Phillipsburg Estate Planning Lawyers

Michael Jonathan Menninger
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Michael Jonathan Menninger
Dayton, OH Estate Planning Attorney with 18 years of experience
(937) 898-5583 8153 N. Main St.
Dayton, OH 45415
Free ConsultationEstate Planning
Salmon P. Chase College of Law, Northern Kentucky University
Mike joined Gudorf Law Group in 2014. With over a decade of practice experience, Mike focuses his practice on estate planning, including asset protection, working with farmers and small business owners, planning for special needs, and planning for same-sex couples. He also has an extensive background in estate, trust, and guardianship litigation.

Mike is committed to offering clients both legal knowledge and compassion in planning for their families and future. He understands that individuals and families face important decisions when considering everything they have accumulated through the years and everyone they love. Mike's practice approach is to work closely with his...
Andrew White
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Andrew White
Dayton, OH Estate Planning Attorney with 23 years of experience
(937) 898-5583 8153 N. Main Street
Dayton, OH 45415
Estate Planning, Elder and Probate
University of Cincinnati
Robert  Mues
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Robert Mues
Dayton, OH Estate Planning Attorney with 46 years of experience
(937) 293-2141 1105 Wilmington Ave
Dayton, OH 45420
Estate Planning, Divorce, Domestic Violence and Elder
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/
George Lovett
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George Lovett
Tipp City, OH Estate Planning Lawyer with 36 years of experience
(937) 667-8805 1420 W Main St
Tipp City, OH 45371
Estate Planning, Business, Elder 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...
Robert Jason Howard
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Robert Jason Howard
Dayton, OH Estate Planning Lawyer with 22 years of experience
(937) 262-7600 4130 Linden Ave Ste 304
Dayton, OH 45432-3000
Estate Planning, Business, Probate and Real Estate
University of Dayton School of Law
Jason has lived in the Miami Valley region all of his life. He grew up in the rural farm country of Greene and Clinton counties, attending school in Xenia and Jamestown and graduating from Wilmington High School. Jason graduated from Wright State University with a B.S. in Biological Sciences, followed by employment at Procter & Gamble in Cincinnati, Ohio where he worked in product development for Comet Cleanser. Jason earned his Juris Doctor from the University of Dayton, School of Law. During law school, Jason clerked for a litigation firm in Dayton with an emphasis in family...
Joseph Edwin Balmer III
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Joseph Edwin Balmer III
Dayton, OH Estate Planning Lawyer with 35 years of experience
(937) 293-2141 1105 Wilmington Ave
Dayton, OH 45420
Estate Planning, Business, Elder and Probate
The Ohio State University Michael E. Moritz College of Law
Simon James Patry
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Simon James Patry
Tipp City, OH Estate Planning Attorney with 19 years of experience
(937) 667-4481 249 S. Garber Drive
Tipp City, OH 45371
Estate Planning, Business and Employment
Simon J. Patry has been representing businesses, their owners and individuals in Dayton, Ohio for over 10 years.

Simon has achieved industry and client recognition and has been: selected to Ohio Super Lawyers, Rising Star (2017, 2018, 2019)*

Practice Areas:
Outside General Counsel for Businesses
Corporate Law
Mergers & Acquisitions
Commercial Litigation
Business Succession
Business and Civil Litigation.
Commercial Real Estate
Business Succession Planning,Trusts & Estates, General Estate Planning

