James G. Woltermann

James G. Woltermann is a sustaining member of Adams, Stepner, Woltermann & Dusing, PLLC for over 45 years.  He has practiced in most areas of law, but concentrated in the areas of commercial real estate, business organization, taxation, retirement plans, estate planning and probate.

Throughout his long career, Jim has represented corporate, governmental and individual clients providing solutions to complex problems affecting the clients’ day-to-day operations and its business and individual development.  He has provided clients with well-reasoned and practical representation meeting their business and individual legal needs that affect their daily lives.

In his community work, Jim has been committed to helping others throughout his career. In 1985, he was elected to serve as the first president of the Northern Kentucky Bar Association. He has served on the Board of Directors for the Kentucky Bar Association Foundation, on the Board of Trustees of the St. Elizabeth Medical Center, on the Executive Committee for St. Elizabeth Healthcare Foundation, and on the Board of Directors and as President for Catholic Charities, Inc.

Business Representation

For over 40 years, James (Jim) G. Woltermann has represented corporate, governmental and individual clients providing solutions to complex problems affecting business development and estate planning.

By overseeing the firm’s Business Law practice, he has worked for a vast spectrum of firm clients providing counseling on day-to-day business issues and concerns. Jim has handled business law matters for all types and sizes of businesses, including public and private companies, general partnerships, sole proprietors and limited liability entities.

As a business counselor, Jim has represented business owners through every stage in the sale of a company or business unit or business assets of a company. Furthermore, he has represented companies and business owners looking to expand, providing the complete suite of services on the successful purchase of an entity. Regardless of the type of transaction, he is intimately involved in the negotiations, serving as the agent for the owner, making initial contact with potential buyers/sellers, negotiating terms of the deal, drafting transactional documents, and securing the necessary agreements to consummate the transaction.

Complex business transactions require a breadth of knowledge on formation, organizational, capitalization and financing issues. Jim’s experience includes assisting companies (large and small) with reasonable solutions to these complex business problems.

Additionally, Jim has counseled businesses in the complexities of Pension and Profit Sharing Plans, Employee Benefits, ERISA law and Executive Compensation issues. He has extensive experience working with qualified retirement plans, health and welfare benefits, ERISA issues and related tax matters.

If you are in need of a business attorney, please do not hesitate to contact James G. Woltermann at 859.394.6200 or by e-mail at jwoltermann@aswdlaw.com.

Complex Real Estate Representation

For all of his 40 years in practice, James G. Woltermann has been involved in representing firm clients in real estate matters and transactions. His experienced includes all aspects of real property law, including land development, acquisition, financing, leasing, zoning, and real estate taxation.

Often, Jim’s representation of businesses or business owners includes a real estate component. These types of transactions quickly become very complicated deals involving not only business assets but complex real estate deals as well. He has been involved in numerous multi-million dollar projects from original design or development, including acquisition and successful close of the transaction.

If you are in need of a real estate attorney, please do not hesitate to contact James G. Woltermann at 859.394.6200 or by e-mail at jwoltermann@aswdlaw.com.

Mergers & Acquisitions

James G. Woltermann has extensive experience in mergers and acquisition deals with an array of private and public companies throughout Northern Kentucky and Greater Cincinnati. He is poised to provide and deliver better quality services to Greater Cincinnati companies at more affordable rates than his competitors.

If you are in need of a mergers and acquisition attorney, please do not hesitate to contact James G. Woltermann at 859.394.6200 or by e-mail at jwoltermann@aswdlaw.com.

Estate Planning/Probate

In the firm’s Private Client practice group, James G. Woltermann has significant experience assisting individual clients with estate planning, including wealth preservation, probate, succession of family businesses and trust administration. He has spent considerable effort developing creative solutions to protect individual’s or family’s current situation as well as their long-term plans.

Finally, drawing on the four decades of serving firm clients throughout the Northern Kentucky and Tri-State area, Jim provides clients with well-reasoned and practical representation meeting their business and individual legal needs that affect their daily lives.

If you are in need of an estate planning attorney, please do not hesitate to contact James G. Woltermann at 859.394.6200 or by e-mail at jwoltermann@aswdlaw.com.

Education

  • Thomas More College (1969)
  • University of Kentucky College of Law (1972)

Admitted to Practice

  • Commonwealth of Kentucky
  • State of Ohio

Professional Memberships and Affiliations

  • Kentucky Bar Association
  • American Bar Association
  • Ohio Bar Association
  • Northern Kentucky Bar Association
  • Cincinnati Bar Association
  • Special Justice, Kentucky Supreme Court (1983)
  • AV Preeminent Peer Review Rated, Martindale-Hubbell