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Audra E. Loomis
Managing Associate
Cincinnati, OH
Managing Associate
Cincinnati, OH
Audra focuses her practice in the areas of estate planning, probate estate and trust administration, planning for retirement benefit distributions, business succession planning, asset protection planning, charitable gift planning, and planning for federal gift and estate tax, generation-skipping transfer tax, and individual and fiduciary income tax.
She counsels individuals and families in all areas of wealth transfer planning and business succession planning and has extensive experience drafting Wills, revocable trusts, conduit and accumulation trusts for retirement plan distributions, generation skipping trusts, grantor retained annuity trusts, spousal lifetime access trusts, irrevocable life insurance trusts, private settlement agreements to modify trusts, gift tax returns, and installment sales to trusts.
Audra recently graduated from the Cincinnati USA Regional Chamber’s Cincy Next program for emerging leaders in the Cincinnati region. She has spoken at several seminars on various topics related to wealth transfer planning and has had articles published in the Probate Law Journal of Ohio. Audra earned her Juris Doctor from the University of Virginia School of Law.
University of Virginia School of Law, J.D.
Miami University, B.A., Political Science Major; Spanish and History Minors, summa cum laude
Legal Intern for the Honorable Judge R. Patrick DeWine, Ohio First District Court of Appeals
Recognized by Best Lawyers: Ones to Watch® in America – Tax, 2026; Trust and Estates, 2026
Selected as Member of Cincinnati USA Regional Chamber’s Cincy Next Program, Class of 2020
Hardy Cross Dillard Scholarship, University of Virginia School of Law
The Engel Prize, Miami University
Irma Karmol Memorial Scholarship, Miami University
Ohio State Bar Association, Estate Planning, Trust and Probate Section
Cincinnati Bar Association, Estate Planning & Probate Section
Women in Estate Planning
American Bar Association
Legacy Planning Committee for the Cincinnati Children’s Hospital Foundation Board, Member
“Case Law Update,” Cincinnati Bar Association Advanced Estate Planning Institute, June 15, 2023
“Planning Options for Beneficiaries with Special Needs,” GiGi’s Playhouse Cincinnati, April 28, 2023
“Ethical Considerations Associated with Planning for Families,” Stock Yards Bank Annual Professional Education Seminar October 28, 2021
“Secure Act’s Effect on Inherited IRA Planning”, Business Succession Seminar, October 25, 2019
“Attorney Conduct in the Probate World: Understanding Changes in Ohio’s IOLTA Laws Regarding Estate Funds,” Cincinnati Bar Association Basic Estate Planning & Probate Institute, November 16, 2018
“A Year of Uncertainty Resulting in An Ideal Time for Year-End Gifting,” Probate Law Journal of Ohio, November/December 2020
“Protecting Privileged Communications,” Ohio Probate Law Journal, January/February 2019
“Representing Fiduciaries: Does Cincinnati Bar Association v. Robertson Portend A Dueck Dynasty?” Ohio Probate Law Journal, May/June 2018
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