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. Article
    Can't We All Just Get Along? Tips for Avoiding Fiduciary Litigation - Summer 2021 - American Bar Association - Business Torts & Unfair Competition
  3. Firm News
    Roetzel & Andress Earns Recognition in 2024 Best Lawyers - Aug 17, 2023
    Eight Roetzel Attorneys Named 2023 Florida Super Lawyers and Rising Stars - Jun 26, 2023
    Roetzel’s Firmwide Growth Continues in Chicago Office - Feb 13, 2023
    Attorneys Farolino & Haupt Named to Super Lawyers® Top List 2023 - Dec 29, 2022
    22 Roetzel Attorneys Named 2023 Ohio Super Lawyers and Rising Stars - Dec 29, 2022
    Roetzel & Andress Named to 2023 “Best Law Firms” List - Nov 3, 2022
    Roetzel Attorneys Recognized in 2023 Edition of The Best Lawyers in America® - Aug 18, 2022
    Nine Roetzel Attorneys Named “Lawyer of the Year” by Best Lawyers® 2023 - Aug 18, 2022
    Donovan and Schwinghamer Sworn in as Officers of CCBA Board of Directors - Jul 8, 2022
    Farolino & Haupt Named in Super Lawyers® Top 2022 Lists - Dec 30, 2021
    Twenty-Seven Roetzel Attorneys Selected to 2022 Ohio Super Lawyers and Rising Stars List - 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 & Andress Ranked in 2017 "Best Law Firms" - Nov 1, 2016
    Roetzel & Andress Ranked in 2016 "Best Law Firms" - Nov 2, 2015
    Roetzel & Andress Ranked in 2015 "Best Law Firms" - Nov 3, 2014
    Roetzel Ranked Among Best Law Firms by U.S. News & World Report - Nov 5, 2013