Douglas C. Carlson has extensive experience in corporate, partnership, individual and estate tax matters. The primary emphasis of his practice is on transactional planning, including acquisitions and dispositions, reorganizations and limited partnership syndications, liquidations and executive compensation, including stock options and deferred compensation. He has substantial experience in compliance activities, controversy matters, and state and local tax matters.
As a business law attorney, Doug focuses his general corporate practice on privately held corporations, including incorporations, acquisitions, dispositions, reorganizations and liquidations.
Doug has a wide breadth of experience in estate planning and probate. His work in the planning and administration of estates has a particular emphasis on family business planning in connection with control of privately held corporate businesses and charitable gift planning. In addition, he is experienced in the formation, organization and operation of public charities and private family foundations. He is also involved with planning and compliance for a wide range of tax matters affecting nonprofits.
Case Western Reserve University School of Law, J.D., 1975
Honors & Activities: Associate Editor, Case Western Reserve Law Review, 1973-74
Kent State University, MPA, 1972
Kent State University, BBA, magna cum laude, 1971
Honors & Activities: Beta Alpha Psi; Beta Gamma Sigma
Western Golf Association, Evans Scholars Foundation, Director
Elyria Country Club, Member; Board of Directors 2003-08; President, 2005-08; Caddie Committee, 1993-present, Chairman, 2010-present; Hotsey Caddie Scholarship Foundation, Trustee; Golf Committee, Member, 1993-present
Cleveland Rowing Foundation, Director, 2003-2011
The Best Lawyers in America®, Trusts and Estates, 2018-22
AV Preeminent®, Martindale-Hubbell
State of Ohio, 1975
State of Florida, 1982
U.S. Tax Court, 1979
Ohio Bar Association, Member
Florida Bar Association, Member
Cleveland Metropolitan Bar Association, Member
Certified Public Accountant (Inactive)