Montgomery Elder Law Lawyers

Moshe Toron
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Moshe Toron
Cincinnati, OH Elder Law Lawyer with 25 years of experience
(513) 563-3007 4555 Lake Forest Dr
Suite 650
Cincinnati, OH 45242
Free ConsultationElder, Estate Planning and Probate
Northern Kentucky University
Mr. Toron focuses his practice in the areas of Elder Law, Medicaid Planning, Nursing Home Planning, and Estate Planning.

Moshe works with families to help them address their long term care needs, such as applying for Medicaid Nursing Home benefits.

Moshe began his career as the chaplain of Cedar Village – The Jewish Nursing Home of Cincinnati. His duties at Cedar Village included counseling the elderly and their families. During his tenure, Mr. Toron enrolled in the Chase College of Law, where he established himself as an award winning student. He was a member of the Dean’ s List four...
Barry Zimmer
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Barry Zimmer
Cincinnati, OH Elder Law Attorney with 45 years of experience
(513) 721-1513 9825 Kenwood Road
Suite 201
Cincinnati, OH 45242
Elder, Business, Estate Planning and Social Security Disability
University of Cincinnati College of Law
I founded THE ZIMMER LAW FIRM in June 1993, to practice in the areas of Estate Planning, Estate Administration, and Business Succession Planning. My goal was and continues to be helping clients understand and de-mystify the often confusing world of Estate Planning in an ever-changing society, and to implement effective Estate Planning with minimal effort and time investment. The firm works from the belief that planning should always be driven by purpose. As a result, there are no “canned” or pre-set planning solutions. Instead, I help clients identify their goals first and then build estate and business plans based on...
Beverly A Stull
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Beverly A Stull
Cincinnati, OH Elder Law Lawyer with 13 years of experience
(513) 324-4183 4555 Lake Forest Drive, Suite 650
Cincinnati, OH 45242
Free ConsultationElder, Estate Planning and Probate
University of Cincinnati College of Law
I have the experience to help you settle the estate of a loved one, guide you through Medicaid planning and application, or help you plan for your own times of incapacity or death. I also have the patience and understanding to guide you with compassion during difficult times. With offices in Blue Ash, Hyde Park, and West Chester, I can meet where it is convenient for you. For more information about me, please view my website www.law-stull.com
Nancy Rose Wagner
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Nancy Rose Wagner
Cincinnati, OH Elder Law Lawyer with 29 years of experience
(513) 336-7200 8845 Governors Hill Drive
Suite 450
Cincinnati, OH 45249
Elder, Business, Estate Planning and Probate
University of Cincinnati College of Law
From a career that has spanned the globe, Nancy Wagner has brought the breadth of her experience to her hometown, with a commitment to represent local families in their estate planning and probate needs. Ms. Wagner graduated from the University of Cincinnati College of Law in 1995 and joined the Washington, DC, office of Fried, Frank. Her practice there encompassed a wide range of government contracts litigation and counseling as well as white collar criminal defense and investigations. From there, Ms. Wagner joined Experience Works, Inc. of Arlington, VA, as Associate General Counsel, assisting the $100M non-profit...
Stephen Kinnear Shaw
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Stephen Kinnear Shaw
Madeira, OH Elder Law Attorney
(513) 561-2400 7843 Laurel Avenue
Madeira, OH 45243
Free ConsultationElder, Estate Planning and Probate
University of Cincinnati College of Law
Mr. Elliott Stapleton
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Mr. Elliott Stapleton
Cincinnati, OH Elder Law Attorney with 17 years of experience
(513) 334-0099 123 Boggs Lane
1st floor
Cincinnati, OH 45246
Free ConsultationElder, Business, Estate Planning and Probate
University of Louisville
Helping families avoid unnecessary risks and plan for success. As an attorney with the law firm of CMRS Law, Elliott’s focus is on Estate Planning, Asset Protection, Probate, and Business law in Cincinnati, Ohio. Estate Planning services include drafting a Will, Living Will, Power of Attorney, Living Trust, Irrevocable Trust, and other inheritance documents. These services also pertain to Elder law and addressing questions on Medicaid and probate avoidance. As a Cincinnati Probate Lawyer Elliott Stapleton supports clients during the Estate Administration process. This includes filing Estate Tax returns, advising on asset distributions, and Will contest disputes. Elliott Stapleton also advises business...
