Estate Planning & Probate
Capabilities
- Analysis of tax consequences
- Antenuptial agreements
- Business succession planning
- Financial and health care powers of attorney
- Guardianship matters
- Probate
- Probate issues and litigation
- Qualified and nonqualified retirement plans
- Retirement savings and distributions
- Special needs trusts
- Wills and trusts
Clients Served Include
- Business owners
- Finance and tax advisors
- Individuals
At DBL Law, our Estate Planning & Probate Practice Group is dedicated to providing comprehensive and personalized counsel to a diverse clientele, including individuals, business owners, financial advisors, and financial institutions. Our experienced attorneys are well-versed in the intricacies of tax planning and trust and estate administration, ensuring that our clients receive expert guidance tailored to their unique needs.
We understand that tax and family planning are critical components of successful business succession and retirement planning. Our team works closely with clients to develop strategic plans that protect and preserve their wealth, providing peace of mind for the future. From drafting wills and trusts to designing complex estate plans, we offer a full spectrum of estate planning services to meet the varied needs of our clients.
Our Services Include:
- Tax Planning: We offer sophisticated tax planning strategies to minimize estate taxes and maximize the transfer of wealth to future generations.
- Trust Administration: Our attorneys assist with the creation, management, and termination of trusts, ensuring compliance with all legal and fiduciary responsibilities.
- Probate Administration: We guide executors and beneficiaries through the probate process, making it as efficient and straightforward as possible.
- Business Succession Planning: We help business owners develop succession plans that ensure a smooth transition of ownership and management, protecting the longevity of the business.
- Charitable Planning: Our team advises clients on charitable giving strategies that align with their philanthropic goals while providing tax benefits.
- Elder Law: We offer counsel on issues affecting seniors, including long-term care planning, guardianships, and Medicaid planning.
- Estate Litigation: Our attorneys are experienced in defending and challenging the administration of estates and trusts, ensuring that our clients’ interests are vigorously represented.
DBL Law’s Estate Planning & Probate Practice Group takes pride in offering tax-efficient and cost-effective probate and trust administration practices. Our commitment to excellence has earned us the trust of clients who rely on our expertise to navigate the complexities of estate planning and probate law. Whether you are planning for your future or managing the affairs of a loved one, our team is here to provide the legal support you need with compassion and professionalism.
Why Choose DBL Law?
- Experienced Team: Our attorneys bring a wealth of knowledge and experience in estate planning and probate law.
- Personalized Approach: We take the time to understand each client’s unique circumstances and tailor our services to meet their specific needs.
- Comprehensive Services: From planning to administration to litigation, we offer a full range of estate-related legal services.
- Commitment to Excellence: We are dedicated to providing the highest level of service and achieving the best possible outcomes for our clients.
Contact DBL Law today to learn how our Estate Planning & Probate Practice Group can assist you in securing your legacy and providing peace of mind for you and your loved ones.
Our Specialists
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Bob Hoffer
Managing Partner -
Drew Emmert
Partner -
Emily Hanna
Partner -
Gerald Benzinger
Partner -
Helen LeVay
Partner -
Jim Dressman
Partner -
Nickolaus Herweh
Associate
News
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Special Needs Trusts: Providing for a Loved One with Disabilities
When it comes to estate planning, ensuring that a loved one with disabilities is taken care of can be one of the most important and…
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Giving Through A Charitable Remainder Trust
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5 Critical Reasons Why Everyone Needs Estate Planning
Estate planning might sound like a topic reserved for the wealthy or the elderly, but the truth is, everyone can benefit from having an estate…
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Drop and Swap Strategy Aided by Recent Ohio Law Means Boon for Real Estate Investors
For many years, experienced commercial real estate (CRE) investors in Ohio have structured real estate purchases as an entity purchase and sale, often referred to…