Roetzel & Andress is pleased to welcome associate Charlie Helbley to the firm’s Akron office and Corporate, Tax & Transactional Group.
Charlie will focus his practice in the area of estate planning, and is knowledgeable about estates and trusts, probate administration, business succession planning, and probate and trust litigation. He represents and counsels individuals in all aspects of estate planning, trusts & estate administration, and wealth transfer.
Prior to joining Roetzel, Charlie worked at PNC Private Bank in trust administration as a Trust Officer, and with qualified retirement accounts as a retirement consultant .
Charlie received his J.D. from the University of Akron School of Law and his B.B.A., magna cum laude, from the University of Toledo in Finance, with minors in accounting and political science.View PDF