Heather Duffey Welbaum

Heather Duffey Welbaum

Shareholder since January 1, 2007
Location:
Dayton, Ohio
Phone:
937-222-2524
Email:

Heather is an Ohio State Bar Association Certified Specialist in Estate Planning, Trust, and Probate Law. She is a shareholder with the firm and she serves as the Chair of the Estate, Probate, and Business Succession Planning Department. Heather has over a decade of experience in the areas of estate planning and estate administration. Her practice focuses primarily on estate planning, trusts, probate administration, asset protection planning, business succession planning, and corporate and business law. Heather represents individuals, individual fiduciaries, and corporate fiduciaries. She also devotes a significant portion of her practice on family legacy planning over multiple generations, with emphasis on flexible trust arrangements, asset protection, and family business succession.

Heather has been an Adjunct Professor at the University of Dayton School of Law since 2001, where she has taught the Estate and Tax Planning Capstone course, Wills and Trusts, Legal Professions (legal research and writing), Alternative Dispute Resolution, and Appellate Practice and Procedure. Before joining the firm, Heather served as a Staff Attorney for The Honorable William H. Wolff, Jr. of the Second Appellate District of the Court of Appeals of Ohio. Heather graduated summa cum laude from the University of Dayton School of Law where she served as Editor-In-Chief of the Law Review. She is also a summa cum laude graduate of the University of Dayton, with a B.A. in history and psychology.

Areas of Practice

  • Estate Planning

Certified Legal Specialties

  • Certified Specialist in Estate Planning, Ohio State Bar Association

Bar Admissions

  • Ohio, 1999
  • U.S. District Court Southern District of Ohio, 2000

Education

  • University of Dayton School of Law, Dayton, Ohio
    • J.D. summa cum laude - 1999
    • Law Review: University of Dayton Law Review, Editor-in-Chief
  • University of Dayton, Dayton, Ohio
    • B.A. summa cum laude - 1996
    • Major: History
    • Major: Psychology

Published Works

  • Casenote: State ex rel. Johnson v. Bail, 938 P.2d 209 (Or. 1997), 23 U. Dayton L. Rev. 623. (1998).

Honors and Awards

  • Martindale-Hubbell AV Peer Review Rated
  • Ohio Super Lawyer Rising Star
  • Ohio State Bar Association Certified Specialist in Estate Planning, Trust, and Probate Law

Professional Associations and Memberships

  • Dayton Bar Association
  • Ohio Bar Association
  • American Bar Association
  • Dayton Trust and Estate Planning Group

Past Employment Positions

  • University of Dayton School of Law, Adjunct Professor
  • Honorable William H. Wolff, Jr. of the Second Appellate District of the Court of Appeals of Ohio, Staff Attorney