Wills and Trusts

<< View All Practice Areas

<< View Estate Planning

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.
Often, the preparation of a client’s estate plan will involve optimal use of federal and Ohio estate tax deductions and exemptions; sometimes gifting may be an important element in the estate plan, whether it be taking advantage of only the federal gift tax annual exclusion or using some or all of a client’s federal lifetime gift exemption. Cavitch lawyers can help with planning for a variety of situations ranging from a relatively modest and simple estate to very complex planning involving a variety of revocable and irrevocable trusts.
Our attorneys provide planning and drafting services in connection with estate planning documents such as:

  • Wills and Trusts (both revocable and irrevocable)
  • Living Wills
  • Health Care
  • Powers of Attorney
  • Durable General Powers of Attorney
  • Special Powers of Attorney
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. 
Probate and Trust Administration
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. Read more about probate and trust administration.