Christopher M. Diedling
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Christopher M. Diedling
Cincinnati, OH Elder Law Attorney with 7 years of experience
(513) 771-2444 123 Boggs Lane
Cincinnati, OH 45246
Elder, Divorce, Estate Planning and Family
University of Cincinnati College of Law
Christopher Diedling is a partner in the law firm of Cornetet, Meyer, Rush & Stapleton whose practice is concentrated in the areas of Estate Planning, Estate Administration, Business Law, and Family Law. Chris offers a free consultation to get started. Please contact Mallory at 513-672-6122 to schedule your consultation. Chris helps families and individuals plan for the future by developing a legally sound Estate Plan. Estate Plans typically involve creating a Last Will and Testament, Revocable Living Trust, Durable Power of Attorney, and Living Will. Chris was born and raised on the West side of Cincinnati where the core values of hard...
Karen Ann Rolcik
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Karen Ann Rolcik
West Chester, OH Elder Law Lawyer with 38 years of experience
(513) 777-7400 8859 Cincinnati-Dayton Road
Suite #201
West Chester, OH 45069
Free ConsultationElder, Business, Estate Planning and Probate
Indiana University Maurer School of Law
I assist clients with assessing their personal goals with regard to the management of their assets during life and the transfer of assets upon death. This assistance includes the preparation of Wills, Trusts, Powers of Attorney, Health Care Powers of Attorney, Living Wills, and related documents. Of particular importance is planning for the transfer/distribution of retirement accounts and IRA accounts to children and/or grandchildren while minimizing the income tax burden association with such accounts.

In addition to estate planning, I assist clients with Medicaid & VA planning including the establishment of Medicaid qualifying trusts and trusts that qualify for...
Loretta Marie Helfrich
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Loretta Marie Helfrich
Cincinnati, OH Elder Law Lawyer with 35 years of experience
(513) 632-5317 3573 Columbia Parkway
Cincinnati, OH 45226
Elder, Arbitration & Mediation, Civil Rights and Estate Planning
University of Cincinnati
I obtained my law degree in 1989 from University of Cincinnati. Prior to that I received a Masters from American University and a Bachelors and Associates degree from Thomas More College. After getting my law degree, I worked for a small firm handling all types of civil litigation including family law. After ten years, getting married and having two children, I opened my own practice. Originally I had my office on Court Street in Cincinnati Ohio. In 2008 I moved my practice just outside of downtown Cincinnati. My office is now conveniently located on...
David Kerr
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David Kerr
Cincinnati, OH Elder Law Lawyer with 51 years of experience
(800) 621-1505 455 Delta Avenue
Suite 102
Cincinnati, OH 45226
Free ConsultationElder, Estate Planning, Health Care and Probate
University of Cincinnati College of Law
I graduated in 1970 with a pharmacy degree and then with a law degree in 1973. I taught Pharmacy Law and business law at the Un of Cincinnati Coll of Pharmacy as an adjunct Prof for 25 years. I practiced law generally in business real estate, title work and estate and probate matters. I have had experience before the Board of Pharmacy and other Administrative agencies and 501 c 3 matters.
Jerry Rhea Howard
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Jerry Rhea Howard
Cincinnati, OH Elder Law Lawyer with 24 years of experience
(513) 322-7000 3962 Red Bank Road
Cincinnati, OH 45227
Elder, Bankruptcy, Business and Estate Planning
Salmon P. Chase College of Law, Northern Kentucky University
Leslie Fern Thomas
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Leslie Fern Thomas
Cincinnati, OH Elder Law Lawyer
(513) 221-0007 1420 E McMillan St
Cincinnati, OH 45206
Elder, Divorce, Estate Planning and Family
Mitchell Jordan Adel
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Mitchell Jordan Adel
Monroe, OH Elder Law Attorney with 23 years of experience
(800) 798-5297 30 Overbrook Drive, Suite D
Monroe, OH 45050
Free ConsultationElder and Estate Planning
Capital University
Attorney Mitchell (Mitch) Adel is the managing partner of Cooper, Adel, Vu & Associates. Mitch’s close relationship with his extended family has given him a deep appreciation for the issues we all face as we age. He is passionate about finding solutions that protect and preserve the wealth of his extended client family and for those they leave behind. Mitch has a mission to educate seniors and their families about elder law issues which he does through weekly educational seminars throughout Ohio and by contributing to publications such as USA Today, Forbes Magazine, Consumer Reports, Yahoo Finance, the Cincinnati Enquirer...
