Stoll Keenon Ogden PLLC | Advertising Material

Stoll Keenon Ogden PLLC | Advertising Material


Ronald ‘Ronnie’ M. Katz

Member, Indianapolis

‘Ronnie’ joined Stoll Keenon Ogden as a Member in July 2022 as part of the firm’s merger with Katz Korin Cunningham, an Indianapolis firm which Ronnie co-founded with Offer Korin in 1994.  “Envisioning opportunities for our clients and our community” is not just a motto for the firm that Ronnie helped foster – it is also part of the foundation of Stoll Keenon Ogden’s culture.  It requires an understanding of client goals, the numbers, governmental implications and the impact of tax consequences. The goal is to provide exceptional legal services efficiently at reasonable rates, without the frustration of delays, excess costs and bureaucracy. 

Ronnie has maintained an AV Martindale-Hubbell Peer Review Rating © since 1992 and is listed in The Best Lawyers in America (for Real Estate and Trusts & Estates) and as an Indiana Super Lawyer.  In 2021, Ronnie received The Indiana Lawyer Leadership in Law Distinguished Barrister Award, an honor limited to 15 lawyers in the State of Indiana each year.  Ronnie was recently named the 2023 “Lawyer of the Year” in Central Indiana for his work involving “Business Organizations (including LLCs and Partnerships)” by U.S. News Best Lawyers® in America.  He has also been recognized as a Life Fellow and Distinguished Fellow of the Indianapolis Bar Foundation, a Fellow of the Indiana Bar Foundation and as a 2002 recipient of the Indianapolis Bar Association Dr. John Morton-Finney Excellence in Legal Education Award. 

Ronnie is a leader in the firm’s Trusts & Estates, Business Services, Tax and Real Estate groups. He has also served as an adjunct Professor of Law and guest lecturer for the Indiana University Robert H. McKinney School of Law (Real Estate Transactions; Trust & Estates) and, since 1993, has taught the Indiana Bar Review courses on Real Estate Law and Probate, Wills, Trusts and Administration. He has been involved in educating his peers for the past quarter century, primarily through continuing legal education courses offered through The Indiana Continuing Legal Education Forum, the Indianapolis Bar Association, and the American Bar Association. 

Trust & Estates: Ronnie counsels clients on the importance of developing plans that meet the needs of the client. His services include a broad range of other matters that may be required as part of the planning process, including entity agreements, real estate transfers, and coordinating beneficiary designations of retirement accounts and life insurance with a client’s overall plan.  Ronnie also represents and advises beneficiaries of estate and trusts and advises corporate and individual trustees regarding their responsibilities. As part of the firm’s Trusts & Estates Litigation group, Ronnie also initiates and defends claims on behalf of heirs and beneficiaries.

For the past several years, Ronnie has strongly advocated that medical and legal professionals take a greater proactive role in advocating for their respective patients and clients about end-of-life decisions. He has focused his research and education on the legal, ethical, and practical implications for patients, physicians, caregivers, and attorneys.

Business Services: Ronnie’s services to his business clients includes developing a solid understanding of the financial and tax consequences of intended business transactions, including management strategies that result in improved operational efficiency. Ronnie has counseled businesses in multiple industries in assisting them with internal growth strategies as well as through acquisition and integration. He often assists clients in the development of business and financial structuring plans, particularly with start-up and middle-market companies, which include understanding the advantages and disadvantages of ‘business entity’ alternatives. With respect to closely-held companies, Ronnie’s services include navigating business succession planning challenges, especially with respect to streamlining ownership, financial and operational issues.

Tax Services: Ronnie’s practice often involves estate, business succession and transactional planning relating to federal and state tax implications. Prior to becoming an attorney, Ronnie began his professional career as a certified public accountant (CPA), and following law school earned a Masters of Law in Taxation Degree at Georgetown University Law Center. He also has extensive experience with respect to real estate development involving tax incentive programs, including service as the American Bar Association (ABA) Chair of the ABA Forum on Affordable Housing & Community Development Law.  Ronnie also served as a member of the National Advisory Board of West Group’s Housing and Development Reporter for 17 years. 

Real Estate: Ronnie’s practice also includes representing and advising clients involved in real estate development and financing in the State of Indiana. A significant focus of this practice has involved the structuring of single family and multi-family residential developments, including tiered levels of ownership and financing alternatives that conform to the client’s goals.

In serving as an engaged stakeholder in the central Indiana community, Ronnie has supported several arts and civic organizations in the City of Indianapolis during his career, including service as a president of the boards of The Indianapolis Fringe Theatre, the Jewish Community Center Association of Indianapolis, and Indiana Federal Community Defenders where he is the current president of the board. 

