Practice areas
How we can help
One coordinated plan for you and your family.
Draft for review: these descriptions are written in general terms. Please edit them to match how you describe your practice. Probate Litigation is new and especially needs your wording.
Estate Planning
A complete plan that brings together your will, living trust, powers of attorney, health care directives and beneficiary designations, so your wishes are documented, your family is protected and your assets pass as you intend, often without the delay and public record of probate court.
Aging in Place
Planning that helps you remain at home as your needs change: advance directives, care arrangements with family or caregivers, and a clear plan for who does what and who decides.
Asset Protection
Ways to protect what you have worked for from the cost of long-term care and other risks. Timing matters, so planning early gives you the most options.
Medicaid
Guidance on qualifying for Medicaid long-term care benefits, including look-back rules, exempt assets and protections for a spouse who remains at home. Rules differ in Ohio and Missouri.
Strategic Trust Planning
Trusts designed around specific goals, such as providing for a family member with special needs, blended-family situations, or protecting an inheritance.
Farm & Business Succession
Planning to pass a family farm or business to the next generation, including how to structure ownership, treat heirs fairly and plan for the tax consequences of a sale.
Trust Administration
Guidance for trustees who must administer and settle a trust: notifying beneficiaries, inventorying and managing assets, filing taxes, resolving claims and making the final distribution.
Probate
Guidance through the Ohio probate process, from opening an estate to final distribution.
Probate Litigation
Representation in contested estate and trust matters in Ohio, such as challenges to a will or trust and disputes over a fiduciary’s conduct.
Guardianship
When someone can no longer make decisions for themselves, we explain the alternatives and guide families through the court process when guardianship is truly necessary. We also defend seniors, and their families, when a court-appointed or supervised guardianship is not necessary.