Joseph R. Torda (“J.R.”)
Partner

Email: JRT.br@bex.net

J.R. Torda became an associate with Barkan & Robon Ltd. in 1999 and a partner in January of 2005.
J.R., a native of Toledo, received his B.A. in Accounting and Finance from Bowling Green State University and his J.D. from the University of Toledo. He was admitted to the Ohio bar in 1990. J.R. is also a Certified Public Accountant in Ohio. He is a member of the Toledo and Ohio State Bar Associations, and the American Association of Attorney-Certified Public Accountants, Inc.
J.R. is a counselor with significant experience in business, tax, real estate, estate planning, and elder law and more specifically in the following areas:

Business: Counsels on-going and start-up closely held businesses, handles business acquisitions and sales, business workouts, federal income tax matters, business succession planning, and counsels high-net worth individuals and executives on general business matters. J.R. also handles all aspects of entity formations. His background as a Certified Public Accountant allows J.R. to work closely with our client’s accountants in the formations, on-going business consulting, business sales and acquisitions.

Real Estate: He regularly handles acquisitions, leasing, and sales matters. In less than a five (5) month period at the end of 2005, J.R. individually counseled clients and separately handled and closed:
(i) $7.4 million of commercial real estate purchases,
(ii) $7.1 million of commercial real estate sales, and
(iii) $2.8 million of commercial warehouse new construction and partial financing provided through SBA, State of Ohio, and City of Toledo
That’s $17.3 million dollars of closed commercial real estate transactions, excluding the numerous lease matters regularly handled.

Tax: Counseling and planning for high-end taxpayers. J.R. also performs tax controversy work in representing business owners and individuals that owe the Internal Revenue Service and/or State of Ohio income or business taxes. Tax-exempt organization formation and on-going representation.
Medicaid/ Elder Law/Asset Protection: He advises clients, their parents, and their families on all aspects of Medicaid and elder law plans, options for asset protection, and the realities and practical application of current elder law.

Estate Planning, Trusts, and Estate Administration: J.R. performs estate planning from the basic estate plan to drafting more elaborate plans for high-end clients to carry out their planning objectives. Through his counsel, he continually strives to educate his clients as to the benefits and negatives to the proper attention to asset titling and beneficiary designation issues.
Summary: J.R. enjoys being a part of the Barkan & Robon, Ltd. team that allows him to work with clients in the areas of his practice, but also refer and remain active in client legal matters that are outside of the scope of his practice areas, yet within the practice area of his partners. This cooperative partnership has allowed for a full-service approach to our clients. Quality – is the result of high intention, sincere effort, intelligent direction, and skillful execution; it represents the wise choice of many alternatives.
J.R. is a past member of the Board of Directors of the Childhood Cancer Foundation of Northwest Ohio, has received the designation as Friend of the ACF-Maumee Valley Chefs Association, was a prior Junior Achievement Project Business volunteer, and now coaches various children’s sporting teams.

He enjoys golfing, playing racquetball, and participating in many other sports.