Business Services

Probate & Trust Administration

We provide a broad spectrum of probate and trust administration services representing both individuals and corporate fiduciaries. Our attorneys provide counsel to fiduciaries on opening and administering probate estates, minimizing taxes, protecting and investing assets, and distributing assets to beneficiaries. Our team works closely with the firm’s corporate, tax, real estate, securities and litigation attorneys to meet and address our client’s needs and concerns in these matters. We know that managing the affairs of a trust or estate demands strict adherence to complex state and federal laws and regulations, and our team of professionals advises clients so they can comply with these laws and regulations. 

Related Media & Events

  1. Alerts
    IRS Extends Portability Election - Jul 28, 2022
    Estate Planning and COVID-19 – Be Prepared - Mar 27, 2020
  2. Articles
    Guardianship 101: Incapacitated Clients - January 2022 - The Docket, Sarasota County Bar Association
    Guardianship 101 - Incapacitated Clients - December 2021 - Adverse Witness
    Can't We All Just Get Along? Tips for Avoiding Fiduciary Litigation - Summer 2021 - American Bar Association - Business Torts & Unfair Competition
  3. Firm News
    Nine Roetzel Attorneys Named “Lawyer of the Year” by Best Lawyers® 2023 - Aug 18, 2022
    Roetzel Attorneys Recognized in 2023 Edition of The Best Lawyers in America® - Aug 18, 2022
    Donovan and Schwinghamer Sworn in as Officers of CCBA Board of Directors - Jul 8, 2022
    Twenty-Seven Roetzel Attorneys Selected to 2022 Ohio Super Lawyers and Rising Stars List - Dec 30, 2021
    Farolino & Haupt Named in Super Lawyers® Top 2022 Lists - Dec 30, 2021
    Roetzel & Andress Named to 2022 “Best Law Firms” List - Nov 4, 2021
    74 Roetzel Attorneys Named 2022 Best Lawyers in America®; 18 Recognized as Best Lawyers: Ones to Watch - Aug 19, 2021
    Attorney Nancy Franks-Straus Joins Roetzel & Andress in Chicago - Jun 1, 2021
    Seven Roetzel Attorneys Named Among Naples Illustrated 2020 Top Lawyers - Sep 1, 2020
    Seventy Roetzel Attorneys Named to 2021 The Best Lawyers in America© List; Ten Named “Lawyer of the Year” - Aug 20, 2020
    Donovan and Schwinghamer Elected to Second Term on CCBA Board of Directors - May 11, 2020
    23 Roetzel Attorneys Named 2020 Ohio Super Lawyers®; 11 Named Rising Stars® - Nov 27, 2019
    Roetzel Adds Kristin Philips as Associate in Naples - Jul 8, 2019