Overview

Our Trusts & Estates practice employs sophisticated planning techniques to meet a both an individual’s or a family’s personal goals while minimizing transfer and estate taxes. Our services include the preparation of wills, trusts, financial powers of attorney, living wills and when appropriate, health care directives, charitable planning and charitable giving from direct gifts to charities, charitable trusts, family foundations and gifts to public foundations and donor-advised funds.

Our Trusts & Estate practice group includes attorneys who are Board Certified Specialists in Federal Taxation Law – a designation held by fewer than 20 attorneys in the State of Ohio – and individuals who have received the designation of Best Lawyers in America in Trusts & Estates. Our practice also includes several Certified Public Accountants who understand complex financial and tax planning issues.

We specialize in the administration of estates on a day-to-day basis from the probate of a decedent’s will through the final accounting and distribution of the assets. We draft the court documents and prepare the federal and state estate tax returns and guide our clients throughout the estate administration process. We are experienced in handling assets which are difficult to value and in representing clients in estate tax audits, on the agent, appellate and tax court levels. When the situation dictates, we also handle pre-bill and financing litigation respecting our clients’ estates, trusts, beneficiaries or foundations. We also advise trustees with respect to the proper administration of trusts and beneficiaries with respect to their rights in such entities.

Our clients include family business owners, executives, physicians, attorneys, and other professionals who require sophisticated estate planning tools to design their estate plans.

We maintain a national practice with attorneys admitted to practice in Ohio, Florida and other states to enable us to assist our clients with their multi state needs.

Capabilities

Business Succession Planning

Charitable Giving and Planning

Estate Planning, Wills and Trusts

Financial Powers of Attorney

Living Wills and Advanced Directives

Probate Administration

News & Publications

News & Publications There’s no time like now to create a...

Read More

News & Publications Corp America recognizes McCarthy Lebit for ADR, Banking...

Read More

News & Publications Three Reasons You Still Need A Trust

Read More

News & Publications New Estate Law Leads to New Possibilities

Read More

Blogs

Blogs When Doves Cry… and Siblings Feud

Read More

Experience

Private Settlement Agreement

Read More

Private Settlement Agreement

Private Settlement Agreement between trustees, investment advisor and beneficiaries, involving $90 million trust. Agreement resulted in removal of investment advisor and provided for flexibility for beneficiaries to appoint successor trustees and investment advisors.

Lawyers

Settlement agreements

Read More

Settlement agreements

Drafted multiple private settlement agreements to resolve trustee/beneficiary issues and clarify terms of trusts.

Lawyers

  • Estate plans

    Drafted multiple complex estate plans for high net worth families to facilitate transfer of wealth to next generation and charitable organizations, utilizing advanced estate planning strategies such as GRATs, FLPs, ILITs, and IDGTs.

Estate plans

Read More

Estate plans

Drafted multiple complex estate plans for high net worth families to facilitate transfer of wealth to next generation and charitable organizations, utilizing advanced estate planning strategies such as GRATs, FLPs, ILITs, and IDGTs.

Lawyers

  • Settlement agreements

    Drafted multiple private settlement agreements to resolve trustee/beneficiary issues and clarify terms of trusts.

Probate Spousal Litigation

Read More

Probate Spousal Litigation

Probate Spousal Litigation – Represented second wife in probate litigation in obtaining substantial settlement against estate of husband who had disinherited her from his probate estate. In conjunction with the settlement, allowed wife to keep the benefits of an existing irrevocable marital trust. John has also represented numerous estates in defending against claims of second spouses.

Lawyers

  • Probate Litigation

    Probate Litigation – Successful representation of Executor in protracted court litigation requesting Executor’s removal.

    Sued trustees for trust mismanagement. Resulted in substantial settlement for trust beneficiary.

Estate Tax Matters

Read More

Estate Tax Matters

Estate Appointment – Appointed by Probate Court to replace former Executor. Negotiated reduction in estate tax late payment penalty with IRS and recovered remaining tax penalty due to malpractice of former Executor and attorney.

Lawyers

  • Florida Estate Tax Matters

    Florida Matters – Handled numerous estate tax matters for significant Florida estates.

