Areas of Practice
Undergraduate School
Miami University
Law School
University of Cincinnati
Bar Admissions
Georgia, Ohio, Tennessee
Her experience includes all aspects of estate planning and probate administration, including preparation of wills and trusts and the preparation and filing of federal estate and gift tax returns. She has assisted numerous individuals in developing sophisticated estate plans designed to maximize family wealth and minimize estate taxes, utilizing such estate planning techniques as Irrevocable Insurance Trusts, Family Limited Partnerships, Grantor Retained Annuity Trusts and Qualified Personal Residence Trusts. In addition, she also has experience in establishing and administering charitable entities, such as Charitable Remainder Trusts, private foundations and public charities.
Ms. Wartner received her B.A. degree, summa cum laude, in Sociology from Miami University in 1978. In 1983, she received her J.D. degree from the University of Cincinnati, where she was elected to the Order of the Coif and served as Lead Articles Editor of the Cincinnati Law Review. Prior to joining Smith, Gambrell & Russell, LLP in 1998, she was an attorney with the Nashville law firm of Bass, Berry & Sims and a shareholder with the Cincinnati law firm of Santen & Hughes. She is a member of the State Bar of Georgia.