Stacey A. Dettwiller

Stacey focuses her practice on estate planning and wealth transfer matters.  She counsels clients on a variety of matters including estate and trust planning, administration, modification, termination and corresponding tax planning to reduce estate tax exposure and maximize wealth preservation.  A portion of Stacey’s practice also involves real estate transactions and advising individuals and businesses entering into sales agreements and dealing with both residential and commercial issues. 

Experience

• Succession planning for businesses and business owners
• Various business entity-related matters, including entity formation and dissolution, buy-sell agreements, confidentiality agreements, acquisitions and mergers, and exit strategies
• Formation of tax-exempt organizations, including public charities and private foundations
• Advised trustee in sale of real property and negotiated favorable terms of purchase agreement
• Drafted private settlement agreements to address trust fiduciary and administrative issues
• Represented surviving spouse to protect interest in deceased spouse’s estate administered by third party fiduciary
• Advised both fiduciaries and beneficiaries in breach of trust actions
• Drafted private settlement agreements among trustees and beneficiaries to modify trust terms without seeking a court order
• Represented corporate trustees with respect to the modification and termination of charitable trusts.  

Services

• Estate Planning
• Probate, Trust & Guardianship Litigation
• Corporate & Transactional
• Wealth Transfer & Succession Planning
• Real Estate

1. The Ohio State University, Moritz College of Law, J.D.
   • Chief Note Editor for Ohio State Law Journal 
   • Awarded the Nancy H. Rogers Prize in Dispute Resolution Scholarship
2. Wright State University, M.Ed
3. Ohio University, B.S., Education
   • magna cum laude

Bar Admissions

1. Ohio

Professional Affiliations

• Columbus Bar Association
• Ohio State Bar Association
• Columbus Estate Planning Council
• Ohio State University Mentoring & More at Moritz Program – Mentor