Practice Areas

Comprehensive tax and estate planning designed to shield your hard-earned assets and provide absolute peace of mind.

Our Focus

Every family, business, and estate requires a tailored approach to wealth preservation. We provide comprehensive legal counsel covering all facets of estate planning, from foundational asset protection and business succession to advanced structuring for blended families. Whether you are navigating complex fiduciary tax returns, administering a trust, or optimizing your charitable giving, we offer the technical expertise necessary to secure your legacy.

    • Will-based Plans

    • Revocable Trust-based Plans

    • Planning for Minor Children

    • Incapacity Planning

    • Probate Avoidance

    • Power of Attorney

    • Health Care Directive Options

    • Minor Child Care Documents

    • IRA, 401(k), etc. Planning

    • 529 Plans and Crummey Trusts

    • Annual Exclusion Gifts

    • Revocable Trust Funding Analysis.

    • Risk and Exposure Analysis

    • Exempt Assets Analysis

    • Separate Property Planning

    • Wholly Discretionary Trusts

    • Beneficiary Controlled Trusts

    • Domestic Asset Protection Trusts (DAPTs) / Ohio Legacy Trusts

    • FLPs / LLCs

    • Asset Protection Analysis

    • Preservation of S Corp Election

    • Income Tax Planning

    • Estate, Gift and Generation-skipping Transfer (GST) Tax

    • Planning

    • Multi-generational planning

    • Buy-Sell / Cross Purchase Agreements

    • Life Insurance Planning

    • Lifetime Gifts and Sales

    • Non-grantor Trusts / QSBS Planning

    • Vertical Slice Issues

    • Discount Valuations

    • Family Office Planning

    • Intra-family transitions

    • Corporate Governance

    • Evaluation/Discussion of options

    • Irrevocable QTIP Trusts (testamentary and inter vivos)

    • Advanced 401(k), IRA, etc. planning techniques

    • Sect. 121 Analysis and planning for the marital home

    • Irrevocable Life Insurance Trusts (ILITs)

    • Split Dollar Arrangements

    • FLPs / Family LLCs

    • Spousal Limited Access Trusts / Spousal Lifetime Access

    • Trusts (SLATs, SPATs, and SALTy SALTs)

    • Domestic Asset Protection Trusts (DAPTs)

    • Incomplete Gift Trusts

    • Dynasty / GST Trusts

    • Intentionally Defective Grantor Trusts (IDGTs)

    • Health and Education Exclusion Trusts (HEETs)

    • Installment Sales and Self-cancelling Notes

    • Intra-family Loans

    • Grantor Retained Annuity Trusts (GRATs)

    • Qualified Personal Residence Trusts (QPRTs)

    • Sales to Intentionally Defective Grantor Trusts

    • Beneficiary Defective Grantor Trusts

    • Credit Shelter and Bypass Trusts

    • Gift (and GST) Tax Returns (Form 709)

    • Split Interest Trust Returns (Form 5227)

    • Vertical Slice Planning

    • Planning for Closely Held Business Interests

    • Charitable Planning

    • RMD Analysis and Planning Options

    • See Through Trusts for Minor or Disabled Beneficiaries

    • Blended Family Options

    • Income Tax Planning

    • Qualified Charitable Distribution Planning

    • Charitable Planning

    • Trust and probate estate administrations

    • Post-Mortem Tax Planning

    • Sect. 645 Elections

    • QTIP Elections

    • Qualified Disclaimers

    • Portability Elections

    • QSST/ESBT Elections

    • Estate (and GST) Tax Returns (Form 706)

    • Estate/Trust Fiduciary Income Tax Returns (Form 1041)

    • Split Interest Trust Returns (Form 5227)

    • Charitable Planning Options

    • Donor Advised Funds

    • Private Foundations

    • Charitable Lead Trusts (CLTs) (testamentary, inter vivos, grantor, non-grantor)

    • Charitable Remainder Trusts (CRTs) (testamentary and inter vivos)

Our Process

Plan with Purpose

Together, we outline a path forward that’s realistic, strategic, and tailored to your specific needs.

Collaborate Openly

You’re part of the process. We keep communication open and decisions shared—no black boxes or surprises.

Seamless Execution

We implement your custom legal structures with technical precision, providing you with absolute peace of mind and long-term security.

  • "Ryan did a great job explaining the process of estate planning and made the process as seamless as possible. He proved that he pays close attention to detail, and we were in good hands."

    Zach - Customer (Estate Planning)