Whether you are looking for a Dayton Business Lawyer who can provide day to day counsel or litigate complex commercial litigation claims, or whether you are wanting to discuss your businesses' or your personal estate planning needs, Simon and...
C. Jacob Davis
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C. Jacob Davis
Dayton, OH Estate Planning Lawyer with 5 years of experience
(937) 813-3003 33 White Allen Avenue
Dayton, OH 45405
Estate Planning, Business, Civil Rights and Real Estate
University of Dayton School of Law
Jacob Davis is a Partner and Managing Attorney of Nalls Davis. Jacob primarily practices in the areas of business law, estate planning, and real estate law. Jacob represents a variety of clients in litigation, regulatory, and transactional matters. Jacob is also a trusted voice in the community and has worked closely with local leaders and government officials on important public policies in the region, including housing policy, strengthening protections for the underserved, and fostering better community-police relations. Prior to law school, Jacob worked in the consumer finance and insurance industries.
Carl Duane Sherrets
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Carl Duane Sherrets
Dayton, OH Estate Planning Attorney with 36 years of experience
(937) 299-9607 580 Lincoln Park Blvd.
Suite 399
Dayton, OH 45429
Estate Planning, Elder, Probate and Real Estate
University of Cincinnati College of Law
Chad Dennis Hansen
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Chad Dennis Hansen
DAYON, OH Estate Planning Attorney with 27 years of experience
(937) 223-8177 33 WEST FIRST STREET
SUITE 600
DAYON, OH 45402
Estate Planning, Business and Tax
Martin Malloy
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Martin Malloy
Dayton, OH Estate Planning Attorney with 47 years of experience
(937) 586-3140 Dayton, OH 45402
Estate Planning, Business, DUI & DWI and Divorce
University of Dayton School of Law
Gary William Gottschlich
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Gary William Gottschlich
Dayton, OH Estate Planning Lawyer
(937) 802-2397 201 East Sixth Street
Dayton, OH 45402
Estate Planning, Business, Medical Malpractice and Personal Injury
University of Notre Dame and Univ College London
Nancy Schilling
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Nancy Schilling
Eaton, OH Estate Planning Lawyer with 35 years of experience
(937) 533-8045 P.O. Box 245
Eaton, OH 45320
Estate Planning, Business and Real Estate
Ohio Northern University
Margaret Hayes
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Margaret Hayes
Greenville, OH Estate Planning Attorney with 34 years of experience
(937) 548-8995 127 W 5th St
Greenville, OH 45331
Free ConsultationEstate Planning, Elder, Probate and Real Estate
David Wells Marquis
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David Wells Marquis
Dayton, OH Estate Planning Attorney
(866) 492-7219 131 N. Ludlow St.
Suite 1400
Dayton, OH 45402
Estate Planning, Entertainment & Sports, Personal Injury and Products Liability
University of Dayton School of Law
Mr. K. Brent Copeland
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Mr. K. Brent Copeland
Eaton, OH Estate Planning Lawyer
(937) 456-9879 115 West Main Street
Eaton, OH 45320
Estate Planning
Charles Fred Allbery III
Dayton, OH Estate Planning Lawyer
(937) 228-5912 137 N. Main Street
Suite 500
Dayton, OH 45402
Estate Planning, Business, Construction and Elder
C. Lawrence Huddleston III
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C. Lawrence Huddleston III
Centerville, OH Estate Planning Attorney with 47 years of experience
(888) 488-7878 1800 Lyons Road
Centerville, OH 45458
Free ConsultationEstate Planning, Elder 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...
Nova Levante
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Nova Levante
Beavercreek, OH Estate Planning Lawyer with 4 years of experience
(513) 536-6683 4031 Colonel Glenn Hwy
Suite #450
Beavercreek, OH 45431
Estate Planning, Bankruptcy, Divorce and Family
University of Dayton School of Law
Nova Levante is a managing attorney at Leo Law where she focuses on family law, estate planning, and bankruptcy. Throughout her years of practice, Nova has helped countless families navigate complex legal issues and find peaceful resolutions to difficult situations. Nova's clients appreciate her empathetic approach, as well as her extensive knowledge of the law. She has successfully represented clients in a wide range of cases, from high-conflict divorces to complex bankruptcies. Whenever possible, Nova works to reduce conflict in family law cases through mediation and collaborative divorce. In addition, Nova is a dedicated Guardian Ad Litem representing the best interests of...
Nathan M. Little
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Nathan M. Little
Middletown, OH Estate Planning Attorney with 15 years of experience
(513) 424-1660 1081 N. University Blvd Suite B
Suite B
Middletown, OH 45042
Estate Planning, Elder, 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...
Anthony C. Satariano
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Anthony C. Satariano
Xenia, OH Estate Planning Attorney
(937) 502-1040 85 W. Main St.
Xenia, OH 45385
Free ConsultationEstate Planning, Divorce, Domestic Violence and Family
University of Dayton School of Law and Ohio University
Anthony is an Attorney at Ferguson Legal Group, Ltd.. His practice primarily focuses on family law matters (custody, support, divorce/dissolution), misdemeanor criminal defense, estate planning and civil litigation.

