Wealth Transfer & Succession Planning

Our Wealth Transfer and Succession Planning attorneys take the time to understand our clients' wealth planning priorities and objectives, along with interrelated tax issues, and recommend customized strategies to obtain maximum benefits. We are sensitive to the confidential and personal nature of these matters and offer our clients a high degree of consideration and caring.

We implement a comprehensive management approach, taking into account our clients' asset mix, investment objectives, tax issues, generational planning, and charitable planning. Our attorneys focus on the minimization and elimination of taxes to ensure that we create flexible estate and business plans that allow for unforeseen circumstances, shifting economic climates, and changing laws and family situations. We incorporate highly sophisticated and cutting-edge techniques, when appropriate, including the use of multi-layered entity creation, planning with a variety of trusts and dynasty wealth planning, each aiming at conferring a particular benefit.

Roetzel's offices in Ohio and Florida offer unique access to counsel admitted in each state and national experience beyond our office locations. Many of our attorneys have more than 20 years of experience in estate planning and hold CPA certifications as well as Masters in Taxation degrees. Our depth of experience includes past and current officers of professional estate planning organizations; experience with international accounting, investment and valuation firms; frequent contributions to local, state and national seminars and publications; Ohio Bar certification in Federal Taxation; and Florida Bar board certification in Wills, Trusts and Estates.

Our People

Representative Services

  • Asset protection planning
  • Basic and sophisticated estate planning
  • Charitable planning using lead and remainder trusts, private foundations, donor-advised funds and public charities
  • Eldercare law
  • Family business succession planning
  • Guardianship administration
  • Income tax planning
  • Multigenerational wealth planning
  • Creation and administration of nonprofit entities, both charitable and noncharitable, including application for tax-exempt status
  • Premarital and postnuptial agreements
  • Probate administration
  • Trust administration
  • Fiduciary and guardianship litigation
  • Planning with a variety of trusts, including GRATs, ILITs, QPRTs, lifetime and testamentary CLTs and CRTs, dynasty trusts, intentionally defective grantor trusts and HEETs

Representative Matters

  • Assisted clients in reducing or eliminating state and Federal estate, gift and generation-skipping transfer taxes
  • Worked with individual donors to structure and maximize charitable gift benefits
  • Assisted executors, trustees, administrators and guardians in carrying out their responsibilities efficiently and in accordance with the law
  • Assumed responsibility for the record-keeping functions of trusts by utilizing paraprofessionals
  • Assisted individuals, corporate fiduciaries and other entities in interpreting and applying federal, state and local tax laws pertaining to probate matters
  • Worked cooperatively with other professional advisors and attorneys to ensure that our clients' estate and business plans are properly integrated into their financial structures
  • Worked closely with major New York City and Chicago auction houses for consignment of significant artwork, antiques, and collectibles
  • Appeared in a wide range of contested guardianship issue proceedings, including capacity determinations and the marshalling and recovery of misappropriated assets
  • Represented individual and corporate fiduciaries in challenges to the validity, interpretation and construction of estate planning documents, as well as in claims challenging the proper exercise of duties
  • Represented a client in an IRS gift tax audit of a discounted entity transaction and settled at a discount rate resulting in a total asset transfer of more than $1.5 million at a tax cost of less than $26,000
  • Represented a corporate fiduciary in a will contest action with an aggressive strategy that resulted in a settlement in less than a year at 2.3% of original claim

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