Probate and Trust Administration

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The responsibilities of being an executor or administrator can seem overwhelming.
Cavitch attorneys are able to give the sound and sensitive legal services needed to administer a decedent’s estate, some of which may include:

  • Finding & valuing assets of the estate
  • Settling debts
  • Preparing probate court filings
  • Filing federal and Ohio estate tax returns
  • Addressing all issues related to the allocation of assets to beneficiaries

If an audit of an estate tax return is required, we have years of experience working with the IRS and the Ohio Department of Taxation. Our estate and trust lawyers can also provide planning advice on gifting issues, the preparation of federal gift tax returns and the audit of gift tax returns.

Many clients who have funded their trusts during their lifetimes or who have established trusts that are funded upon the death of the grantor need ongoing support. In these circumstances, we participate in the administration of trusts, including accountings and distributions, fulfilling tax reporting requirements, and court filings.

Wills and Trusts
For more than half a century, our firm’s estate planning lawyers have developed a special talent for sophisticated estate tax planning and designing highly customized and complex will and trust arrangements. Read more about wills and trusts.
Business Succession Planning
Cavitch’s lawyers often represent individuals and families engaged in the ownership and operation of a wide variety of businesses. Read more about business succession planning.
Asset Protection Planning
Cavitch lawyers work as a team to structure an estate plan that suits the particular situation of each client to protect his or her assets from claims of future creditors. Read more about asset protection planning.