Business Succession Planning & Wealth Management

When making decisions about wills, trusts, health care powers of attorney, gift-giving, prenuptial agreements and business succession planning, trusted professional advisors are essential in the drafting and implementation of the estate plan. Our attorneys provide counsel on a wide variety of individual, family and related business issues. Our clients appreciate our ability to take an in-depth look at their assets, review tax situations and recommend estate planning programs that transfer assets while minimizing tax consequences.

Business Succession

We assist our clients with transferring business interests to younger family members or other persons.

Estate Administration

We represent personal representatives in Florida and executors in Ohio and assist them with preparation of probate documents, preparation of estate tax returns, and resolution of controversies with beneficiaries and the tax authorities.

Fiduciary Tax Representation

In conjunction with our trust and estate administration efforts, we assist clients, accountants and other advisors with matters related to income, gift and estate tax returns.

Guardianships

We represent parties involved in guardianship matters for incompetents and minors including the initiating of guardianship proceedings, filings of inventory and accounts, and handling tax issues.

Trust Administration

We represent trustees in carrying out their duties which may include interpreting trust agreements, analyzing the impact of the tax laws, and providing information to beneficiaries.

Wealth Transfer

Our attorneys are involved in all aspects of asset transfers.

Representative Matters

Some of our recent matters handled include the following:

  • Despite continuing uncertainty in the federal estate tax law, increasing numbers of families and individuals continue to create and change estate plans to ensure certainty for the preservation of their wealth.
  • Assist high-net-worth individuals in taking advantage of increased exemptions from gift taxes.
  • Advise business owners in establishing sound, coordinated business succession plans.
  • Create estate planning opportunities to take advantage of historic low interest rates.