John C. Lucas

John C. Lucas

Partner
P: 614.221.2121 | F: 614.365.9516 | D: 614.340.7436
EMAIL jlucas@isaacwiles.com

Assistant Jaci Slusser 614.340.7438 jslusser@isaacwiles.com
about JohnX+X+

His keen understanding of both human nature and financial numbers have helped John Lucas build a long successful career in helping clients.

He has over three decades of experience advising family businesses, contractors, homebuilders and real estate developers on a variety of legal matters ranging from entity formation, tax planning, and succession planning to general business matters.

With a background as a certified public accountant with the tax department of a “Big Eight” public accounting firm, John brings tax planning and financial expertise to his client’s projects. He also has an extensive estate planning practice, attending to the estate and succession planning needs of his clients.

He is one of only a handful of attorneys in Ohio certified by the Ohio State Bar Association and recognized by the Ohio Supreme Court as both a Specialist in Federal Taxation Law and Estate Planning, Trust and Probate Law.

John is Chair of the Estate Planning, Trust & Probate and Tax Law practice groups at Isaac Wiles.

Certifications

  • Certified Public Accountant State of Ohio
  • OSBA Certified Specialist In Federal Taxation Law
  • OSBA Certified Specialist In Estate Planning, Trust and Probate Law
education & admissionsX+

Education

  • Case Western Reserve University School of Law, J.D., 1976
  • Miami University, B.A., Accounting, 1973

Bar & Court Admissions

  • Ohio, 1976
  • U.S District Court, Southern District of Ohio, 1980
  • U.S. Tax Court, 1987
  • U.S. District Court, Northern District of Ohio, 2014
articles & presentationsX+

articles & presentations

Articles

Presentations

  • Able Accounts, Professional Advisor Group of The Catholic Foundation, 2015
  • Tax Relief Act of 2010—Estate Gift and GST Tax and Business Changes, Columbus Bar Association Taxing Matters Series, Business Tax Committee, 2011
  • Are You Addressing Estate Tax Repeal?, The Professional Advisors Group of the Catholic Foundation, 2010
professional & community activitiesX+

professional & community activities

Professional

  • American Bar Association, Taxation Committee
  • Ohio State Bar Association
  • Columbus Bar Association, Estate Planning, Trusts, Probate, Federal Tax, and Special Needs Trusts
  • American Institute of Certified Public Accountants, Tax Section
  • Ohio Society of Certified Public Accountants
  • Building Industry Association of Central Ohio, Associate Member

Community

  • The William H. Davis, Dorothy M. Davis and William C. Davis Foundation, Vice President and Treasurer, Director—a supporting organization of The Columbus Foundation.
  • The Catholic Foundation of Columbus, Professional Advisor Group
  • The Columbus Foundation, Professional Council
  • St Brigid of Kildare Catholic Church, Dublin, Ohio, Planned Giving Committee