Practice: Trusts & Estates


High Stakes Guardianship: Best Practices for Corporate Fiduciaries (1 hr CLE: Illinois, Ohio, Pennsylvania)

Join Ulmer attorneys Daniela Paez and John R. Harrison as they host a complimentary webinar on high stakes guardianships and best practices for corporate fiduciaries. During the interactive presentation, Daniela and John will cover the following:

Introduction to guardianship, famous cases, and possible alternatives Procedure for establishing guardianship, understanding of filings, and …

Trusts & Estates

Why Choose Us

The wealth you have accumulated is the result of your hard work and determination, and with the help of Ulmer’s Trusts & Estates Practice Group you can preserve your legacy for generations to come. Our attorneys are here to guide you through the complexities and challenges of …

Trust, Estate & Fiduciary Litigation

Why Choose Us

Disputes involving trusts and estates can present special challenges from high financial stakes to difficult family dynamics and complicated legal, procedural, and tax issues. When these conflicts arise, Ulmer’s Trust, Estate & Fiduciary Litigation Practice Group is ready to help guide you through these often personal and …

Estate & Gift Tax Controversy

Ulmer & Berne’s tax and trust/estates attorneys represent fiduciaries in controversies with federal and state taxing authorities with respect to income, gift, estate, and generation-skipping transfer tax issues.

Whether the issues relate to the appropriate valuation of assets, the interpretation of federal and/or state statutes or regulations, or other related …

Business Succession Planning

Ulmer & Berne has extensive experience in devising succession planning strategies for owners of privately held businesses. Our family and closely held business clients range from small business enterprises to some of the largest privately held U.S. corporations.

We provide general corporate, tax, estate planning, employee benefits planning and other …