Estate Planning, Wills, Trusts, and Probate

While death is not a pleasant topic for polite conversation, everyone must face it one day, and good estate planning can make a difference. From simple wills to complex trusts to working with the probate court system, we can help bring peace of mind.

Some of our legal services in estate planning include:

  • Preparing revocable trusts, wills, powers of attorney, healthcare powers of attorney, and living wills
  • Assisting with advanced wealth transfer strategies, including the preparation of irrevocable trusts, such as charitable remainder trusts, charitable lead trusts, and life insurance trusts, along with other wealth transfer tools such as family limited partnerships
  • Counseling clients on probate avoidance techniques to streamline and reduce the costs associated with estate administration
  • Assisting business owners with succession and wealth transfer planning
  • Planning for children or other loved ones with special needs to include the use of wholly discretionary trusts, supplemental services trusts, and special needs trusts to protect the beneficiary’s eligibility for public assistance benefits
  • Advising clients on Medicaid planning and other elder care issues
  • Representing Executors, Administrators, and Trustees with the administration of estates and trusts, including assistance with tax planning and the preparation of Federal and Ohio estate tax returns, and Federal and Ohio fiduciary income tax returns
  • Assisting with applications for, and the administration of, guardianships for both minors and incompetents
  • Assisting clients with adoptions, including step-parent adoptions

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