Dayton Estate Planning Lawyers

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...

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...

EXPERIENCE:
Tonya handles all aspects of family law- divorce, dissolution, separation, custody and support.
She has extensive experience with each element from negotiations to litigation. Tonya has completed the training for and has been a guardian ad litem for Hamilton and Clermont Counties. She has over sixty hours of training in mediation services, with an emphasis on family/divorce law.
In addition to family law, Tonya provides estate planning services and represents individuals seeking Chapter 7 bankruptcy relief.

MILITARY:
Tonya has been a member of the Kentucky National Guard since 2001. For the first seven years she worked as a military...

Inside the courtroom or over a cup of coffee, Joseph Braun is your trusted source of legal advice, professional representation and strategic planning. A strong regulatory background gives Joseph an advantage in finding the nooks and crannies in the law that enables Joseph to plan for contingencies, work through your problem, or remedy a potential crisis. Joseph practices estate planning, probate law, real estate law, adoption law, and more. Outside of work Joseph enjoys hiking and camping with his wife, playing with his dachshund son Ludwig, and attending church at the Oaks Community Church in Middletown.

Practicing law for over 29 years, Joseph Jaap assists clients with a wide range of legal issues, whether personal, family law, real estate, estate planning, or business, to develop and implement legal strategies that achieve client goals and that avoid or resolve disputes.

Joe advises clients about their family legal matters, including wills, trusts, powers of attorney, probate, estate planning, divorce, child custody and support, guardianship, and other family issues.

His real estate practice includes both commercial and residential real estate, representing and counseling clients regarding purchases, sales, leasing, condominium development and conversions, condominium management and homeowner associations, construction contracting and construction...

Daryle C. Tibbs is a proud graduate of William Mason High School. She received her bachelor's degree from Miami University in 2006, her master's degree from Xavier University in 2007, and her juris doctor from Capital University in 2010. Daryle C. Tibbs received her Ohio license in May 2010 and her Kentucky license in May 2016.

I provide my clients with direct and individual legal representation. Your matter is handled by me personally, and not by a law clerk or by a paralegal. I offer a practical approach to the practice of law which is results-oriented. Achieving the desired outcome of your legal matter is my goal, in a timely and cost efficient manner. I welcome the opportunity to be of service to you. The wealth of my legal experience will hopefully guide you through your situation in reaching a successful resolution.

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...

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...

Anthony B. Holman is an attorney at the Philips Law Firm. From the firm's offices in Cincinnati, he focuses his practice on complex civil litigation, representing businesses and individuals throughout the greater metropolitan area. Admitted to practice in Ohio since 2008, Mr. Holman is also admitted to practice before the U.S. District Court for the Southern District of Ohio.

Raised in Cincinnati, Mr. Holman has extensive experience in representing clients who are involved in contract disputes and other types of business issues. His background also encompasses intellectual property and commercial real estate matters, and a portion of his practice includes personal...

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...

Yanky Perelmuter started his legal career at one of the fastest growing corporations in the United States, an Inc. 5000 and Fast 55 company. There he learned the intricacies of law and business from some of the most talented and capable lawyers and business people in the United States. Since then he has proven to be an extremely capable and expert lawyer.

Yanky believes we all have an obligation to make the world a better place, and that by positively impacting the life of a single person we can change outcomes for many people. That is why he became a lawyer...

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.

We offer consistently high-quality legal counsel, proactive strategies and legal solutions for large and small businesses or individuals in Ohio and other states. We handle suits and arbitrations, insurance and business disputes, corporate formations, contract drafting, transactions, and other matters.

Sallie Conyers has been practicing law for 18 years after attending Salmon P. Chase College of Law and earning her BA from Miami University. Sallie has diverse experience in many different areas of law, including all aspects of Creditors’ Rights litigation, Labor and Employment, Contracts, Corporate matters and Workers’ Compensation. She spent several years in Business Administration, Regulatory Compliance and Risk Management although her primary practice area has always been in Domestic Relations and Estate Planning/Administration. This is a natural focus as she prefers those areas of law that require a more personal approach. Sallie is...

Stephen R. King is a partner and one of the noteworthy Cincinnati family law attorneys at King, Koligian & Associates, LLC. His decision to become a lawyer stemmed from his desire to interact and help people with their predicament. After receiving his law degree at the University of Cincinnati, Attorney King has focused his practice on family law litigation, including collaborative law. His passion for his work and clients earned him the title of outstanding lawyer in the Cincinnati Business Courier’s edition of Who’s Who in Greater Cincinnati Law. Discuss your case with Attorney King when you call (513) 793-2353.

Ms. Kara Lyons joined Lyons & Lyons Law as the third generation of Lyons family attorneys, following in the footsteps of her late grandfather, Robert D. Lyons, and her Father, Robert H. Lyons.

Ms. Kara Lyons graduated summa cum laude from NKU’s Chase College of Law in 2015. While in law school, Ms. Lyons clerked for the Honorable Chief Judge Susan J. Dlott of the United States District Court for the Southern District of Ohio and worked as a law clerk in Luxottica Retail’s corporate legal department. Ms. Lyons was also elected to, and served on, the national board of the...

Mr. Logan was admitted to practice before all Ohio and federal courts including the Ohio State Supreme Court, U.S. District Court, U.S. Court of Appeals, and U.S. Supreme Court. He concentrates his practice primarily in civil trial litigation, especially in personal injury, products liability and family law.

