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ESTATE PLANNING AND PROBATE

PRACTICE OVERVIEW

DEPARTMENT CHAIR:
  Arthur E. Gibbs III

It’s your wealth. You built it over the years and now it’s time to ensure it is protected and managed as you wish. Our Estate Planning & Probate team of attorneys has 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. This is accomplished all while considering your personal long-term planning objectives and desires. Let us help you manage, distribute, and entrust your personal assets to family and friends. We understand the importance of keeping you, your family, and your business secure both now and for generations to come.

 

Our areas of expertise include:

 

  • Probate
    • Probate avoidance
    • Real estate transfers
    • Probate litigation
    • Probate proceedings in Ohio and Florida
  • Estates, Wills & Trusts
    • Defense and prosecution of will contests
    • Dynasty trusts
    • Estate analysis
    • Estate and trust accounts
    • Irrevocable life insurance trusts
    • Multi-generational estate planning
    • Ohio legacy trusts
    • Trust disputes
    • Will and trust preparation
  • Tax planning
    • Estate tax analysis
    • Federal estate tax planning & return preparation
    • Federal gift tax return preparation
    • Post-death tax planning
  • Additional areas of expertise
    • Asset protection planning
    • Guardianships and conservatorships
    • Insurance planning
    • Planned and charitable gifting programs
    • Prenuptial agreements

 

Important Forms & Documents

 

Other Core Practice Areas

OUR SATISFIED CLIENTS

They make my business life easier and help me sleep at night. Sure, they put out fires and solve problems but they're also proactive and provide the guidance I need.
Chris Carroll
President
An Avon, Ohio-based leader in innovative food packaging solutions.
WHP embraces the practice of law as it relates to their clients in the same manner we embrace finance and accounting as it relates to ours. They take a client-centered approach and a team-based approach where collaboration is at the heart of everything.
Rick Fedorovich
CEO / Partner
A large Cleveland-based Accounting firm.
A major strength of the firm is their people. They are very charismatic and relatable – a great group to work with!
Clint Gault
A wealth management, tax and estate planning firm in Ohio and Florida.
Wickens Herzer Panza has been our ‘go-to’ legal team for many years. In my opinion, they are extremely professional and effective but also very personable and empathetic. Our company has benefited greatly from this relationship.
David E. Sustar
VP of Finance
An excavating company based in Oberlin, Ohio.

SEND US A MESSAGE

Our team of attorneys and paralegals understands what it means to be a trusted advisor. Sure, we provide legal counsel but we do so much more. We provide a business partnership, support, advice and protection to our clients who become our family. Get to know us better and decide for yourself.

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