Estate Planning

Estate Planning

When you contact Robbins, Kelly, Patterson & Tucker for estate planning services, an estate planning lawyer will talk with you about your goals and objectives for the future of your family and your assets. Our attorneys will outline your options to help you achieve your estate planning goals and will draft all the necessary documents once those goals have been determined.

Based in Cincinnati, and serving the Ohio, Kentucky and Indiana Tri-State area, our attorneys have a wide range of experience in drafting Wills, Trusts, Financial Powers of Attorney, Living Wills and Health Care Powers of Attorney for individuals and families.

In addition to basic estate plans, our attorneys will advise and assist business owners with business succession planning and implementation. We will also assist wealthy individuals and families with more advanced tax-planning vehicles such as Family Limited Partnerships, Irrevocable Life Insurance Trusts and Charitable Trusts and Foundations.

Our attorneys also have a wealth of experience in assisting families who have members with special needs. This includes advising clients regarding the use of special needs trusts to provide long-term supplemental care for family members who may also receive government assistance.

Guardianships

As a person ages and begins losing capacity to handle financial and personal affairs, family members will get involved and look to establish a guardianship over their elderly relative.

The need for a guardianship can also arise for children who have lost their parents, or for a relative who is physically healthy but not mentally capable of handling his or her own personal finances.

Whether you are looking to establish yourself as a guardian for an elderly loved one or for a child with special needs reaching adulthood, we can help.

Protection of Assets

Our estate planning and litigation attorneys help clients with the proactive protection of their assets and provide assistance to those who have been victimized by financial exploitation.

For those clients who are interested in asset protection planning, our estate planning attorneys assist with the advice and implementation of wealth transfer tools to help individuals maximize the use of their assets for their benefit during their lifetime and for the ultimate benefit of their families or other beneficiaries.

Our litigation attorneys help those clients who have fallen prey to dishonest caretakers or other family members who have exerted undue influence or duress to their own financial gain. We have experience representing disgruntled potential beneficiaries. We also have experience in defending Executors, Administrators, Trustees and other fiduciaries from the claims of unhappy or disinherited beneficiaries.

Estate and Trust Administration

Our attorneys offer a full range of estate administration services to individuals and families. Our practice focuses on helping Executors and Trustees accomplish the necessary tasks involved with the administration of Probate estates and Trust estates. We have vast experience in handling both complex and substantial estates. In that capacity, we advise personal representatives, prepare necessary court documentation, assist in retitling assets as necessary, manage the sale and disposition of real property and other valuable assets, and prepare necessary tax filings, including federal and state estate tax returns, inheritance tax returns, and federal and state fiduciary income tax returns. We also oversee guardianships or conservatorships to be sure they are properly administered.

We welcome you to contact RKPT to discuss your legal needs.

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