He is a member of the Cincinnati Bar Association and serves on committees including Arbitration, Domestic Relations, and Negligence Law.

Mr. Logan is a member of the Ohio State Bar Association, where he serves on the Negligence Law Committee and Family Law Committee. On the Legislative Drafting Sub-Committee he helped author Ohio's property division...

Kathleen D. Mezher graduated from Miami University as a scholar-athlete cum laude in 1981 and from University of Dayton School of Law in 1984. Kathleen founded the firm in 1987 and is licensed to practice in both Ohio and Kentucky. Kathleen represents clients in cases for wrongful death, personal injury, bankruptcy and estate administration.

Originally from Athens, Ohio, Sierra moved to the Cincinnati area to attend the University of Cincinnati College of Law. While in law school, she interned at a variety of non-profit associations one of them being the Legal Aid Society of Greater Cincinnati. There, she helped immigrants file asylum applications and she also helped survivors of domestic violence. During her last year of law school, she participated in the Domestic Violence Clinic, representing clients who were filing protection orders to prevent abuse and harassment. Sierra quickly learned that people attempting to persevere through difficult situations need an advocate that is...

I'm an attorney in a small firm in northeast suburban Cincinnati, assisting clients with civil litigation and arbitration, commercial transactions and disputes, insurance coverage, crop insurance, regulatory issues, contracts, estates, and other matters. In addition to more than 20 years of experience as a lawyer, I have sophisticated technical skills and a practical understanding of everyday business concerns.

Please feel free to reach out to me today about any legal needs that you or your business happen to have, either through LinkedIn, or by email (TomJames@SandersLPA.com), phone (513-229-8080), or a Twitter direct message (DM @tom_james). I look forward to...

Over thirty years ago, Thom Cooper created the law firm that would become Cooper, Adel & 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 a...

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...

James primarily practices in immigration law. Prior to joining Wanglaw, James worked as a solo practitioner and worked with Mallory Law Office, LLC. James represented and advised individuals and entities on matters regarding business formation, estate planning, residential and commercial real estate including resolving business disputes, tax matters, finance projects, and drafting and reviewing leases, and many others. Outside of work, James enjoys playing golf and volleyball with friends, volunteering, and reading. He also speaks fluent Korean.

Barry was born and reared in Urbana, Ohio, where his father was an independent businessman and his mother the secretary to the president of a large corporation; entrepreneurship is in his blood. In his 38 years of law practice, he has handled the purchase and sale of businesses ranging from as simple and small as the corner bar to as complex and large as a regional supermarket chain. Barry graduated from Otterbein College in 1967 and went on to Georgetown University Law Center where he obtained his law degree in 1970. During law school, he worked as an administrative...

joined Cole Acton Harmon Dunn in 2002, after six years as a prosecutor. My litigation experience as a prosecutor has served my clients well in the courtroom. I represent my clients as I would want to be represented and have earned the trust of my clients, opposing lawyers, and Judges. My practice areas include civil litigation, probate litigation, estate planning, probate administration, and criminal defense. I also represents the Springfield Police Union, small businesses and governmental entities. When I am not in court, I stay busy with my wife, six children, and an occasional poker game.

I am a solo practitioner in Blue Ash, in northeastern Hamilton County. With over 20 years’ experience, most as a solo attorney, I have handled a wide range of legal matters. I have lectured at several professional seminars in domestic relations and probate issues. I am comfortable practicing in multiple Ohio counties.

Tammi practices in the areas of probate and estate planning, corporate law, real estate, and employment law. She also practices municipal law, serving as Solicitor for the Villages of South Vienna and Catawba. As an estate planner, Tammi supports her clients through the complicated process of identifying their assets and determining how they would like to transfer those assets to their family members, friends, and charities. She finds this work deeply satisfying “because of the relationships I develop with my clients. They feel comfortable talking openly to me about their lives, as they should. I make sure there is...

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...

For the past decade attorney Christopher Lavin has practiced exclusively in the area of Elder Law.

For over 28 years, Joseph Candito has been providing effective and compassionate legal representation to individuals and families in Hamilton, Clermont, Butler and Warren Counties. My primary practice is in Probate, Chapter 7 Bankruptcy, Criminal, and Family Law; and have experience in a wide variety of legal issues including but not limited to Small Business Incorporation, Residential Real Estate Practice and Personal Injury matters. We are a full service general practice firm.

I have been a proud member of the Cincinnati legal community for over 35 years. My professional career has included both public service and private practice, and a reputation as a problem-solving legal advocate for all clients, regardless of income or circumstance. I provide affordable, easily understood Simple Estate Plans, Wills, Powers of Attorney, as well as reliable Probate avoidance tools. I work with individuals and families of modest, moderate or significant means, with an emphasis on resolving the concerns of the elderly. I believe that everyone deserves the peace of mind that comes with...

After graduating New England School of Law, magna cum laude, Kristine clerked for a year with the Massachusetts Superior Court, and then joined the Suffolk County District Attorney’s Office as an Assistant District Attorney primarily in the Appellate Unit. During her 4 year tenure at the District Attorney’s Office, Kristine argued more than 60 cases before the Massachusetts Supreme Judicial Court and Massachusetts Appeals Court. Kristine then spent 2 years as Agency Counsel for the Massachusetts Parole Board where she specialized in civil litigation and employment law. An experienced litigator, Kristine has a general practice representing both individual and business...