Trusts, Estates & Wealth Transfer

We provide a full range of estate planning and wealth transfer services designed to achieve your personal and financial goals. Our clients include high-net worth individuals and young families. Our lawyers routinely use qualified personal residence trusts (QPRT), irrevocable life insurance trusts (ILIT), intentionally defective grantor trusts (IDGT), grantor retained annuity trusts (GRAT), spousal lifetime access trusts (SLAT), asset protection trusts, family limited partnerships (FLP), family limited liability companies (FLLC) and dynasty trusts.

Practice Group

Robert Dunn

Practice Group Chair

Harlan Louis


David Onega


Nicholas Baker


Practice Insights

Ringing in 2024 with the Highest-Ever Exemption for Gift and Estate Taxes

For 2024, the IRS announced increased exemption amounts for gift, estate, and generation-skipping transfer taxes. Because of inflation, these increases are significant and offer tremendous wealth transfer planning opportunities. Gift Tax: The gift tax annual exclusion will increase in 2024... Read More

New Year, New Reporting: Navigating the Corporate Transparency Act Requirements for your Trusts & Business

Following the enactment of the Corporate Transparency Act, the Financial Crimes Enforcement Network (FinCEN) issued a final rule requiring “reporting companies” to report information about their “beneficial owners” and “company applicants.” This new reporting requirement will take effect on January... Read More

Postnuptial Agreements Soon Permitted in Ohio

The Ohio legislature recently passed Senate Bill 210, permitting spouses to enter into a postnuptial agreement. Newly revised Section 3103.06 of the Ohio Revised Code permits spouses to enter into an agreement or transaction with one another that “alters their... Read More

Creating a Charitable Legacy

Member, Harlan Louis and Jackie Jacobs, executive director emeritus at the Columbus Jewish Foundation were recently asked by Columbus Jewish News to explain the nuances of nonprofit estate plans and how to best guide donors through the process of charitable... Read More

Estate Planning for Young Adults

If we’ve learned anything these past few years, it’s that life is short and can take an unexpected turn quickly. Many middle-aged individuals have seen this life lesson in action and have taken the time to confirm that their estate... Read More

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