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Trusts & Estates

You worked hard to gain your wealth, now let us create a plan to protect it.  Regardless of whether you are a top executive, family business owner, or established entrepreneur, we understand your desire to develop and preserve your wealth for future generations.   Our team of experienced attorneys creates customized strategies to help you feel confident that your goals are being accomplished while we care for you and your family’s future. We collaborate closely with your personal accountants, bankers, financial planners, and insurance professionals to ensure an integrated and coordinated approach to your estate and charitable giving plans.   Together we accomplish more than just protecting your wealth; we help you provide security for your family and your business while continuing your charitable giving for years to come. In planning for your future, we make certain you leave a legacy of which you can be proud.

Areas of Practice

  • • "Stock Redemption" Agreements
  • • Business Succession Planning
  • • Close Corporation Agreements
  • • Estate and Generation-Skipping Transfer (GST) Tax Planning
  • • Estate Planning
  • • Financial Powers of Attorney
  • • Healthcare Powers of Attorney and Living Will Declarations
  • • Irrevocable "Gift" Trusts for Children and Grandchildren
  • • Irrevocable Life Insurance Trusts
  • • Long-Term Care Planning
  • • Probate Litigation
  • • Probate/Estate Administration
  • • Revocable Living Trusts
  • • Stock "Cross-Purchase" Agreements for Shareholders in Closely Held Corporations
  • • Trust Administration
  • • Voting Trust Agreements
  • • Voting Trust AgreementsWills
  • • Wills

Meet our Team of Experienced Lawyers

Articles and Resources

Recent Sixth Circuit and Ohio Federal Court Interpretations of the Defend Trade Secrets Act vis-a-vis the Ohio Uniform Trade Secrets Act

6 min read

Recent Sixth Circuit and Ohio Federal... Republished with the permission from the Federal Bar Association Northern District of Ohio Spring Newsletter This...
Understanding Anti-SLAPP Statutes: Do They Apply in Federal Court?

3 min read

Understanding Anti-SLAPP Statutes: Do... What is a “SLAPP”? “SLAPP” is an acronym for Strategic Lawsuit Against Public Participation. The term...
Steve Dimengo Recognized in 2025 Chambers USA Guide

< 1 min read

Steve Dimengo Recognized in 2025 Cham... We are proud to announce that Steve Dimengo has once again been recognized in the 2025 Chambers USA...

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