Overview
It’s not simply about you. It’s about planning for the future: family members, business succession, future generations and the philanthropic organizations you care about.
At Kegler, Brown, Hill & Ritter, we know how important it is to manage issues involving family matters, capital and values. We recognize that this subject is extremely confidential and personal, and we value the trust clients place in us. The attorneys in our estate planning and probate practice provide sophisticated and practical advice to help our clients structure a plan to achieve their personal goals
Advising clients in the accumulation, retention and disposition of their estates - whether of a substantial or modest nature - involves sensitive issues. Our services include income, estate, gift, and generation-skipping tax planning as well as business planning. At Kegler Brown, our attorneys know that structuring a plan to minimize exposure to taxation ensures the greatest benefit from a legacy.
Counseling clients in personal estate planning constitutes a significant area of our practice. Our experienced attorneys advise clients on wills and trusts for both tax and personal purposes, ranging from children’s education to aging parents’ care. We also counsel on planned charitable giving, including utilizing existing tax laws to achieve the maximum gifting possible.
We Help Clients:
- Minimize or eliminate federal gift, estate and generation-skipping taxes on millions of dollars of transfers, often without loss of control or access during life.
- Fund charitable gifts and legacies mostly or entirely with government dollars through tax savings that allow clients and their family members to direct resources to the philanthropic causes important to them.
Technology
In today’s world, technology plays a significant role in estate planning, probate and trust administration. Our attorneys prepare sophisticated financial reports, projecting the tax benefits and the flow through of funds to beneficiaries resulting from various estate planning techniques. Use of client-friendly illustrations not only makes complicated strategies easy to understand, but also greatly assists in the decision-making process.
Probate
Kegler Brown’s extensive probate administration practices in the handling of estates, trusts and guardianships. Our trusted attorneys also provide expertise in probate litigation of these matters.
Aside from being active in probate courts throughout Ohio, the State Capital Global Law Firm Group* - of which Kegler Brown is a founding member - is also a critical tool for our clients. Through this organization, as well as the American College of Trust and Estate Counsel, we have direct links to the leading attorneys worldwide, providing up-to-date information and experienced counsel to our clients in a timely and cost-effective manner.
Additionally, we counsel executors, trustees and guardians, whether individual or corporate, in the proper discharge of their fiduciary duties. We also represent fiduciaries in a variety of litigation relating to wills and trusts, and matters involving alleged fiduciary liability.
Planning for the future means so much more than what happens to your financial holdings- it’s about planning for the people and causes that have become a part of your success.