Estate Planning

Estate Planning is the transfer of a person’s wealth at death without burdensome taxes and to those individuals and/or entities the deceased wishes to have their assets.  This area of the law requires knowledge of not only probate and estate taxation law, but also real property and financial institution law for the attorney to be an effective legal counselor.  I have developed a strong background in both real property and financial institution law.  In addition, I have been doing probate work since 1976.  This wealth of experience and knowledge allows me to be an effective counselor in estate planning matters.  I have also conducted yearly estate planning seminar for the Ohio University Credit Union.  See these seminars under Educational Learning Center on the Home page.

  • Conducted Highly rated Estate Planning Seminars since 1993 for Ohio University Credit Union, the Mead Employees Credit Union, the Ohio Credit Union League CEO Conference, The Plains United Methodist Church, and the University Estates Condo Association.

  • Does about 200 estate planning consultations per year.

  • Represents about 10 guardianships.

  • Trustee for benevolent trust.

  • Handles approximate 20 Estate Administrations per year.

OnDemand Video Library: 

Estate Planning: Reasons for a will; Medicaid; Taxes; Life Estate; Survivorships, Life Insurance; Inventory & Dividing Assets; Questions & Answers