Steve R. Wolterman, Founding Attorney at Wolterman Law Office

Steve R. Wolterman

Founding Attorney, Wolterman Law Office

Estate Planning, 1031 Exchange, Business Law, Tax Law, Real Estate

About Steve

Steve Wolterman founded Wolterman Law Office in 2008 with a singular mission: to provide Southwest Ohio individuals, families, and businesses with sophisticated legal representation delivered with the personal attention of a local firm. A native Cincinnatian, Steve attended St. Xavier High School before earning his B.S. in Finance from Clemson University and his J.D. from the University of Cincinnati College of Law.

A large part of Steve's practice is planning and facilitating 1031 exchanges in all 50 states and abroad. He is a Certified Exchange Specialist (CES) -- the only nationally recognized credential in the 1031 exchange industry -- and a member of the Federation of Exchange Accommodators (FEA). Steve has personally overseen more than 1,000 exchanges and helped clients save over $100 million in capital gains taxes. He is known in many circles for handling the most complex 1031 exchange structures, including reverse exchanges, improvement exchanges, and multi-property transactions.

Steve's practice also spans estate planning and probate, business formation and transactions, real estate, and tax law. His background as a Certified Fraud Examiner gives him a unique edge in business transactions and tax matters. Steve values relationships above all else and considers himself lucky to meet so many wonderful individuals and families in the community through the firm's estate planning and personal services.

Certified Exchange Specialist (CES)Federation of Exchange Accommodators MemberAmerican Association of Certified Fraud ExaminersCincinnati Bar AssociationOhio State Bar AssociationAmerican Bar Association

Notable Accomplishments

  • 1,000+ 1031 exchanges successfully completed across all 50 states
  • $100M+ in capital gains taxes saved for clients
  • Certified Exchange Specialist (CES) -- the only nationally recognized 1031 exchange credential
  • Founder of 1031 Federal Exchange, a full-service qualified intermediary
  • Admitted to U.S. Tax Court and U.S. District Court, Southern District of Ohio
  • Volunteer Lawyers Project (VLP) participant since 2009
Education
  • University of Cincinnati College of Law, J.D. 2007 (Dean's List)
  • Clemson University, B.S. Finance 2002 (Dean's List)
  • St. Xavier High School, Cincinnati, OH
Bar Admissions
  • Ohio, 2007
  • U.S. District Court, Southern District of Ohio, 2009
  • U.S. Tax Court, 2009

Professional Associations

  • Cincinnati Bar Association (Member, 2007 to Present)
  • Ohio State Bar Association (Member, 2007 to Present)
  • American Bar Association (Member, 2011 to Present)
  • American Association of Certified Fraud Examiners (Member, 2009 to Present)
  • Federation of Exchange Accommodators (FEA)

Practice Areas

Ready to Work With Our Team?

Schedule a case review with one of our experienced Ohio attorneys. No fee unless we win.