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
DBL Law attorneys serve as trusted counsel to many individuals, business owners, financial advisors, and financial institutions for tax planning and trust and estate administration. Tax and family planning is an integral component of successful business succession and retirement planning.
DBL Law’s Estate Planning & Probate practice group takes pride in offering tax-efficient and cost-effective probate and trust administrative practices. We also have successfully defended and challenged appropriate conduct in the administration of estates or trusts.
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 -
Madison Gamble Johnson
Associate -
Nickolaus Herweh
Associate
News
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Giving Through A Charitable Remainder Trust
A Charitable Remainder Trust (CRT) is an irrevocable tax-exempt trust providing an income stream to non-charitable beneficiaries for life or a determined period of time…
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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…
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The Difference Between Testamentary V. Living Trusts
Many families use one of two type of trusts, particularly when there are minor children. A testamentary trust is created through a person’s Last Will…