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. Alert
    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
    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