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Trusts & Estates

You worked hard to gain your wealth, now let us create a plan to protect it.  Regardless of whether you are a top executive, family business owner, or established entrepreneur, we understand your desire to develop and preserve your wealth for future generations.   Our team of experienced attorneys creates customized strategies to help you feel confident that your goals are being accomplished while we care for you and your family’s future. We collaborate closely with your personal accountants, bankers, financial planners, and insurance professionals to ensure an integrated and coordinated approach to your estate and charitable giving plans.   Together we accomplish more than just protecting your wealth; we help you provide security for your family and your business while continuing your charitable giving for years to come. In planning for your future, we make certain you leave a legacy of which you can be proud.

Areas of Practice

  • • "Stock Redemption" Agreements
  • • Business Succession Planning
  • • Close Corporation Agreements
  • • Elder Law
  • • Estate and Generation-Skipping Transfer (GST) Tax Planning
  • • Estate Planning
  • • Financial Powers of Attorney
  • • Healthcare Powers of Attorney and Living Will Declarations
  • • Irrevocable "Gift" Trusts for Children and Grandchildren
  • • Irrevocable Life Insurance Trusts
  • • Long-Term Care Planning
  • • Medicaid Planning
  • • Probate Litigation
  • • Probate/Estate Administration
  • • Revocable Living Trusts
  • • Stock "Cross-Purchase" Agreements for Shareholders in Closely Held Corporations
  • • Trust Administration
  • • Voting Trust Agreements
  • • Voting Trust AgreementsWills
  • • Wills

Meet our Team of Experienced Lawyers

Articles and Resources

What to Do If Your Ohio Business Receives a Tax Audit

6 min read

What to Do If Your Ohio Business Rece... When your business receives an audit engagement letter, don’t panic. While an audit may be time-consuming, costly,...
Maximizing Ohio Sales and Use Tax Exemptions for Businesses

3 min read

Maximizing Ohio Sales and Use Tax Exe... In Ohio, sales of tangible personal property are presumed taxable unless an exemption exists. On the other hand,...
Is Your Lawsuit Tax Deductible? | How to know when it is, and isn’t, deductible

4 min read

Is Your Lawsuit Tax Deductible? | How... The costs associated with hiring attorneys, defending a lawsuit, and paying for damages or a settlement can be...

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