Estate & Succession Planning Law

estate

Comprehensive legal assistance for estate planning, business succession and probate needs
Utilizing all available credits and exclusion for the client’s tax advantage
Practice Group Leader for Estate Planning and Tax is Kelly Holden

A Full Range Of Estate And Tax Planning Services
Clients with estates and businesses of all sizes turn to DBL Law for their estate planning, business succession, and probate needs. Our attorneys have broad experience assisting in the transfer and disposition of family assets and businesses by offering a full range of estate and tax planning techniques, including:

Wills and trusts
Antenuptial agreements
Partnerships
Limited liability companies
ESOPs
Special needs trusts and guardianship

Buy-sell agreements
Retirement savings and distributions
401(k) Plans, IRAs, ESOPs
Other qualified and nonqualified retirement plans
Insurance annuities

Comprehensive Planning
For clients who face a potential estate tax liability, DBL Law strives to create a comprehensive plan that utilizes all available credit and exclusions. Our attorneys also prepare business and health care powers of attorney and living wills.

In addition to providing estate and tax planning, DBL Law attorneys appear in probate courts in both Ohio and Kentucky for estate and trust administration, as well as guardianship for minors and incompetent persons.

Practice Related News

03/11/21
Join Us For A Conversation On Tax, Wealth And Estate Planning
10/16/20
Kentucky Adopts New Power of Attorney Laws
08/12/20
Colleen Fausz Joins Family Nurturing Center Board
06/30/20
Planning Ahead in Times of Crisis
07/26/18
My brother borrowed $100,000 from my father before he died – how do we get it back?

Contact one of our Estate & Succession Planning Law attorneys

Gerald Benzinger

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Gerald is a former managing partner of DBL Law and is a partner in the Estate Planning section. In 1978, Gerald became a Diplomat of the Court of Practice Institute. He was

Bill Brammell

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Bill is a partner in DBL Law’s Louisville office, practicing primarily in the areas of Civil & Commercial Litigation, including defending employment discrimination claims, administrative law, contract negotiation, and white

Steve Burke

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Steve is a DBL Law partner, representing employers, plaintiffs, and individual defendants in all types of cases involving property damage or bodily injury. Before becoming a lawyer, Steve worked as

Jim Dressman

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Jim is the former managing partner and current DBL Law partner practicing extensively in the areas of Banking & Commercial Law, Estate & Succession Planning, and Business Organizations & Taxation.

Drew Emmert

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Drew is a partner in the real estate, corporate, business organizations and taxation practice groups at DBL Law. Mr. Emmert provides general counsel services to individuals and privately-held businesses in

Colleen Fausz

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Colleen practices in the Business & Transactional, Estate & Succession Planning, and Banking & Commercial sections within the firm. She assists trusts, estates, businesses, nonprofits, and individuals with tax compliance

Madison Gamble

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Madison is an associate attorney in DBL Law's Civil Litigation and Banking practice groups. She joined DBL Law as a summer associate in 2019. Madison received her Juris Doctor, cum laude,

502 630 1309
mgamble@dbllaw.com

Emily Hanna

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Emily is a partner in DBL Law's Litigation group with an emphasis on Debtor/Creditor Rights, and Estates & Trusts. She also practices in the firm’s Homeowners and Condominium Owners Association

Bob Hoffer

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Bob is DBL Law's Managing Partner. He has represented employers of all sizes and industries on human resources and labor and employment compliance matters for over 35 years. In his

Kelly Holden

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Kelly is chair of DBL Law's Employment Law practice which represents private and public employers in all facets of employment law. Her practice includes advising clients on compliance with various

Jim Rice

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Jim represents individuals and business entities in taxation, business formation, sales and purchasing transactions, estate planning, estate/trust administration, and real estate transactions, including Section 1031 Exchanges. From April 1974 to June

Erin Shaughnessy

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Erin is an associate attorney practicing primarily in the area of Civil Litigation. She first joined DBL Law as a summer associate in 2018. Erin received her Juris Doctor from the

Ryan Whitaker

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Ryan is a DBL Law associate. He focuses his practice in the areas of Tax Controversy, Tax Planning, Corporate Law, and Estate Planning. He is licensed to practice in Ohio,

2011 – 2020