ESTATE PLANNING & PROBATE ADMINISTRATION
The group is experienced in planning and administering estates that own family businesses and other multi-faceted business interests, commercial and residential real estate holdings, extensive investment portfolios, retirement accounts and artwork collections. From simple plans dealing with wills, powers of attorney, and living wills to complex plans requiring trusts, family limited partnerships, buy-sell agreements, and generation skipping planning, the group has the expertise to establish and implement plans to best meet individual client needs.
The group offers services to accomplish the client objectives ranging from minimizing taxes, protecting assets and generational succession planning to establishment of charitable trusts for creation and/or contributions to a client's own private foundation.
The group's expertise in administering estates includes the planning necessary to reduce taxes to allow the prompt, efficient, and lawful transfer of property to beneficiaries, helping avoid administration error or probate pitfalls, will contests and additional future taxes.
Lifetime planning enables clients to transfer businesses and assets while minimizing income, gift, estate and generation skipping transfer taxes.
Through the group's extensive experience throughout Ohio, its members enjoy beneficial relationships with accounting firms, insurance companies, and with the trust departments of area banks. The group works with other professionals who provide various financial and planning services, such as stockbrokers, investment bankers, and insurance agents to create estate and business succession plans tailored to individual client needs.