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: