CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Lucas H. Forcella

Lucas primarily practices as a business attorney, advising clients on commercial transactions (including mergers and acquisitions; commercial real estate acquisitions, sales, and leases; and business succession planning), tax matters (including state and local tax credits and incentives; tax audits; and appeals of federal and state taxes) and as outside general counsel. Understanding that many business owners’ personal and professional lives are closely connected, he also assists his clients with trust and estate planning. Lucas is a regular presenter on business and tax issues impacting the mountain-west region, and hosts a monthly educational forum for accountants, business professionals and other attorneys.

Prior to his legal career, Lucas served as a counterintelligence and intelligence officer in the United States Marine Corps in numerous overseas and domestic locations. Lucas left active duty in 2015 and is currently a Major in the Marine Corps Reserve. Lucas received his Juris Doctorate from the University of North Carolina School of Law, where he served as the Web Editor for the North Carolina Journal of Law and Technology and clerked for the Honorable Judge Hunter Murphy of the North Carolina Court of Appeals and for the Honorable United States Magistrate Judge Robert T. Numbers, II.

In his free time, Lucas and his wife enjoy introducing their three young sons to the joys of exploring Montana’s great outdoors.

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