inactive)
• United States District Court for the Southern District of West Virginia
• United States Tax Court

Honors and Awards

• Fellow, American College of Trust and Estate Counsel
• Named 2007-2011 “West Virginia Super Lawyer” in Taxation, Estate Planning and Business/Corporate
• Listed 2008-2013 in The Best Lawyers in America for Tax Law, Trusts and Estates, and Litigation & Controversy - Tax

Publications and Presentations

• "West Virginia Uniform Trust Code," 2011 WVU CLE
• "Revocable Living Trusts," 2010 WVU CLE on Planning for the Modest Estate
• “Form 990 – What You Need to Know,” 2008 West Virginia Tax Institute
• “Uniform Premarital Agreement Act and Cohabitation Agreements,” 2006 WVU CLE on West Virginia Estate Planning
• “Advance Directives and Durable Powers of Attorney,” 2004 Mountaineer CLE Seminar on Planning the Modest Estate
• “The Gift Tax – What You Need to Know,” 2003 Mountaineer CLE Seminar on Wills and Estates
• “Tax Issues for Business Lawyers,” 11th Annual Commercial Law Institute, November 2002, West Virginia University Continuing Legal Education
• “Tax Issues for Public Charities,” Lorman Business Institute, December 2001; March 2003
• “Tax Considerations in Buying or Selling a Business in West Virginia,” Lorman Business Institute, 2000
• “Tax and the General Practitioner,” National Business Institute, 1998
• “Taxing Bankruptcy Alternatives,” 1995 Columbus Bar Association Bankruptcy Institute
• “Approaches for Lawyers and Accountants in Evaluating Tax Shelters for Clients,” Columbus Tax Conference, 1984
• “The Economic Recovery Tax Act of 1981:  Implication of the Estate and Gift Tax Changes Upon Estate Planning,” 11 Capital University Law Review 1, Winter, 1981

Service and Activities

• President and Board Member, Patriot Foundation, Inc.
• Board Member, Herscher Foundation, Inc.
• Member, Dean Search Committee, West Virginia University College of Law, 2007 – 2008 
• Member, Visiting Committee, West Virginia University College of Law, 2006 – Present
• Board Member, Charleston Estate Planning Council, 2011 – Present
• American Health Lawyers Association
• National Association of Bond Lawyers
• Probate Committee, West Virginia State Bar

Other

• Adjunct Lecturer, West Virginia University College of Law, Morgantown, West Virginia, teaching Estate Planning, 2002 – 2006
• Partner and Associate, Kegler, Brown, Hill & Ritter, Columbus, Ohio, 1984 – 1997
• Adjunct Professor, Capital University Law School and Capital University Graduate Tax Program, Columbus, Ohio, teaching classes in Estate Planning, Federal Estate and Gift Taxation, Advanced Income Taxation, 1982 – 1997
• West Virginia Wesleyan College, President, Alumni Association, 1986 – 1990; Ex-officio Member,Board of Trustees, 1989 – 1990; Member, President’s Advisory Council, 1999 – 2006

Practice Areas

• Federal Taxation
• Estates and Trusts
• Corporate
• Health Care
• Public Finance