Anthony is a Miami Valley native and graduated from Cedarville High School. After earning an undergraduate degree from Ohio University in Marketing and Pre-Law, Anthony enrolled at the University of Dayton School of Law. At UDSL, Anthony served as the Editor-in-Chief of the Law Review, a member of the Moot Court Competition Team, a teaching assistant, a Dean's Fellow and the Chief Justice of the Honor Council. Anthony also graduated in the...
Mitchell Jordan Adel
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Mitchell Jordan Adel
Sidney, OH Estate Planning Attorney with 23 years of experience
(800) 798-5297 2190 Wapakoneta Ave
Sidney, OH 45365
Free ConsultationEstate Planning and Elder
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...
Daryle C. Tibbs
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Daryle C. Tibbs
Cincinnati, OH Estate Planning Lawyer with 14 years of experience
(513) 793-7544 8845 Governors Hill Drive
Ste 450
Cincinnati, OH 45249
Free ConsultationEstate Planning, Family, Juvenile and Probate
Capital University Law School and Xavier University
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.
Mr. Elliott Stapleton
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Mr. Elliott Stapleton
Cincinnati, OH Estate Planning Attorney with 17 years of experience
(513) 334-0099 123 Boggs Lane
1st floor
Cincinnati, OH 45246
Free ConsultationEstate Planning, Business, Elder 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...
Mr. Craig Thomas Matthews
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Mr. Craig Thomas Matthews
Dayton, OH Estate Planning Lawyer with 46 years of experience
(937) 434-9393 320 Regency Ridge Dr
Dayton, OH 45459
Estate Planning, Business, Elder and Employment
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.
Jeffrey J Ferguson
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Jeffrey J Ferguson
Xenia, OH Estate Planning Lawyer with 14 years of experience
(937) 502-1040 85 W Main St
Xenia, OH 45385
Estate Planning, Divorce, Probate and Tax
University of Dayton School of Law
Jeff is a partner in Ferguson & Ferguson LLC. and the owner of Ferguson Legal Group LTD. Recently acquiring the law firms of Cox, Keller and Lusardi as well as Miller, Finey and Mckeown (a firm founded in Greene county in the 1800's). The recent acquisitions allow us to offer services with 5 attorneys at two locations The two firms practice areas are Probate; Estate Planning; Trusts; Divorce; Family Law; Bankruptcy; Criminal law; Personal Injury; General Civil Litigation; Real Estate; Business Litigation; and Taxation. Our combined firms serve Greene,...
Joseph M Braun
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Joseph M Braun
Hamilton, OH Estate Planning Lawyer with 8 years of experience
(513) 887-4560 616 Dayton Street
Hamilton, OH 45011
Estate Planning, Landlord Tenant, Probate and Real Estate
Capital University Law School
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 you'll find Joseph hiking and traveling with his wife and son, playing with his dachshund Ludwig, and surviving the agony of being a Cincinnati Reds &...
Paul Kellogg
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Paul Kellogg
Cincinnati, OH Estate Planning Lawyer with 31 years of experience
(513) 985-2500 9521 Montgomery Road
Cincinnati, OH 45242
Free ConsultationEstate Planning, Business, Probate and Real Estate
University of Dayton School of Law
For over 20 years Paul has helped individuals and businesses with a variety of personal and business transactions. Individuals come to Paul for assistance with wills, trusts, estate planning, probate, and residential real estate transactions, while his business clients utilize his experience to provide guidance with business strategy, contract drafting and negotiation, mergers and acquisitions, trademarks, corporate governance, and licensing. Many of Paul’s business clients see him as their outside general counsel.

