Estate Planning, Trusts, and Probate
To ensure your assets will be distributed the way you intend upon your passing, it is vital to be proactive in arranging your estate. Otherwise, your estate may be divided in accordance with State law or subject to guardianship. This would likely produce unnecessary estate tax liability and create the possibility of your assets passing other than the way you intend.
Our estate planning lawyers and paralegals work with our clients to plan for the efficient and orderly transfer of property upon death. This includes working closely with clients to select methods for the disposition of assets to meet family goals, effect charitable donations, minimize tax implications, and to limit probate and related expenses.
Our firm not only arranges wills, revocable trusts, irrevocable trusts, living wills, health care power of attorney’s, and durable power of attorney’s, but we also take the time to explain and properly execute these documents. Many of our clients also desire additional tax planning, which we also provide.
We also provide Ohio Medicaid Planning, and representation for Medicaid applications and Medicaid estate recovery settlement.
Our probate attorneys appear before the Probate Court on guardianship matters for minors and incompetent persons, for private and step-parent adoptions, and on trust and estate administration matters. We also represent beneficiaries’ interests and the interests of personal representatives in adversary proceedings, such as will contests and will construction suits.