Practice Areas

Comprehensive Estate Planning and Administration Services in Ohio and Kentucky

Our firm provides representation for clients throughout Ohio and Kentucky in all matters pertaining to estate planning and estate administration. This includes assisting clients with matters such as:

Healthcare Directives

Healthcare planning is an important component of the estate planning process. We help our clients choose the healthcare planning tools that make the most sense for their personal, financial and family circumstances, and we prepare customized planning documents that are specifically-tailored to our clients’ individual needs.

Incapacity Planning

Planning for incapacity involves healthcare and financial planning considerations. For business owners, it also involves preparing to have someone else operate the business in their stead should they become temporarily or permanently be unable to do so.

Wills

The will is a critical component of virtually any type of comprehensive estate plan. While trusts and other planning documents will often be preferable to wills for certain estate planning goals, the will still serves a few fundamental purposes that cannot be achieved through other means.

Trusts

Revocable and irrevocable trusts are used to keep assets out of probate and to ensure control over assets both during the grantor’s lifetime and after his or her death. We routinely assist clients with structuring and funding revocable living trusts, irrevocable life insurance trusts, special needs trusts, charitable trusts and other estate planning trusts.

Legacy Wealth Planning

For high-net-worth individuals, the financial aspects of estate planning can take on heightened importance. Attorney Jim Singler has particular experience representing high-net-worth individuals, and he works closely with his clients to craft estate plans that preserve and make beneficial use of their wealth for decades to come.

Medicaid Planning

For many people, maintaining Medicaid eligibility is a key consideration during the estate planning process. There are estate planning tools that are both specifically designed and particularly well-suited to this purpose, and we can help you understand the options you have available.

Special Needs Planning

If you have a child or other loved one with special needs, there are estate planning tools you can use to preserve your loved one’s government benefit eligibility while also ensuring that he or she has access to your financial resources after your death. We can guide you through the process of choosing the planning documents that make the most sense for your family’s circumstances.

Probate and Trust Administration

In addition to providing estate planning services, we also represent executors, personal representatives, trustees, guardians, heirs, beneficiaries and other interested parties in all aspects of probate and trust administration in Ohio and Kentucky. If you have recently lost a loved one or have questions about your rights or obligations, we can guide you every step of the way.

Guardianships

Appointing a guardian during the estate planning process ensures that you decide who will raise your minor children should you no longer be able to do so. We can help you address all of the relevant considerations and prepare documents to provide financial support for your chosen guardian if desired.

Family Business Planning

If you own a family business, ensuring a smooth transition upon your death or incapacity will be a crucial component of the estate planning process. We can assist you in developing a comprehensive business succession plan and making the necessary provisions to transfer ownership and control at the appropriate time.

Contact Us to Discuss Your Needs

To discuss your estate planning or estate administration needs in confidence, please call 513-486-0000 or contact us online. We will schedule your confidential initial consultation as soon as possible