Prior to joining Phillips Law Firm, Inc. Paul served as the Vice President and General Counsel for two privately held companies and as the Director of Estate and Business...
Anthony B. Holman
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Anthony B. Holman
Cincinnati, OH Estate Planning Attorney with 16 years of experience
(513) 985-2500 9521 Montgomery Road
Cincinnati, OH 45242
Estate Planning, Animal, Appeals and Probate
University of Dayton School of Law
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...
Moshe Toron
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Moshe Toron
West Chester, OH Estate Planning Lawyer with 25 years of experience
(513) 563-3007 9078 Union Centre Blvd
Suite 350
West Chester, OH 45069
Free ConsultationEstate Planning, Elder 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...
James Patrick Langendorf
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James Patrick Langendorf
Middletown, OH Estate Planning Lawyer with 27 years of experience
(513) 705-9000 301 N. Breiel Blvd Suite A
Middletown, OH 45042
Estate Planning, Business, Consumer and Employment
University of Dayton School of Law
Mr. Langendorf, Jim to almost everyone, has 23 plus years of experience in corporate and business advising and employment law. While his employment law practice is broad based, he is concentrated on claims for unpaid overtime and minimum wage. At Hurley Law, he is the employment law leader. He has resolved all kinds of employment claims in state and in federal courts across Ohio. He has been co-lead counsel in multi-million dollar class actions, and he has litigated many FMLA and Title VII actions. He has helped corporate and business clients navigate employment and contractor relationships with employees, vendors, partners,...
Mr. Monte Kenneth Snyder
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Mr. Monte Kenneth Snyder
Middletown, OH Estate Planning Attorney with 39 years of experience
(513) 423-8912 6501 Germantown Road
Lot 41
Middletown, OH 45042
Estate Planning, Divorce, Family and Probate
University of Dayton
As a solo practitioner, you deal only with me, no paralegals or assistants. This allows me to provide a personal touch to your legal representation other law firms only promise but are unable to deliver. The attorney/client relationship is a team effort. Your active participation in your case is essential for effective representation. Suggestions, questions & ideas are welcome & encouraged at Monte K. Snyder, Attorney. Your legal issue is important to you & should be of equal importance to your attorney. Legal advice/counseling will allow you to make intelligent decisions regarding your case development at every stage of your...
Thom L. Cooper
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Thom L. Cooper
Sidney, OH Estate Planning Attorney
(800) 798-5297 2190 Wapakoneta Ave.
Sidney, OH 45365
Free ConsultationEstate Planning, Elder 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...
Tyler  Hoffer
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Tyler Hoffer
Lebanon, OH Estate Planning Lawyer
(513) 932-0999 24 1/2 N. Broadway Street
Lebanon, OH 45036
Free ConsultationEstate Planning, Personal Injury, Probate and Real Estate
University of Dayton School of Law
ESTATE PLANNING/PROBATE Creating a will or trust is crucial for most individuals, and Hoffer Law is here to help. Our firm routinely drafts wills, trusts, powers of attorney, and transfer on death deeds. If a loved one or spouse passes away without a will or trust, Hoffer Law can provide guidance on determining inheritance and navigating the Probate Court process. CORPORATE AND SMALL BUSINESS Hoffer Law, LLC is passionate about representing both individuals and businesses in legal disputes and litigation. With a history of securing significant judgment awards and presenting successful defenses, our firm is dedicated to vigorously protecting your rights in areas...
Mark Edward Godbey
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Mark Edward Godbey
West Chester, OH Estate Planning Lawyer with 35 years of experience
(513) 777-1701 8050 Beckett Center Dr. Suite 322
West Chester, OH 45069
Free ConsultationEstate Planning, Divorce, Personal Injury and Probate
University of Akron
I am a native of Cincinnati and have been practicing law for over 30 years. Godbey Law is a full-service law firm of six attorneys, representing clients and small businesses in a variety of matters, including auto accidents and other kinds of personal injury law, bankruptcy and debt consolidation, divorce and other aspects of family law, probate, estate planning, and general civil litigation. Our attorneys strive for the best legal results while also giving you the utmost customer service and personal attention. For a FREE initial consultation, call us at 513-241-6650 or visit our web site at www.GodbeyLaw.com...
Sallie Anne Conyers
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Sallie Anne Conyers
Mason, OH Estate Planning Attorney with 22 years of experience
(513) 900-8858 5300 Socialville Foster Rd.
Suite 140
Mason, OH 45040
Free ConsultationEstate Planning, Divorce, Family and Probate
Salmon P. Chase College of Law, Northern Kentucky University
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...
Barry Zimmer
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Barry Zimmer
Cincinnati, OH Estate Planning Attorney with 45 years of experience
(513) 721-1513 9825 Kenwood Road
Suite 201
Cincinnati, OH 45242
Estate Planning, Business, Elder and Probate
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...
Thomas Charles James Jr
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Thomas Charles James Jr
Cincinnati, OH Estate Planning Lawyer with 32 years of experience
(513) 229-8080 8040 Hosbrook Road, Suite 202
Cincinnati, OH 45236
Estate Planning, Agricultural, Arbitration & Mediation and Business
Emory University School of Law
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 almost 30 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 meeting...
Michael J. Bergmann
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Michael J. Bergmann
Cincinnati, OH Estate Planning Attorney with 42 years of experience
(513) 385-5574 6020 Cheviot Rd
Cincinnati, OH 45247
Estate Planning, Business, Elder and Probate
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...
Karen Ann Rolcik
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Karen Ann Rolcik
West Chester, OH Estate Planning Lawyer with 38 years of experience
(513) 777-7400 8859 Cincinnati-Dayton Road
Suite #201
West Chester, OH 45069
Free ConsultationEstate Planning, Business, Elder 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...
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