Office with View of Cincinnati

Trusts, Estates and Wealth Transfer

The Trusts, Estates and Wealth Transfer Practice Area at Wood + Lamping (W+L) represents clients in all aspects of estate planning, probate, and estate tax law.  Our experienced attorneys are committed to providing clients with pragmatic advice and zealous legal representation tailored to the unique needs of each client.

Estate Administration

W+L’s attorneys have extensive knowledge in all phases of estate and trust administration. We represent executors, trustees, administrators, guardians, and beneficiaries in estate and trust administration matters including matters in litigation.

Estate Planning

W+L’s attorneys advise our clients and prepare essential estate planning documents. These typically include wills, powers of attorney, health care powers of attorney, and living wills. Often, our clients will need a specially constructed trust as part of their estate plan. This might include:

  • Trusts to minimize estate taxes
  • Special Needs Trusts (for families with a disabled child)
  • Life Insurance Trusts (also known as “Crummey Trusts”)
  • Probate Avoidance Trusts
  • Generation Skipping Trusts
  • Grantor Retained Annuity Trusts
  • Qualified Personal Residence Trusts
  • Charitable Remainder Trusts
  • Qualified Domestic Trusts (for families with a non-U.S. citizen spouse)

Wealth Transfer

Our attorneys provide the most up to date advice on federal and state estate, gift and generation-skipping transfer tax planning; IRS tax controversies; international wealth transfer; asset protection; planning for second marriages; sophisticated charitable giving; charitable organizations and private foundations.

We advise our closely held business owner clients on succession planning for their family business.  This often involves the establishment of a family limited partnership (FLP), family limited liability company (LLC), or other structure to lessen the transfer tax burden when ownership of the family business passes from one generation to the next.

We advise on managing long-term health care costs for the elderly and disabled. Our goal is to help you manage costs while preserving wealth for the future.  In the areas of Elder Law, Medicaid Law, and Alzheimer’s Planning, W+L has years of experience and has even published a free Medicaid and Estate Planning Handbook. If you are interested in receiving this handbook, click here to request a copy.

Each client’s estate plan is always specially tailored to fit his or her wealth, asset mix, family dynamics and planning goals.