Florida Estate Tax Matters

Read More

Florida Estate Tax Matters

Florida Matters – Handled numerous estate tax matters for significant Florida estates.

Lawyers

  • Estate Tax Matters

    Estate Appointment – Appointed by Probate Court to replace former Executor. Negotiated reduction in estate tax late payment penalty with IRS and recovered remaining tax penalty due to malpractice of former Executor and attorney.

Probate Litigation

Read More

Probate Litigation

Probate Litigation – Successful representation of Executor in protracted court litigation requesting Executor’s removal.

Sued trustees for trust mismanagement. Resulted in substantial settlement for trust beneficiary.

Lawyers

  • Probate Spousal Litigation

    Probate Spousal Litigation – Represented second wife in probate litigation in obtaining substantial settlement against estate of husband who had disinherited her from his probate estate. In conjunction with the settlement, allowed wife to keep the benefits of an existing irrevocable marital trust. John has also represented numerous estates in defending against claims of second spouses.

Estate Planning Asset Transfer

Read More

Estate Planning Asset Transfer

Investment Transfer – Initiated and implemented tax-free plan to transfer significant investment to children utilizing a Grantor Retained Annuity Trust (GRAT). Children’s interest later valued in excess of $50 million. Estate tax savings estimated at $25+ million. Saved client over $500 thousand in state estate tax by pre-death gift planning.

Lawyers

  • Probate Spousal Litigation

    Probate Spousal Litigation – Represented second wife in probate litigation in obtaining substantial settlement against estate of husband who had disinherited her from his probate estate. In conjunction with the settlement, allowed wife to keep the benefits of an existing irrevocable marital trust. John has also represented numerous estates in defending against claims of second spouses.

  • Probate Litigation

    Probate Litigation – Successful representation of Executor in protracted court litigation requesting Executor’s removal.

    Sued trustees for trust mismanagement. Resulted in substantial settlement for trust beneficiary.

Business Planning Matter

Read More

Business Planning Matter

Business Planning Matter – Developed family plan to transfer company from parents to children through gifts and tax-free sales, transferred 67% of company value to children. Company later sold for $43 million. Estate tax savings estimated at $14+ million.

Lawyers

  • Probate Spousal Litigation

    Probate Spousal Litigation – Represented second wife in probate litigation in obtaining substantial settlement against estate of husband who had disinherited her from his probate estate. In conjunction with the settlement, allowed wife to keep the benefits of an existing irrevocable marital trust. John has also represented numerous estates in defending against claims of second spouses.

  • Probate Litigation

    Probate Litigation – Successful representation of Executor in protracted court litigation requesting Executor’s removal.

    Sued trustees for trust mismanagement. Resulted in substantial settlement for trust beneficiary.

Guardianship Issues

Read More

Guardianship Issues

Guardianship Issues – To avoid court removal of Guardian, prepared highly detailed accountings for 4 separate Guardianships for minors to show legal use of funds to Probate Court.

  • Probate Spousal Litigation

    Probate Spousal Litigation – Represented second wife in probate litigation in obtaining substantial settlement against estate of husband who had disinherited her from his probate estate. In conjunction with the settlement, allowed wife to keep the benefits of an existing irrevocable marital trust. John has also represented numerous estates in defending against claims of second spouses.

  • Probate Litigation

    Probate Litigation – Successful representation of Executor in protracted court litigation requesting Executor’s removal.

    Sued trustees for trust mismanagement. Resulted in substantial settlement for trust beneficiary.

Insolvent Estate Issues

Read More

Insolvent Estate Issues

Insolvent Estate Issues – Obtained substantial insurance proceeds through Trust for wife despite insolvency of estate and significant personal income taxes due by decedent.

  • Probate Spousal Litigation

    Probate Spousal Litigation – Represented second wife in probate litigation in obtaining substantial settlement against estate of husband who had disinherited her from his probate estate. In conjunction with the settlement, allowed wife to keep the benefits of an existing irrevocable marital trust. John has also represented numerous estates in defending against claims of second spouses.

  • Probate Litigation

    Probate Litigation – Successful representation of Executor in protracted court litigation requesting Executor’s removal.

    Sued trustees for trust mismanagement. Resulted in substantial settlement for trust beneficiary.

Find A Lawyer