COVID-19 Update: We are open every day from 8-4 and are seeing clients either in-person or via phone/video conferencing. Your health and safety are of the utmost concern to us which is why we are asking our clients to please wear a face covering when coming in for an appointment. If you do not have one, we will be happy to provide one. If you have documents to drop off, please feel to use the 24-hour drop box located to the left of the first set of doors. Call, email, or text us anytime and let us know how we can help you!

Serving Clients In Troy And Throughout Ohio

Estate Planning

Ohio Estate Planning Overview

Whether you’re setting up a trust for your child, setting up a power of attorney or going through the complicated process of transferring your estate, you need an experienced attorney to help guide you through the process. There are many factors to consider in any planning of this magnitude, and it’s best to have someone on your side who knows the ins and outs of the law — not to mention potential pitfalls to avoid.

Our Attorneys

Our estate planning, trust and probate attorneys are well-respected and highly experienced. William “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 Estate Planning, Trust and Probate Law, one of only approximately 160 attorneys in the state of Ohio.

In addition to William McGraw, Sarah G. Worley is also a Certified Specialist in Estate Planning, Trust and Probate Law, as recognized by the Ohio State Bar Association. Jack Hemm is also an experienced estate planning, trust and probate attorney who can assist you.

How We Can Help

Our Trust and Estate planning attorneys counsel clients in all matters concerning the transfer of their 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 Last Will & Testament, as well as the creation of other compatible estate planning documents, including durable general Powers of Attorney, Health Care Powers of Attorney and Living Wills. We also counsel clients concerning whether 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. We often engage in 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 all to help you save estate taxes and more efficiently pass your estate to your loved ones.

To assist you in your estate planning, we provide a helpful resource, “Selecting the Best Estate Planning Strategies.” You may also want to complete our “Estate Planning Questionnaire.”

To schedule a consultation regarding your goals and concerns, please call 937-770-6225 or complete our contact form. With offices in Troy, we advise and represent individuals and families throughout the Miami Valley and Ohio.

Estate & Trust 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 And Probate Litigation

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

Guardianships

In the event a guardianship is needed due to the incapacity of a loved one, our attorneys represent the Guardian and assist him or her with the administration of the guardianship through the Probate Court.

Premarital Agreements

If a client is planning to get married, our attorneys can help with the preparation of a prenuptial agreement to protect the client’s assets and the client’s children from prior relationships.

Contact Us

If you have any questions about how we can help you with your trusts, estates and estate planning needs, please contact us by phone at 937-770-6225 or by email. We can help.