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Trusts & Estates
Who We Are
Our Trusts & Estates practice group includes attorneys who are Board Certified Specialists in Federal Taxation Law, a designation held by fewer than 15 attorneys in the State of Ohio. Our practice also includes several certified public accountants who understand complex financial and tax planning issues. 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.
How We Help
We specialize in the administration of estates from the probate of a decedent’s will through the final accounting and distribution of assets. We draft court documents and prepare federal and state estate tax returns, guiding our clients throughout the estate administration process.
We are experienced in handling complex assets and in representing clients in estate tax audits on the agent, appellate and tax court levels. When the situation dictates, we will either challenge or defend the estates, trusts, beneficiaries, and foundations. We also advise trustees with respect to the proper administration of trusts and beneficiaries with respect to their rights in such entities.
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 trust & estate planning and administration capabilities include:
- Business Succession Planning
- Charitable Giving and Planning
- Estate Planning, Wills, and Trusts
- Financial Power of Attorney
- Living Wills and Advanced Directives
- Probate Administration
Who We Represent
Our clients include family business owners, executives, physicians, attorneys, and other professionals who require sophisticated estate planning tools to design their estate plans. Our Trusts & Estates practice employs sophisticated planning techniques to meet both an individual’s or a family’s personal or business goals while minimizing transfer and estate taxes.
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