Business Services

Probate & Trust Administration

Roetzel’s Probate and Trust Administration attorneys offer a wide range of services to individuals and corporate fiduciaries. We guide fiduciaries through every step of opening and administering probate estates, minimizing taxes, protecting and investing assets, and distributing assets to beneficiaries. By collaborating with our firm’s attorneys in corporate, tax, real estate, securities, and litigation, we address all our clients’ needs and concerns efficiently. Understanding the complexities of state and federal laws, we ensure our clients comply with all regulations while managing trusts and estates.

What We Do

  • Open and administer probate estates
  • Minimize taxes for estate and trust assets
  • Protect and invest assets
  • Distribute assets to beneficiaries
  • Collaborate with corporate, tax, real estate, securities, and litigation attorneys
  • Ensure compliance with state and federal 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
    Eleven Roetzel Attorneys Recognized as “Top Lawyer” by Naples Illustrated - Sep 3, 2024
    Attorney Lori R. Kilpeck Joins Roetzel & Andress in Cleveland - Jun 11, 2024
    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