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.
- Eric G. Bruestle
- Steven St. L. Cox
- Erika L. Haupt
- Edward C. Hertenstein
- Lisa H. Lipman
- Brian V. McAvoy
- G. Carson McEachern
- Richard S. Mulligan
- Michael A. Poe
- Albert N. Salvatore
- Mary-Beth T. Valley
- Joseph D. Zaks
- Erika Haupt to Speak at Charleston Estate Planning Council Meeting
- U.S. Supreme Court Finds Inherited IRAs Not Protected in Bankruptcy
- Roetzel's Naples Office Continues to Grow
- Roetzel's Tim J. Emmitt Named a 2014 Illinois Super Lawyer
- Roetzel Welcomes Lisa H. Lipman as Partner in Growing Naples Office
- The Ohio Legacy Trust Act: Protecting Assets From Claims of Creditors