Trusts, Estates & Estate Planning

Our Estate Planning, Trust and Probate attorneys are well respected and highly experienced.  Bill McGraw is recognized as one of the best estate planning attorneys in the State of Ohio.  He is one of only 98 Ohio attorneys who are currently Fellows of the American College of Trust and Estate Counsel.  This is an exclusive, peer nominated and peer selected designation.  Bill is also a Certified Specialist in the area of estate planning, trust and probate law, one of only approximately 160 in the State of Ohio.  Bill recently completed a two year term as Chair of the Ohio State Bar Association Estate Planning, Trust and Probate Council.  This section of OSBA serves 2,700 members.  The Council drafts and lobbies for approval of Legislation to improve the estate planning, trust and probate environment for Ohio citizens.  Bill served as a key member of the Joint Ohio Banker/Ohio Bar Committee which drafted and obtained passage of the Ohio Trust Code. A copy of Mr. McGraw’s Curriculum Vitae can be viewed here.

Sarah Worley, Alan Kappers, Jack Hemm and David Mikel are also experienced estate planning, trust and probate attorneys who can assist you.

ESTATE PLANNING

Dungan & LeFevre’s Trust and Estate attorneys counsel clients in all matters concerning transfer of their personal estates and wealth to their intended beneficiaries in a cost effective, planned and orderly manner.  This may involve a review and update of a client’s Will and creating other compatible estate planning documents, including durable general Powers of Attorney, Healthcare Powers of Attorney and Living Wills.  We also counsel clients concerning whether or not a Revocable Living Trust would be an appropriate tool for their estate plan.

The process may also include techniques to minimize estate taxes and develop gifting plans and business succession plans to pass control of a closely held business to the next generation.

To assist you in your estate planning, please Click here to review “Selecting the Best Estate Planning Strategies”.

COMPLEX PLANNING

We often engage in more complex planning involving the use of Family Limited Partnerships, Limited Liability Companies, Charitable Remainder Trusts, Charitable Lead Trusts, Grantor Retained Annuity Trusts and Irrevocable Life Insurance Trusts.  We developed estate planning techniques and tailor specific individual plans for each client’s unique situation.

ESTATE ADMINISTRATION

Our Trust and Estate attorneys represent Fiduciaries including Executors, Administrators and Trustees in helping them deal with the complexities of the Probate and Trust administration process.  We assist the Fiduciaries in probating the Will of their loved one, inventorying and valuing assets, paying debts, filing timely income and estate tax returns and distributing the assets of the estate according to the Will or Trust of the decedent.

FIDUCIARY & PROBATE LITIGATION

Occasionally unavoidable disputes occur which require representation of Executors, Administrators, Trustees and Beneficiaries.  Our attorneys are equipped to vigorously and sensitively  represent clients in resolving these disputes.

PRE-MARITAL AGREEMENTS

If a client is planning to get married, our lawyers counsel with the client to determine if a prenuptial agreement is appropriate to ensure that the client’s estate is transferred at death in accordance with the client’s wishes.

If you have any further questions about how we can help you with your trusts, estates, estate planning  needs, please contact us.