Mr. Craig Thomas Matthews
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Mr. Craig Thomas Matthews
Cincinnati, OH Elder Law Lawyer with 46 years of experience
(513) 512-4074 15 E 8th St
Cincinnati, OH 45202
Elder, Business, Employment and Estate Planning
University of Dayton
Craig Matthews has provided exceptional legal services since 1978 to clients in the area of Dayton, Ohio and throughout the United States. Craig Matthews and his lawyer associates have successfully sued and aggressively defended lawsuits involving sexual harassment, elder fraud, employment termination, toxic mold and mildew, and construction defects. Craig Matthews also has negotiated business and employment contracts and created estate plans to smooth the way for successful transitions.
Michael J. Bergmann
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Michael J. Bergmann
Cincinnati, OH Elder Law Attorney with 42 years of experience
(513) 385-5574 6020 Cheviot Rd
Cincinnati, OH 45247
Elder, Business, Construction and Estate Planning
University of Cincinnati College of Law
Why Choose This Firm?
For this law firm, going the extra mile for a client is a given. But here are SEVEN other ways that this firm stands out:

1. Mr. Bergmann brings more than thirty years of knowledge and experience to his handling of each client's legal matter.

2. Mr. Bergmann provides outstanding legal service for a reasonable fee.

3. The firm's staff are welcoming and helpful, from the scheduling of a client’s appointment through the conclusion of the matter.

4. Mr. Bergmann works with each client directly throughout the handling of the client’s legal matter. A client is never handed off...
Thom L. Cooper
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Thom L. Cooper
Monroe, OH Elder Law Attorney
(800) 798-5397 30 Overbrook Drive
Suite D
Monroe, OH 45050
Free ConsultationElder, Estate Planning and Probate
Capital University Law School
Over thirty years ago, Thom Cooper created the law firm that would become Cooper, Adel, Vu & Associates with the goal of representing seniors in a way that maximized their independence and minimized the stress and burden placed on loved ones. Since then, Attorney Cooper has provided educational seminars throughout Ohio to spread the word about estate planning and elder law. He has helped thousands of seniors and their families find public benefits to protect and preserve their assets. Thom was among the first 19 attorneys in Ohio to become dually certified by the National Elder Law Foundation (NELF) as...
Christopher Lavin
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Christopher Lavin
Lebanon, OH Elder Law Lawyer with 26 years of experience
(513) 257-0701 27 W. Mulberry Street
Lebanon, OH 45036
Free ConsultationElder and Estate Planning
University of Dayton School of Law
For the past decade attorney Christopher Lavin has practiced exclusively in the area of Elder Law.
Christopher Orr
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Christopher Orr
Lebanon, OH Elder Law Attorney with 8 years of experience
(877) 822-6424 27 W Mulberry St
Lebanon, OH 45036
Free ConsultationElder, Estate Planning and Probate
University of Toledo
Christopher is now an experienced trust & estate attorney, with expertise in estate planning, trust administration, and probate. But as a child, Christopher R. Orr was always known as the kid with his nose in a book. This passion for learning was due to Christopher’s parents answering his endless “why?” questions with “look it up and teach us!” The ability to make complicated information logical and then turn around and explain it to others became natural for him even at that young age.

It wasn’t until Christopher was in law school that he was faced with the reality that most attorneys...
