Practice areas
Estate and Tax Planning
Corporate & Securities
Education
The Ohio State University, Moritz College of Law
(J.D. 2015), Ohio State Entrepreneurial Business Law JournalIndiana University Kelley School of Business
(B.S. 2011), Accounting, Technology Management
Bar admissions
Tennessee
Biography
Ross Bomholt is a trusts and estates attorney based in Nashville, Tennessee. He works closely with individuals and the transfer of their wealth to their children and future generations in the most efficient way possible. He counsels clients on estate planning matters (Wills, Trusts, Powers of Attorney, Health Care Directives, and Pre- and Post-Nuptial Agreements), all in such a way that provides tax-efficiency and asset protection. He also works with fiduciaries in the administration and settlement of estates and trusts.
In addition, Ross is a Certified Public Accountant (inactive license) and a Uniform Investment Advisor in Tennessee. He brings a wealth of knowledge from his former roles as a senior tax consultant at PricewaterhouseCoopers, as well as a senior tax advisor at Caterpillar Financial.
Representative Transactions
Estate and Tax Planning
Represented families of all wealth levels with estate planning consisting of Wills, Trusts (revocable and irrevocable), and ancillary documents.
Represented owners of closely held businesses in transitioning the business to future generations while minimizing transfer and income taxes.
Represented clients in modifying irrevocable trusts through nonjudicial settlement agreements, materially modifying trusts, decanting trusts, and other modification agreements.
Assisted fiduciaries with administering estates in an efficient manner.
Provided tax advice for general corporate, partnership, and individually held business transactions.