Obtained a three-quarter million dollar judgment on behalf of a family trust relating to defendants’ deceptive practices in a Ponzi-like investment loan scheme.
Trusts & Estates
Designing customized plans for individuals, families and businesses to ensure their wealth and legacy are preserved.
Estate planning is important for those who wish to preserve their assets and carry on a legacy. To this end, we strive to fully understand each client's family situation, financial circumstances and personal goals to arrange for the thoughtful and tax-efficient management, preservation and transfer of wealth.
Our attorneys routinely advise individuals, families and private businesses regarding estate planning and business planning, as well as developing and implementing an appropriate strategy to reach our clients’ objectives and reduce the impact of taxes. We regularly counsel both corporate and individual fiduciaries, such as executors, trustees and other personal representatives, in the administration of estates and trusts. We also provide counsel to the beneficiaries of estates and trusts to assist them in understanding and protecting their interests.
Our attorneys adopt a collaborative approach in advancing our clients' interests. We often assemble a team that not only includes Bricker attorneys from other practice groups, but also involves working constructively with our clients’ accountants, financial consultants and other advisors.
Types of clients we represent:
- Banks and financial institutions
- Family-owned and other privately held businesses
- Nonprofit entities
- Trusts and estates
Related Industries & Practices
Estate planning involves the development and implementation of a thoughtful and efficient plan for the transfer of an individual's assets to his or her beneficiaries, both during life and at death. When working with our clients, we have a particular focus on any federal estate, gift, generation-skipping transfer and income taxes that may apply.
Family business owners look to us when they are seeking advice regarding the transfer of ownership and control of the family business to subsequent generations in a thoughtful and tax-efficient manner.
Our attorneys address the many issues that may arise in the event an individual becomes disabled or incompetent, including how an individual's financial affairs may be managed, how businesses will continue and how health care decisions will be made.
Our Trusts & Estates attorneys regularly provide services to fiduciaries in the administration of estates and trusts, and we routinely represent fiduciaries in probate court and before the Internal Revenue Service.
Whether the case involves a fiduciary, a current or future beneficiary, an executor, a trustee or a personal representative, Bricker & Eckler uses a multidisciplinary approach to adversarial disputes, as well as less adversarial matters. Drawing from the firm’s technical experience in trust and estate law, taxation, nonprofit law, banking and traditional litigation, our attorneys represent clients effectively in all types of controversies involving trusts and estates.
In order to fulfill our clients’ philanthropic goals, we assist in arrangements to provide for their preferred charitable organizations during their lifetimes and after death through various tax-advantaged devices, including private foundations, charitable remainder trusts and charitable lead trusts.
Represented a widow in securing the removal of five trustees from a $90 million trust where the trustees had inserted themselves into the estate plan of the decedent.
Successfully represented the estate of a business owner in private arbitration, related state trial court and appellate proceedings over a multi-million dollar payout dispute with a former business partner.