David Edward Ernst
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David Edward Ernst
Lebanon, OH Elder Law Attorney with 39 years of experience
(513) 932-2214 11 S Broadway St
Lebanon, OH 45036
Elder, Bankruptcy, Criminal Defense and Family
University of Dayton School of Law
Ernst & Associates is an established and well-regarded firm representing a broad spectrum of clients, from major corporations to family-owned businesses throughout Ohio’s southwest counties. With more than 25 years of experience in family law matters, Ernst & Associates is known in the legal and client community as a firm whose team of talented attorneys offers dedicated, innovative and cost-effective legal services.
Steven L. Custenborder Jr.
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Steven L. Custenborder Jr.
Cincinnati, OH Elder Law Lawyer
(513) 852-6000 600 Vine Street
2500
Cincinnati, OH 45208
Elder, Business, Estate Planning and Probate
Emory University
Free Consultation. Skilled & Knowledgeable Estate Planning Lawyer. Call Now To Schedule Your Consultation.
Licensed in Ohio and Kentucky.
Joseph Mark Luken
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Joseph Mark Luken
Cincinnati, OH Elder Law Attorney with 35 years of experience
(513) 886-3017 Cincinnati, OH 45236
Elder, Bankruptcy, Estate Planning and Family
University of Toledo
Practice focusing on Bankruptcy, Estate Planning, Probate and Elder Law for over 20 years.
Parker Clifton
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Parker Clifton
Lebanon, OH Elder Law Attorney
(877) 822-6424 409 N. Broadway
Lebanon, OH 45036
Elder
C. Lawrence Huddleston III
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C. Lawrence Huddleston III
Centerville, OH Elder Law Attorney with 47 years of experience
(888) 488-7878 1800 Lyons Road
Centerville, OH 45458
Free ConsultationElder, Estate Planning and Probate
Capital University Law School
• Board-Certified Specialist, Estate Planning, Trust and Probate Law
• 22 years' Estate Planning, Trust and Probate law experience
• Founding Member and frequent speaker, WealthCounsel, LLC
• Fellow, Esperti Peterson Institute for Advanced Wealth Strategies Planning
• Fellow, The Laureate Circle
• Member, Professional Advisory Committee, The Columbus Foundation
• Member, ePlanners Educational Alliance
• Board Member, Christian Legal Society of Central Ohio
• Accredited Attorney – U. S. Veterans Administration
• Honoree, Leave A Legacy Award – Central Ohio Planned Giving Council
• Rated AV “Pre-eminent” by Martindale-Hubbell / Lawyers.Com
• Rated “10.0 - Superb” by...
Nathan M. Little
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Nathan M. Little
Middletown, OH Elder Law Attorney with 15 years of experience
(513) 424-1660 1081 N. University Blvd Suite B
Suite B
Middletown, OH 45042
Elder, Estate Planning, Landlord Tenant and Probate
University of Dayton School of Law
As a partner of Combs, Schaefer, Ball & Little Mr. Little has been dedicated to providing a wide range of legal assistance in Butler, Warren, Hamilton, Clermont, Greene, Montgomery, Preble and Guernsey counties with advanced legal representation. Although the home office is located in Middletown, Ohio he currently has cases pending in over eight Ohio counties. As a civil litigator and partner, Mr. Little has handled over 1,277 case files during the period of 2012 to 2017.

Throughout his career, Mr. Little has helped clients deal with both formation, purchase and sale of businesses, and the purchase, lease or...
Robert  Mues
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Robert Mues
Dayton, OH Elder Law Attorney with 46 years of experience
(937) 293-2141 1105 Wilmington Ave
Dayton, OH 45420
Elder, Divorce, Domestic Violence and Estate Planning
University of Dayton School of Law
I am the managing partner of Holzfaster, Cecil, McKnight & Mues located in Dayton, Ohio. We have been serving clients legal needs since 1942. Our firm offers exemplary advice in the areas of Divorce, Family Law, Elder Law, Estate Planning, Probate Administration, Personal Injury, Wrongful Death and other Litigation matters. I am very passionate about Family Law and would encourage you to check out my Blog, The Ohio Family Law Blog. http://www.hcmmlaw.com/
Georgianna Inez Parisi
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Georgianna Inez Parisi
Dayton, OH Elder Law Attorney
(937) 298-1961 257 Regency Ridge Dr.
