I am a Certified Specialist in estate planning, trusts and probate law. I assist my clients with the efficient transfer of wealth from generation to generation, business succession plans, and probate and trust litigation matters. I help both Executors and Trustees manage substantial estate and trust administrations in Ohio and Florida.
I listen closely to individuals’ and families’ needs and desires so I can protect the assets they have worked hard to accumulate. I vigorously defend my clients against the Internal Revenue Service and minimize their income, estate or gift tax liabilities. For aging clients, I work to ensure your assets will be managed during your lifetime and distributed at your death exactly as you wish and without probate. For parents of children with dependencies, disabilities, or financial issues, my goal is to ensure that your children have a secure financial future. For business owners, I assist you in selling your business or transferring it to subsequent generations.
I design and implement estate plans based upon what is of importance to you. Simply put, I am here to protect your wealth, your business and your family.
