Representative Experience
- Formulates various estate planning arrangements for clients tailored to their specific needs.
- Involved in counseling individuals and families with respect to structuring methods of achieving financial goals.
- Assists both corporate and individual fiduciaries in connection with the administration of trusts and estates.
- Prepares individual, trust and estate income tax returns; federal and Ohio estate tax returns; gift tax returns; and related government filings.
- Works with representatives of charitable organizations to help them obtain and maintain tax-exempt status for their organizations.