Estate Planning

Estate Planning

Few legal matters are more important to individuals than making an estate plan that fully reflects their particular wishes and objectives.  Cohen Todd Kite & Stanford counts among its experienced estate planning team, counsel who is a Certified Public Accountant and certified as a Specialist in Estate Planning, Trust and Probate Law by the Ohio State Bar Association Specialty Board.  Our team members provide a wide range of services to clients that start with identification of assets, definition of the client’s particular goals, and development of a long-term plan that will fully meet the unique needs of the client.  We focus on maximizing asset protection, tax-advantaged asset transfer planning through appropriate estate plan measures, and avoidance of probate.  Among our services are:  preparation of wills, powers of attorney, living wills, trusts (such as personal residence, charitable remainder, charitable lead, and retained interest trusts),  gift tax planning, and multigenerational planning.  At a time when estate and gift tax laws are subject to frequent change, our experienced team helps estate planning clients navigate legal difficulties and developments that can significantly impact their estate plans and goals.

Because our firm represents many family-owned businesses and the family members who own them, we have particular expertise in developing and implementing estate plans for the succession and transfer of family businesses from one generation to the next.  Not only does our guidance help family-owned businesses negotiate the complexities that can arise, but it also promotes important tax advantaged asset transfers that protect business assets.  Our attorneys also have significant experience in the negotiation and preparation of prenuptial agreements for business owners, as well as high net worth individuals.