Education
Georgetown University of Law Center
1985, L.L.M
Indiana University Robert H. McKinney School of Law
1983, J.D.
Indiana University
1980, B.S.
Admissions
Indiana
District of Columbia

Recognition

  • The Indiana Lawyer Leadership in Law Distinguished Barrister Award, 2021
  • Best Lawyers®, Lawyer of the Year (Indianapolis), Business Organizations (including LLCs and Partnerships), 2023
  • Best Lawyers®, Business Organizations (including LLCs and Partnerships), Real Estate Law, and Trusts and Estates, 2022-present
  • Indianapolis Bar Association & Foundation honors: Board of Directors Award, 2017; Distinguished Life Fellow, 2012; John Morton-Finney Excellence in Legal Education Award, 2002; Distinguished Fellow, 1993
  • Coalition for Homelessness Intervention & Prevention, Inc., Emile Godfrey Board Service Award, 2009
  • Indiana State Bar Foundation, Fellow, 2006
  •  Indiana Super Lawyers®, 2006 – present
  •  Jewish Federation of Greater Indianapolis, L.L. Goodman Leadership Award, 1997
  • Martindale-Hubbell® AV Preeminent Peer Review Rating™, 1992 – present
  • Jewish Community Center Association of Indianapolis, Martin L. Larner Leadership Development Award, 1991
  • Wexner Heritage Foundation 3-Year Leadership and Development Program, Graduate 1989
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Affiliations

  • American Bar Association (ABA): including service to ABA Forum on Affordable Housing and Community Development Law; Member, Governing Committee (2000 – 2007); Governing Committee Chair (2005 – 2006); Conferences Chair (2002 – 2003)
  • Indiana State Bar Association
  • Indianapolis Bar Association (IBA); Vice President of IBA Board, 2007; General Counsel to IBA, 2004
  • Indiana Federal Community Defenders, Inc., President (2020 – present) and Board of Directors (2017 – present)
  • Indianapolis Chamber Orchestra, Board of Directors, 2021 – present
  • John S. Grimes Advisory Committee to the Indiana University Foundation, 2012 – present
  • IndyFringe (Indianapolis Fringe Theater, Inc.), Past President (2012 –13) and Board of Directors (2010 – 2018)
  • Compassion & Choices of Indiana, 2010 – 2018
  • Jewish Community Center Association of Indianapolis, Past President (1995 – 1998), Board of Directors, 1985 – present
  • The Phoenix Theater, Board of Directors, 2014 – 2016
  • Housing and Development Reporter, Thompson West Publishing, National Advisory Board, 1994 – 2011
  • Coalition for Homelessness Intervention and Prevention of Greater Indianapolis, Inc. (CHIP), Board of Directors, 2003 – 2009
  • JCCA of North America, Board of Directors, 2004 – 2010
  • Indiana Housing Finance Authority Annual Conference on Affordable Housing Planning Committee, 1997 – 2002
  • Jewish Federation of Greater Indianapolis, Board of Directors, 1991 – 2000
  • Indiana Equity Fund, Board of Directors, 1994 – 2008
  • Congregation Beth El Zedeck, Board of Directors, 1992 – 1995
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News Seminars

     Indiana Multistate Bar Review, Indianapolis Bar Association, Trusts & Estates, Faculty, 1993 – present; Real Property Law
     and Personal Property Law, Faculty, 1993–2003

     Hot Tips in Probate Practice, Indiana Continuing Legal Education Forum, Indiana, Faculty, 2009–present

     Guest Lecturer, Trusts & Estates and Law Practice Management on a periodic basis, Indiana University Robert H. McKinney
     School of Law, 1996–present; Adjunct Faculty, Real Estate Transactions, 1995–1996

     Death & Dying: Maximizing Quality of Life and Minimizing Pain and Suffering When Faced with End-of-Life Decisions, Indiana
     University College of Health & Human Services, Presenter and Author, 2013–2020

     Legal Issues Involving Physician Assisted Dying, Indiana University School of Medicine, Presenter, 2013–present

     Legal Issues Impacting ‘End of Life’ Choices, Compassion & Choices of Indiana Fall Program,  Presenter, 2011

     A New Season of Dedication, ABA Journal of Affordable Housing & Community Development Law, Vol. 15, No. 4, Author,
     2006

     Political Will, ABA Journal of Affordable Housing & Community Development Law, Vol. 15, No. 3, Author, 2006

     Winds of Change, ABA Forum on Affordable Housing & Community Development Law (ABA/AHCDL) Conference on Creating
     Healthy Communities: Ending Homelessness, Presenter and Author, 2006

     State of the Union, ABA Journal of Affordable Housing & Community Development Law, Vol. 15, No. 2, Author, 2006

     Winds of Change, ABA Journal of Affordable Housing & Community Development Law, Vol. 15, No. 1, Author, 2005

     HURRICANE KATRINA: Public Housing Aftermath – Housing & Development Law Institute 22nd Annual Fall Conference,
     Presenter and Author, 2005

     Balancing the Rights of Individual Tenants and the Larger Community, ABA/AHCDL Conference: Doing Well While Doing
    Good ~ Building Housing & Community with a Social Justice Perspective, Panelist, 2005