Dayton, OH 45459
Free ConsultationElder, Business, Estate Planning and Real Estate
University of Dayton School of Law
Joseph Edwin Balmer III
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Joseph Edwin Balmer III
Dayton, OH Elder Law Lawyer with 35 years of experience
(937) 293-2141 1105 Wilmington Ave
Dayton, OH 45420
Elder, Business, Estate Planning and Real Estate
The Ohio State University Michael E. Moritz College of Law
Douglas Roger Jackson
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Douglas Roger Jackson
Beavercreek, OH Elder Law Attorney with 39 years of experience
(937) 427-2049 2661 Commons Blvd.
Beavercreek, OH 43215
Elder, Estate Planning and Probate
Capital University Law School
Douglas R. Jackson is the founding firm member of Jackson & Curtin with office locations in Columbus and Dayton, Ohio. He received a B. A. degree, cum laude, from Ohio University. Mr. Jackson received his M.B.A. degree from Western Kentucky University and his J.D. degree from Captial University. Mr. Jackson is a member of the Ohio State Bar Association, former chairman of the American Cancer Planned Giving Council, and is a member of the Catholic Foundation Professional Advisory Group
Carl Duane Sherrets
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Carl Duane Sherrets
Dayton, OH Elder Law Attorney with 36 years of experience
(937) 299-9607 580 Lincoln Park Blvd.
Suite 399
Dayton, OH 45429
Elder, Business, Estate Planning and Real Estate
University of Cincinnati College of Law
Jeffrey Allan Griffith
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Jeffrey Allan Griffith
Centerville, OH Elder Law Attorney with 25 years of experience
(888) 488-7878 1800 Lyons Road
Centerville, OH 45458
Free ConsultationElder, Business, Estate Planning and Probate
Saint Louis University School of Law
Andrew White
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Andrew White
Dayton, OH Elder Law Attorney with 23 years of experience
(937) 898-5583 8153 N. Main Street
Dayton, OH 45415
Elder, Estate Planning and Probate
University of Cincinnati
Charles Fred Allbery III
Dayton, OH Elder Law Lawyer
(937) 228-5912 137 N. Main Street
Suite 500
Dayton, OH 45402
Elder, Business, Construction and Estate Planning
Aaron Epling
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Aaron Epling
Hilliard, OH Elder Law Attorney
(614) 876-7888 3544 Main Street
Hilliard, OH 43026
Free ConsultationElder, Business, Estate Planning and Probate
Capital University Law School
Aaron B. Epling operates Epling Law Office, LLC; serving all of Ohio and limited primarily to estate planning and probate law. He routinely assists clients in the orderly and tax efficient transfer of wealth during life and after death by preparing all related estate planning documents; representing fiduciaries of trusts, decedent’s estates and guardianships; planning for incapacity and elder concerns; planning for employee benefits; planning charitable gifts; and handling tax controversy and fiduciary litigation. Aaron resides in Hilliard, Ohio with his wife, Tiffany, and three girls. He is an avid golfer and racquetball player and he enjoys...
Jennifer H. Sitterley
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Jennifer H. Sitterley
Lancaster, OH Elder Law Attorney with 15 years of experience
(740) 681-1765 166 W. Main Street, Suite 201
Lancaster, OH 43130
Elder, Estate Planning and Probate
University of Akron School of Law
Currently the only Certified Elder Law Attorney (CELA) in Fairfield County, and one of only 30 CELAs in Ohio, Jennifer enjoys serving as President of the Ohio chapter of the National Association of Elder Law Attorneys, as the President of the AHA! Children's Museum, as the Vice President of the Fairfield County United Way, as the Secretary of the Fairfield County Republican Executive Committee, and as the Treasurer of the Fairfield County Bar Association. She founded Sitterley Law LLC to focus on Asset Protection, Probate, and Estate Planning services. Sitterley Law LLC is located on the second floor in...
