Business Services

Estate Planning

Roetzel's Estate Planning Team provides a full spectrum of services in advising individuals, families and their businesses in sophisticated and innovative solutions for estate planning, wealth transfer, trust and probate administration and if the need arises, litigation.

We invest in understanding you, your family, and your business so we can provide you with the best possible solutions.

Related Media & Events

  1. Alerts
    Estate Planning Techniques to Consider In Anticipation of Potential Changes to Estate and Gift Tax Law - Oct 15, 2020
    Estate Planning and COVID-19 – Be Prepared - Mar 27, 2020
    Estate Planning in the COVID-19 Era - Mar 26, 2020
    The SECURE Act Ends the Stretch IRA - Dec 27, 2019
    Trusts, Beneficiaries, and the Application of State Income Tax - Jul 31, 2019
  2. Articles
    Estate Planning Before, During and After Divorce - Aug 19, 2019 - Thompson Reuters
    Bad RAPutation: How The Rule Against Perpetuities Affects Non-Judicial Modification Of Trusts Under Fla. Stat. § 736.0412 - Spring 2019 - ActionLine, A Publication of the Florida Bar Real Property, Probate and Trust Law Section, Vol. XXXX, No. 3
    Stepping Into Mom and Dad’s Shoes - Jan 15, 2019 - Crain's Cleveland
    New Estate Planning Concerns in Light of Recent Tax Changes (co-author) - 2013 - Aspatore Books
    Elder Law Handbook, past contributing editor - NULL - Ohio State Bar Association
    Inheritance Controversies - NULL - Jewish Federation of Cleveland's 39th Charitable Tax Seminar Beachwood, Ohio
    Inheritance Controversies: Did Grandfather really intent to leave an inheritance to the cocktail waitress or is something fishy going on? - NULL - Ohio Accountancy Show
    Transfer on Death Deeds - Preparers Beware - NULL - Properties Magazine
    Trusts and Estate Litigation and Dispute Resolution (contributing author) - NULL - Aspatore Books
    Estate Planning 101 - Property Ownership Issues - NULL - Properties Magazine
    Time for a Trust Check-Up - The Impact of Ohio's New Trust Code - NULL - MD News Magazine
    The Ohio Trust Code and Its Impact on Trust Owned Real Estate - NULL - Properties Magazine
    Pitfalls of Probate Avoidance (contributing author) - NULL - National Underwriter
  3. Firm News
    Nine Roetzel & Andress Attorneys Recognized in 2021 Florida Super Lawyers - Jun 24, 2021
    Attorney Nancy Franks-Straus Joins Roetzel & Andress in Chicago - Jun 1, 2021
    Attorney Geena Kandel Joins Roetzel & Andress in Naples - May 6, 2021
    Thirty Roetzel Attorneys Selected to 2021 Ohio Super Lawyers and Rising Stars List - Dec 8, 2020
    Two Roetzel & Andress Attorneys Named to Ohio Super Lawyers Top Lists - Dec 8, 2020
    Roetzel & Andress Ranked Among “Best Law Firms” by U.S. News – Best Lawyers® - Nov 5, 2020
    Seventy Roetzel Attorneys Named to 2021 The Best Lawyers in America© List; Ten Named “Lawyer of the Year” - Aug 20, 2020
    Eleven Roetzel Attorneys Named 2020 Florida Super Lawyers or Rising Stars - Jun 4, 2020
    Erika Haupt Named Shareholder-in-Charge of Roetzel’s Columbus Office - May 29, 2020
    Donna Hartl Joins Roetzel as Shareholder in Chicago - May 18, 2020
    Donovan and Schwinghamer Elected to Second Term on CCBA Board of Directors - May 11, 2020
    Lisa Lipman Selected into FAWL’s 2020 Class of Leaders in the Law - May 7, 2020
    Roetzel Transitioning to Virtual Work Environment - Mar 16, 2020
    Jamie B. Schwinghamer Named Practice Group Manager of Probate, Trust & Guardianship Litigation at Roetzel - Feb 28, 2020
    Roetzel Adds Associates in Chicago & Cincinnati Offices - Dec 16, 2019
    Roetzel Adds Kristin Philips as Associate in Naples - Jul 8, 2019
    Roetzel Strengthens Estate Planning, Tax & Transactional Group with Addition of David Ruben in Florida - Jun 17, 2019
    Roetzel Adds Seven Attorneys in Ohio and Florida - Apr 11, 2019
    Erika Haupt Featured in Buckeye Lifestyle Magazine - Apr 4, 2019
    David Woodburn Quoted in 3 Articles in Cleveland Jewish News - NULL
    David Woodburn Quoted in 4 Articles in the Akron Beacon Journal - NULL
    David Woodburn Quoted on CNN.com - NULL