Probate & Estate Planning

WHP’s Probate & Estate Planning lawyers are award-winning, certified specialists with over 100 years of combined experience. They have extensive expertise in providing clients with sophisticated, practical advice on how to minimize tax burdens and transfer property in a private, economical, and efficient manner.

WHP provides Probate & Estate Planning services for everyone, including individuals, families, and businesses. We counsel our clients on the most effective and efficient ways to manage, distribute, and entrust personal assets to family and friends. Our specialists also assist in the corporate succession planning process critical to the continued success of a family business. Our team of experienced senior attorneys will provide you and your family with estate analysis, as well as federal and state estate tax planning and filing; guardianships, conservatorships, and adoptions; multi-state probate proceedings; trust administration, including living trusts, trusts for children, and short-term trusts; federal gift tax returns; charitable gifting programs; will and deed preparation; post-death tax planning; and post-nuptial agreements. Additionally, our attorneys can assist clients with their short and long-term retirement planning.

Our attorneys have extensive experience in probate courts throughout the state. Their expertise is highly coveted, and as such, our senior estate planners are often invited to teach estate planning and probate seminars to fellow attorneys on the local, state, and national level.

Our estate planners have been featured in Ohio Super Lawyer and on Cleveland’s Power 100 List. The team is comprised of specialists certified by the Ohio State Bar Association, and includes a fellow of the American College of Trust and Estate Counsel (ACTEC). They are rated by their peers in the National Attorney Ranking System as AV, the highest rating that can be awarded.

We know the importance of keeping you, your family, and your business secure both now, and for generations to come. Let our experience, expertise, and proven history work for you. The group offers assistance with the following services, among many others:

  • Defense and Prosecution of Will Contests
  • Estate Analysis
  • Federal Estate Tax Planning
  • Federal Estate Tax Return Preparation
  • Federal Gift Tax Return Preparation
  • Guardianships, Conservatorships and Adoptions
  • Insurance Planning
  • Planned and Charitable Gifting Programs
  • Post-Death Tax Planning
  • Post-Nuptial Agreements
  • Probate Proceedings (Ohio, Florida and Colorado)
  • State Estate Tax Planning
  • Trusts, Including Living Trusts, Trusts for Children, and Short-Term Trusts
  • Will Preparation