At McCarthy Lebit, we work with you to understand your individualized wishes and challenges, and we customize a plan to fit your unique needs. 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.