Luke Swain

Partner

Luke has deep knowledge of tax issues including trust taxation and exempt organizations. His practice focuses on providing sophisticated tax planning and wealth transfer solutions to develop estate plans that minimize tax consequences and help clients achieve their goals. Luke also has extensive experience in tax opinion drafting across a variety of matters involving corporate tax, partnership tax, personal income tax, and international sourcing rules.

Prior to joining Anderson Yazdi, Luke was a Senior Associate with Zerbe, Miller, Fingeret, Frank & Jadav, LLP in their Houston, TX office. His practice focused on providing sophisticated tax planning solutions and corporate counsel to clients, and representing clients during complex tax controversies in front of the Internal Revenue Service and state and local taxing authorities.

Luke is admitted to practice in California, the Commonwealth of Kentucky, and the United States Tax Court.

Academic Credentials

  • LL.M. in Taxation, New York University School of Law
  • J.D., University of Kentucky College of Law
  • B.A.Sociology, University of Kentucky

Professional Organizations and Admissions

  • State Bar of California
  • State Bar of Kentucky

Articles

  • University of Kentucky College of Law Nonprofits CLE Book, Taxation Chapter
  • University of Kentucky College of Law Estate Planning CLE Book, Required Minimum Distributions Chapter
  • Multistate Sales and Use Tax Guide for Equine Industry