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William M. Umbach

Associate
Transactions
  • P 803.212.6522
    F 803.779.4749

William M. Umbach joined Adams and Reese in 2013 as an Associate following the firm’s expansion into Columbia.

Practicing law since 2010, Will incorporates his advanced training in taxation into his practice to help his clients organize, manage and reorganize their businesses to adapt to the changing business climate. He counsels clients ranging in size from individuals navigating local markets to Fortune 100 companies with more than $1 billion in annual revenue. Will has experience with a wide variety of matters that arise throughout the lifetime of a business including entity formation, governance, restructuring, business planning, corporate divisions, mergers, acquisitions, recapitalizations and divestitures.

In addition to providing an informed perspective on the issues that face his business clients, Will’s advanced tax training enables him to represent his clients in disputes with the Internal Revenue Service and structure transactions and settlements in a tax-advantageous manner.

Will’s representative experience includes:

  • Represented executive to determine the excise tax consequences of severance payments made upon a change in control of employer and negotiated settlement of claims for severance payments based in part on the same.
  • Structuring and negotiating multi-million dollar sales and acquisitions of stock and assets of ongoing businesses.
  • Structuring and negotiating various mergers, split-ups, split-offs, and spin-offs to utilize various non-recognition provisions of the Internal Revenue Code.
  • Represented controlling shareholders in a multi-million dollar dividend recapitalization.

Will is an active member of the Taxation sections for both the American Bar Association and South Carolina Bar.

Will received his LL.M. in Taxation from New York University in 2011; earned his J.D., cum laude, from the University of South Carolina in 2010; and earned his B.A. from Duke University in 2004. Will was a student member of the John Belton O’Neall Inn of Court; editor-in-chief of the ABA Real Property, Trust and Estate Law Journal; and he received CALI Awards in Property Law and Wills, Trusts and Estates.

Will is active in the community, performing pro bono work for a charitable entity that provides affordable housing for low-income families and for a charitable entity that provides temporary housing and assistance for recovering addicts and recently released convicts.

Among the people Will most admires are his grandfathers, who taught him that developing character is the ultimate goal.

In his spare time, Will enjoys spending time with his wife, son, dogs, and extended family and friends. He also enjoys cooking, writing, and watching Duke basketball.