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With attorneys certified as Estate Planning, Trust & Probate Law Specialists by the Ohio State Bar Association as part of their estate team, our attorneys collaborate with our clients to meet important family and business needs. We:
- Counsel in planning and administration of estates, trusts, and guardianships
- Act as fiduciaries, or represent fiduciaries and beneficiaries of estates, trusts and guardianships
- Advise individual and corporate trustees concerning their fiduciary duties and obligations
- Advise fiduciaries and beneficiaries on numerous options and post-death planning opportunities
- Prepare and review federal and state estate-tax returns and federal gift-tax returns
- Advise fiduciaries on estate income-tax related issues, estate-tax and generation-skipping-transfer-tax issues and various elections which may be available
- Represent estates in federal and state estate-tax audits and disputes (including appeals)
- Assist clients with the proper funding of trusts and advises clients on the income-tax issues of funding trusts
- Represent and advise clients in various phases of probate and trust litigation (including construing and reforming the terms of wills and trusts; prosecuting will-contest actions and avoiding probate; removal of fiduciaries)
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