Ann M. O’Hara

Ann M. O'Hara represents clients in the areas of estate planning, estate and trust administration, closely held and family-owned businesses, real estate and federal tax law. Ann assists her clients in building their businesses while navigating the complexities of federal and state law. In addition to her general business experience, Ann advises employers on tax compliance issues in connection with their qualified retirement plans, such as 401(k) plans and profit-sharing plans. Ann has prepared and implemented revocable and irrevocable trusts, operating agreements, corporate by-laws, buy-sell agreements, purchase agreements, and retirement plan documents. Ann is a frequent speaker on complex estate planning topics such as IRA Trusts, business succession and charitable planning. Ann earned her undergraduate degree in finance and previously worked as tax analyst for the Indiana Department of Revenue and served as Director of the Corporations Division of the Indiana Secretary of State's Office.