Monty Lee Donohew
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Monty Lee Donohew
Dublin, OH Elder Law Attorney with 37 years of experience
(877) 816-8670 545 Metro South
Suite 100
Dublin, OH 43017
Free ConsultationElder, Probate and Real Estate
Washington University School of Law
Monty L. Donohew concentrates his practice in the areas of estate planning and elderlaw: aging in place planning, wills, trusts, probate, succession planning, real estate, and wealth advisory law. Monty has been admitted to practice in Ohio, Illinois and Missouri, and currently practices in Ohio and Missouri. Monty is admitted to practice before the United States District Court for the Eastern District of Missouri, and before the United States District Court for the Northern District of Ohio. He is a member of several local and state bar associations.
Dennis Aaron Rathburn
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Dennis Aaron Rathburn
Columbus, OH Elder Law Lawyer with 33 years of experience
(614) 497-9918 3163 S High St
Columbus, OH 43207-3671
Elder, Estate Planning, Probate and Social Security Disability
Capital University Law School
My practice has transitioned over the last few years. The largest area of practice is Estate Planning (helping families prepare for a death and minimize legal work needed following a death in their family) and helping families with legal work necessary after a death in their family. It's referred to as "Probate" work. However, with proper planning, it should be referred to as Probate/non-Probate legal work. I have helped families in hundreds of cases from large, complex matters to small non-complex matters. The people that you plan for will likely be your family. We can help you make a plan...
Paulette Francine Balin
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Paulette Francine Balin
Columbus, OH Elder Law Lawyer with 46 years of experience
(866) 492-2546 500 S Front St.
Suite 1200 B
Columbus, OH 43215
Elder and Social Security Disability
Washington University School of Law
Paulette F. Balin has been practicing law since 1978. She was raised in Timberlake, OH and went to Laurel School in Shaker Heights. In 1975 she graduated magna cum laude from Case Western Reserve University and was inducted into Phi Beta Kappa. She received her law degree from Washington University in St. Louis in 1978, and passed the Ohio Bar in 1978 and Florida Bar in 1980. Paulette first opened her practice in Cleveland, Ohio in 1980. She has broad experience and success in handling Social Security Disability, SSI, and Long-Term Disability cases. Her legal experience covers cases addressing a large...
Jeremy M. Nicholas
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Jeremy M. Nicholas
Reynoldsburg, OH Elder Law Attorney with 16 years of experience
(614) 868-8618 7626 Slate Ridge Blvd.
Reynoldsburg, OH 43068
Free ConsultationElder, Business and Estate Planning
University of Toledo College of Law
George Lovett
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George Lovett
Tipp City, OH Elder Law Lawyer with 36 years of experience
(937) 667-8805 1420 W Main St
Tipp City, OH 45371
Elder, Business, Estate Planning and Probate
Ohio State University - Columbus and Ohio State University - Columbus
George H. Lovett is a founding partner of Lovett & Lovett. Mr. Lovett brings years of experience and insight to each case that he handles—unique traits which earned him the title “Best Attorney” in the 1997 Piqua Daily Call “Best of the Best” readership poll. As a certified expert by the Ohio State Bar Association in Estate Planning, Trust and Probate Law, Mr. Lovett uses his extensive knowledge to help clients and their families effectively work through legal matters in the areas of Wills and Trusts, Probate, Guardianship, and Medicaid and Nursing Home Planning. Mr. Lovett is also an...
Jacintha Kraft Balch
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Jacintha Kraft Balch
Columbus, OH Elder Law Attorney with 45 years of experience
(614) 224-2329 1335 Dublin Rd
Suite 203A
Columbus, OH 43215
Elder, Business, Estate Planning and Health Care
University of Michigan Law School
Jacintha Kraft Balch is an Ohio Certified Specialist in Estate Planning, Probate and Trust, holds the highest Martindale Hubbell AV rating available to any lawyer, and has been named as one of Central Ohio's Top Lawyers in C.E.O. Magazine. She founded Balch Law in 1991. The firm's practice is dedicated to providing large firm experience with small firm attention. She is a member of The Columbus Foundation's Professional Advisory Board, has served on the Columbus Jewish Foundation's Professional Advisory Board and as a Board Member of Lutheran Social Services of Central Ohio. She is a frequent speaker at continuing legal education...
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