     Hasta La Vista Baby: Roundtable on Nearing the End of Compliance Period, Indiana Housing Finance Authority Annual
     Conference Panelist, 2004

     The Closing Checklist: An Exhaustive Overview of all the Documents, 13th Annual ABA/AHCDL Forum Conference, Faculty,
     2004

     Is Your Deal Under Water? Making a Tax Credit Deal, Indiana Housing Finance Authority Annual Conference, Panelist, 2003

     Working Successfully with Community Agencies and Officials, Urban Revitalization: An Affordable Housing Conference,
     Faculty, 2003

     Overcoming Obstacles in Tax Credit Compliance, ABA/AHCDL 12th Annual Conference, Faculty, 2003

     Community Development Initiatives, Indianapolis Neighborhood Housing Partnership’s Housing Summit, Panelist, 2003

     Affordable Housing and Community Development Initiatives, International Project Finance, Investment, and Business
     Development, Center for International Legal Studies, Faculty, 2003

     Current Issues in Estate Administration and Trusts, Annual Indiana Law Update, Indiana Continuing Legal Education Forum,
     Faculty, 2002

     Need Some Coaching? Choose a Consultant, Indiana Housing Finance Authority Annual Conference, Panelist, 2002

     Developers Tool Belt: Soft vs. Hard Financing, Urban Revitalization: An Affordable Housing Conference, Faculty, 2002

     Advanced Tax Credit Issues (Expiring Use, Increased Allocation, State QAP), New Approaches to Developing Affordable
     Housing and Creating Economic Developments
, The Association of the Bar of the City of New York, Faculty, 2001

     Housing Tax Credits in Indiana, METRO Publishing Co., Inc.  Author, 1994-2001

     Housing and Development Forms and Commentary, West Group Publishing, Co-author, 1996-2001

     New Markets Tax Credit, Urban Revitalization: An Affordable Housing Conference, Faculty, 2001

     Ethical Considerations in Estate Planning and Probate, Current Estate Administration Issues Seminar, co-sponsored by
     Indiana Continuing Legal Education Forum and Banc One Investment Management Group, Faculty, 2000

     Creative Partnerships, Indiana Housing Finance Authority Annual Conference, Panelist, 2000

     Utilizing Low-Income Housing Tax Credits, Racing Ahead in Housing, National Association of Housing and Redevelopment
     Officials Annual Meeting, Faculty, 2000

     Tax-Exempt Private Activity Bond Workshop, sponsored by Novogradac & Company, LLP, Faculty, 2000

     Joint Ventures between Not-for-Profits and Private Developers: Negotiating the Partnership Agreement, Affordable Housing
     and Community Development: The State of the Art, co-sponsored by ABA/AHCDL and The Association of the Bar of the City
     of New York, New York, NY, Faculty, 2000

     Fundamentals of HOME/RHTC, Indiana Housing Finance Authority Annual Conference, Faculty, 1998

     Apartment Association Tax Credit Seminar, Apartment Association of Indiana, Faculty, 1998

     Structuring the Development and Development Team; Determining Sources and Uses & Amount of Credits; Dotting Your
     “Eyes” and Crossing the “Tees” in Your Application
, Indiana Housing Finance Authority Rental Housing Tax Credit Seminar,
     Faculty, 1997

     Current Issues for Low-Income Housing Tax Credit Project Owners and Advisors, Challenges and Opportunities in Affordable
     Housing and Economic Development in New York and Beyond, co-sponsored by ABA/AHCDL and The Association of the Bar
     of the City of New York, New York, Faculty, 1997

     Issues in Tax Credit Compliance, A Whole New Ball Game, Indiana Housing Finance Authority Annual Conference, Faculty,
    1996 

     Understanding and Using Housing Tax Credits in Indiana, Indianapolis Bar Association Seminar, Instructor, 1996

     Tax Credits and Financing, ICLEF Commercial Real Estate, Indiana Continuing Legal Education Forum, Instructor, 1994

     The Nuts & Bolts of Tax Credit Development in Indiana: A Presentation on Housing Tax Credits in Indiana, co-sponsored by
    the Indianapolis Bar Association and the Apartment Association of Indiana, Faculty and Chair, 1994

     Section 42 Tax Credits for Affordable Housing Development, Central Indiana Society of the Institute of Certified Financial
    Planners Seminar, Instructor, 1993

     Section 42 Tax Credits for Low to Moderate Income Housing, Indiana Bankers Association Conference Instructor, 1992

     Apartment Management Legal Issues, National Association of Home Builders Resident Apartment Management Courses,
    Instructor, 1991 – 2000

     Real Estate Law, Apartment Association of Indiana Certified Apartment Management Courses, Instructor, 1989 –1992

     Taxation of Partnerships, Indiana Society of Enrolled Agents Annual Seminar, Faculty, 1989