Stacey A. Dettwiller
Associate
41 South High Street
Huntington Center, 21st Floor
Columbus, OH 43215
P 614.723.2031
F 614.463.9792
P 614.723.2031 | F 614.463.9792
Overview
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 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
Services
Education
-
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
- Wright State University, M.Ed
-
Ohio University,
B.S.,
Education
- magna cum laude
Credentials
Bar Admissions
- Ohio
Affiliations
Professional Affiliations
- Columbus Bar Association
- Ohio State Bar Association
Insights
Alerts
Rising Inflation Affects Ceilings on Retirement Contributions, Transfer Tax Credits and Income Tax Brackets for 2023 (Oct 25, 2022)
What You Should Know About Proposed Estate Tax Law Changes (Sep 7, 2021)
IRS Asks Major Crypto Exchange for Users’ Identities and Data (May 24, 2021)
IRS Cracks Down: Reporting Crypto and NFTs on Your 2020 Taxes (Apr 2, 2021)
Ohio’s New Limited Liability Company Act – Revised Code Section 1706 (Feb 15, 2021)
Article
Sticks and Stones: Using School-Based Peer Mediation to Reduce Bullying in Public Schools American Journal of Mediation, Vol. 12, 2019 - American Journal of Mediation, Vol. 12 (2019)
Firm News
Dettwiller & McLeod Join Roetzel & Andress as Associates (Dec 14, 2020)
Services
- Estate Planning
- Probate, Trust & Guardianship Litigation
- Corporate & Transactional
- Wealth Transfer & Succession Planning
- Real Estate
Overview
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 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
Education
-
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
- Wright State University, M.Ed
-
Ohio University,
B.S.,
Education
- magna cum laude
Credentials
Bar Admissions
- Ohio
Affiliations
Professional Affiliations
- Columbus Bar Association
- Ohio State Bar Association
Insights
Alerts
Rising Inflation Affects Ceilings on Retirement Contributions, Transfer Tax Credits and Income Tax Brackets for 2023 (Oct 25, 2022)
What You Should Know About Proposed Estate Tax Law Changes (Sep 7, 2021)
IRS Asks Major Crypto Exchange for Users’ Identities and Data (May 24, 2021)
IRS Cracks Down: Reporting Crypto and NFTs on Your 2020 Taxes (Apr 2, 2021)
Ohio’s New Limited Liability Company Act – Revised Code Section 1706 (Feb 15, 2021)
Article
Sticks and Stones: Using School-Based Peer Mediation to Reduce Bullying in Public Schools American Journal of Mediation, Vol. 12, 2019 - American Journal of Mediation, Vol. 12 (2019)
Firm News
Dettwiller & McLeod Join Roetzel & Andress as Associates (Dec 14, 2020)