50 E Rivercenter Blvd #1400
Covington, KY 41011

P 513.768.9713

Bar Admissions

  • Kentucky
  • Ohio
  • U.S. Tax Court

Marshall K. Dosker

President | Shareholder

Marshall focuses his practice in the areas of general business and corporate law, real estate, estate planning and administration and tax law. His work includes the application of his practical experience in a wide-variety of business and personal wealth planning matters, as well as his ability to help clients address complex legal, financial and tax issues.

In his general business and corporate law practice, Marshall advises businesses ranging from start-up ventures to multinational entities on issues involving business and capital structures, agreements between owners/shareholders, contract negotiations, financing arrangements, mergers, acquisitions and sale or succession strategies. Significant portions of his work involve helping businesses plan, and execute their plans, to achieve their goals and minimize disputes.

In Marshall’s real estate practice, he assists clients in acquiring and operating commercial properties. His work includes financing, acquisitions, sales, leasing and all aspects of ownership and management of the projects.

In his estate planning practice, he has extensive experience in drafting and implementing wills, revocable and irrevocable trusts, family limited partnerships and limited liability companies, charitable trust planning, and planning for distributions from retirement funds. This work also includes the use of disclaimers and other post mortem planning techniques to minimize taxes and achieve ever evolving family goals.

Marshall’s tax practice grew out of his experience in public accounting and focuses on tax planning and compliance, with a special focus in estate tax and fiduciary income tax planning. He has handled numerous disputes on a wide-variety of personal and business tax issues with federal, state and local tax authorities. His work in this area includes like-kind exchanges and more complex issues associated with tax deferred exchanges (e.g. reverse exchanges, parking transactions and what can be done if the exchange doesn’t close timely).

Education

  • Northern Kentucky University Salmon P. Chase College of Law  (J.D.)
  • University of Louisville (B.S., B.A.)

Significant Representations

  • General Counsel to a regional shopping center developer in the acquisition, financing, leasing and management of their properties
  • General Counsel to a fluid power manufacturer and distributor for their business operations in six states
  • Representation of a third generation agricultural distribution company in the sale of their business to a multinational company for cash and stock
  • Representation of international manufacturer relative to new equity investment
  • Representation in the formation, operation and sale of a national software training company to one of the largest publicly traded CRM software providers of its time
  • Representation of a national medical insurance sales agency relative to their formation, contractual arrangements with the companies they represented and their agents
  • Representation of multiple multi-level marketing businesses with national sales forces
  • General Counsel to a multinational software company providing engineering solutions to Fortune 1000 manufacturers
  • Advisor to families with complex family structures and members with special needs
  • Advisor to high net worth individuals on the most tax efficient means to transfer their wealth including special circumstances of closely held businesses
  • Advisor to companies relative to their captive insurance products
  • Advisor to companies creating profits interests and other forms of phantom ownership and compensation arrangements

Community Involvement

  • Cincinnati Bar Association
  • Kentucky Bar Association
  • Northern Kentucky Bar Association
  • Ohio State Bar Association

Honors & Recognition

[bv_distinguished name=”Marshall K. Dosker”]
  • Cincinnati Bar Association
  • Kentucky Bar Association
  • Northern Kentucky Bar Association
  • Ohio State Bar Association

Practice Areas

  • Business | Corporate Law
  • Real Estate
  • Estate Planning | Administration
  • Tax Law
  • Personal Wealth Planning
  • Start-Up Ventures
  • Multinational Business
  • Capital Structures
  • Contract Negotiations
  • Financing
  • Mergers | Acquisitions
  • Sales or Succession Strategies
  • Family Limited Partnerships
  • Limited Liability Companies
  • Charitable Trust Planning
  • Planning for Distributions
  • Tax Planning | Compliance
  • Tax Deferred Exchanges
  • Technology